add-fundraising
Adds one or more fundraising records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a fundraising", "create a fundraising", "log a fundraising round", "add fundraising to CRM", "create fundraising record", or "/add-fundraising". Collects fundraising information conversationally, then creates it via the MCP server.
Evaluation results
100%
72%Carta CRM AI Assistant: Fundraising Workflow Reference
Fundraising workflow step ordering and response formats
Stages retrieved first
100%
100%
Proceed without stages
100%
100%
Custom fields retrieved first
0%
100%
Proceed without custom fields
0%
100%
Name as only required field
0%
100%
Extract info without re-asking
100%
100%
Success message format
0%
100%
Omit stageId when absent
0%
100%
Error: check name
0%
100%
Error: verify stage IDs
25%
100%
Error: verify custom field IDs
0%
100%
100%
20%Carta CRM Fundraising Batch Import
Carta CRM REST API auth and batch import script
LISTALPHA_API_KEY variable
0%
100%
No Bearer prefix
100%
100%
Custom fields fetched first
100%
100%
Correct create endpoint
100%
100%
Name in request body
100%
100%
Omit fields when absent
100%
100%
100%
35%Fundraising Round Confirmation Report
Multi-fundraising success message and summary format
Three separate messages
100%
100%
Bold name in each message
25%
100%
ID in backticks
100%
100%
Summary line present
0%
100%
Summary lists all names
100%
100%
Summary includes IDs
100%
100%
- Repository
- carta/plugins
- Commit
78eff87
- Evaluated
- Agent
- Claude Code
- Model
- Claude Sonnet 4.6
Table of Contents
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