carta/plugins

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

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…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Adds one or more investor records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add an investor", "/add-investor", "add investor to Carta CRM", "create investor record", "add this VC fund to the CRM", or "save investor data". Collects investor information…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Adds a note to a deal in the Carta CRM via the Carta CRM MCP Server; notes are stored as comments on the deal record. Use this skill when the user says things like "add a note", "log a note", "add note to a deal", "add note to Carta CRM", "add a comment", "comment on a deal", or "/add-note".

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most of our deals"…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Researches a company by fetching its website and returning structured profile data. Use this skill when the user says things like "enrich this company", "look up company info", "research this company", "what does [domain] do", "get company details for [url]", "find info on [company]", or "/enrich-company". Input…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Finds the best warm introduction path into a target company through the user's network, and then sets the introduction up. Use this skill when the user says things like "find intro angles into [company]", "how can I get introduced to [company]", "who do I know at [company]", "warm intro to [company]", "find…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Renders the Carta CRM Home: a landing view with pipeline by stage, recent contacts, deals, object counts, latest notes, this week's meetings, and a directory of the prompts the plugin supports. Use this skill when the user says things like "carta crm home", "show my crm home", "my crm dashboard", "what's in my…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Builds a one-page tear sheet for the next upcoming meeting with a counterparty, from CRM data only. Use this skill when the user says things like "prepare me for my meeting", "meeting brief", "brief me for this meeting", "prep for upcoming meeting", "what do I need to know before my call with [company]", or…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Searches for and retrieves company records from the Carta CRM. Use this skill when the user says things like "find a company", "search companies", "look up a company", "show me company details for [name]", "full details on [name]", "tell me about [name]", "get company by ID", "get company by domain", "list companies"…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Searches for and retrieves contact (people) records from the Carta CRM. Use this skill when the user says things like "find a contact", "search contacts", "look up a person", "show me contact details for [name]", "full details on [name]", "tell me about [name]", "get contact by ID", "list contacts", "find people at…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Searches for and retrieves deal records from the Carta CRM. Use this skill when the user says things like "find a deal", "search deals", "look up a deal", "show me deals for [company]", "get deal by ID", "find deal in [stage]", "list deals", "what deals do we have for [company]", or "/search-deals". Returns deal…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Searches for and retrieves fundraising records from the Carta CRM. Use this skill when the user says things like "find a fundraising", "search fundraisings", "look up a fundraising round", "show fundraising details for [name]", "full details on [name]", "get fundraising by ID", "list fundraisings", "what fundraisings…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Searches for and retrieves investor records from the Carta CRM. Use this skill when the user says things like "find an investor", "search investors", "look up an investor", "show me investor details for [name]", "full details on [name]", "tell me about [name]", "get investor by ID", "list investors", "what investors…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Searches for and retrieves note records from the Carta CRM. Use this skill when the user says things like "find a note", "search notes", "look up a note", "show me notes about [topic]", "list notes", "find notes mentioning [keyword]", or "/search-notes". Returns note details including ID, title, and text content.

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Runs a saved report in the Carta CRM and renders its rows as a table, using the columns the report saved. Use this skill when the user says things like "run my report", "run the [name] report", "show me the [name] report", "open the [name] report", "what reports do we have", "list reports", or "/search-reports".

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Interactive 5-minute walkthrough of the Carta CRM plugin. Covers plugin overview, setup verification, how to kick off each skill, and a demo walkthrough of 4 realistic CRM scenarios. Trigger phrases: "carta crm tutorial", "show me the crm tutorial", "how do I use carta crm", "walk me through carta crm", "getting…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Updates an existing company record in the Carta CRM. Use this skill when the user says things like "update a company", "edit company", "update company details", "change company name", "update company website", "update company fields", "add a tag to company", or "/update-company". Accepts a company ID or name (will…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Updates an existing contact (person) record in the Carta CRM. Use this skill when the user says things like "update a contact", "edit contact", "update contact details", "change contact email", "update person's title", "update contact company", "add a tag to contact", or "/update-contact". Accepts a contact ID or name…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Updates an existing deal record in the Carta CRM. Use this skill when the user says things like "update a deal", "move deal to [stage]", "change deal stage", "edit deal", "update deal fields", "add a tag to deal", "assign deal lead", "update company info on deal", "link contacts to deal", or "/update-deal". Accepts a…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Updates an existing fundraising record in the Carta CRM. Use this skill when the user says things like "update a fundraising", "edit fundraising", "update fundraising details", "change fundraising stage", "update fundraising fields", or "/update-fundraising". Accepts a fundraising ID or name (will search if no ID…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Updates an existing investor record in the Carta CRM. Use this skill when the user says things like "update an investor", "edit investor", "update investor details", "change investor name", "update investor website", "update investor fields", "add a tag to investor", or "/update-investor". Accepts an investor ID or…

carta/plugins

Skill Claude CodeCodex

Part of carta-crm

Searches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP — notes/comments are attached to deals and updated…

carta/plugins

Skill Claude CodeCodex

Part of carta-investors

End-to-end AGM deck generator. Extracts a firm's brand identity from their website, pulls live fund data from the Carta MCP (NAV, TVPI, portfolio, capital activity, benchmarks, fees, balance sheet, LP base), generates a branded HTML presentation with built-in slide navigation, and applies the "Powered by Carta" badge…

carta/plugins

Skill Claude CodeCodex

Part of carta-investors

Generates a brand board from a firm's website URL and optional user-provided assets. Analyzes the website to extract theme colors, typography, logos, and imagery, then produces a polished brand board as an HTML artifact, PDF, slide deck, or React component. Trigger phrases: "build a brand board", "create a brand…