carta-crm

Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.

Install

If the official marketplace isn’t added yet, run

Category: Productivity
Author: Carta Engineering
GitHub: carta/plugins
Website: carta.com

Good for

Search investors, companies and contacts in Carta CRM conversationally
Add or update deals, notes and fundraisings
Enrich investor and company records

Getting started

Run /plugin install carta-crm@claude-plugins-official
Follow the setup guide on the Carta Developer Platform website to connect
Ask Claude to search, add or update records in the CRM

Before you install

It works through the Carta CRM MCP Server and public API; installation and support docs are on the Carta Developer Platform website.

Summarized by AI from the project docs; check the official docs before relying on it.

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