carta-crm:1.14.4

Overview

Help the user create one or more deal records in the Carta CRM. First fetch available pipelines and custom fields, then collect deal details conversationally, then call create_deal.

Step 1 — Fetch available pipelines and stages

Call the pipelines tool so the user can pick a pipeline and stage by name:

crm_call_tool({ "name": "crm:get_deal_pipelines_with_stages", "arguments": {} })

Present the pipeline and stage names to the user. If the call fails, proceed without it — pipeline and stage default to the organization's defaults if omitted.

Step 2 — Discover available custom fields (optional)

crm_call_tool({ "name": "crm:get_deal_custom_fields", "arguments": {} })

Use returned field IDs and labels as hints when collecting deal data. If the call fails, proceed without it.

Step 3 — Collect deal information

Ask the user for:

• Pipeline (optional) — which pipeline this deal belongs to (from Step 1)
• Stage (optional) — which stage within the pipeline (from Step 1)
• Company name (optional) — the company associated with the deal
• Company URL (optional) — company website (used for auto-enrichment)
• Comment (optional) — notes or comments about the deal
• Tags (optional) — array of tag strings
• Deal lead (optional) — user ID to assign as deal lead
• Added at (optional) — ISO 8601 date the deal was added
• People (optional) — contact IDs for advisers, introducers, management
• Custom fields (optional) — any fields returned in Step 2

If the user has already provided details in their message, extract them directly without re-asking.

Step 4 — Create the deal

Call:

crm_call_tool({
  "name": "crm:create_deal",
  "arguments": {
    pipelineId: "<pipeline id>",
    stageId: "<stage id>",
    company: {
      name: "<company name>",
      url: "<company url>"
    },
    comment: "<comment>",
    tags: ["<tag1>", "<tag2>"],
    dealLead: "<user id>",
    addedAt: "<ISO 8601 date>",
    people: {
      advisers: ["<contact id>"],
      introducer: ["<contact id>"],
      management: ["<contact id>"]
    },
    fields: {
      "<field_id>": "<value>"
    }
  }
})

Omit any key the user did not provide. Omit company if neither name nor URL was given.

Step 5 — Report result

On success, respond with:

"Deal for {company name} created successfully (ID: {id})."

On error, show the error message and suggest:

• Verify pipeline and stage IDs — run get_deal_pipelines_with_stages to list valid options
• Check that custom field IDs are valid

Adding multiple deals

If the user wants to add multiple deals at once, repeat Steps 3–5 for each one. After all are done, summarize:

"Created N deals: [list of company names with IDs]"