add-investor

add-investor is a skill for Claude Code from carta/plugins. It costs 82 tokens per session (792 once invoked), scanned A, original, Apache-2.0.

A skill for creating investor records in Carta CRM, a system for managing company and investor information. It collects the investor's name and optional custom fields before saving the record.

In plain words
What is it for?
Use it to add an investor firm or venture fund to Carta CRM, including optional details such as its website, location, industry, or tags.
Why use it?
It turns a conversational request into a validated CRM entry and can check which custom fields are available.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: model in frontmatter.

Part of the carta-crm plugin — 26 skills shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/carta/plugins/add-investor
Any agent
npx skills add carta/plugins --skill add-investor
Clone the repo
git clone --depth 1 https://github.com/carta/plugins

Made for: Claude Code.

Or install carta-crm, the plugin that ships this one along with the rest of its 26 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for add-investor

README.md
[![agentmods](https://agentmods.dev/badge/skills/carta/plugins/add-investor.svg)](https://agentmods.dev/skills/carta/plugins/add-investor)
Your own site
<a href="https://agentmods.dev/skills/carta/plugins/add-investor"><img src="https://agentmods.dev/badge/skills/carta/plugins/add-investor.svg" alt="Measured on agentmods" height="20"></a>
Per session 82 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 792 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00082 $0.00792
Opus 5 $0.00041 $0.00396
Sonnet 5 $0.00016 $0.00158
Haiku 4.5 $0.00008 $0.00079

Measured 6d ago against content hash 66b1f52bbdeb, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

add-investor scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/carta-crm/skills/add-investor/SKILL.md · 81 lines

How it starts

The opening of the file, as written. The whole thing — 81 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Overview

Help the user create one or more investor records in the Carta CRM using the create_investor MCP tool. Collect investor details conversationally, validate required fields, then call the tool.

Step 1 — Discover available custom fields (optional but recommended)

Call the custom fields tool to see what fields the tenant has configured:

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

Use the returned field IDs and labels as hints when collecting investor data. If the call fails, proceed without it — custom fields are optional.

Step 2 — Collect investor information

Ask the user for:

  • Name (required) — the investor firm name (e.g. "Sequoia Capital", "a16z")
  • Custom fields (optional) — any fields returned in Step 1 (e.g. website, location, industry, about, tags)

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

Step 3 — Create the investor

Read the full file on GitHub · 81 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen · 81 lines · 82 tokens per session scan A 66b1f52bbdeb

Subscribe to this mod's changes

add-investor is a skill published in the GitHub repository carta/plugins (12 stars, last pushed yesterday), licensed Apache-2.0. It adds 82 tokens to every session and 792 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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