| name | add-investor |
| description | 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 conversationally, then creates it via the MCP server.
|
| allowed-tools | ["mcp__carta__crm_call_tool"] |
| version | 1.0.0 |
| model | haiku |
`_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments โ the plugins' hooks overwrite it when they run, so always sending it is safe. Shape:
`_instrumentation_v2: {"skills": [":", ...], "model": ""}`
`skills` is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry `"plugin:skill"` and keep them oldest-first, with the most recently used skill last. List only Carta skills (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`) โ never skills from non-Carta plugins.
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 โ 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 โ custom fields are optional.
Step 2 โ Collect investor information
Ask the user for:
- Name (required) โ the investor firm name (e.g. "Sequoia Capital", "a16z")
- Custom fields (optional) โ 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 โ Create the investor
Call:
crm_call_tool({
"name": "crm:create_investor",
"arguments": {
name: "<investor name>",
fields: {
"<field_id>": "<value>"
}
}
})
Omit fields entirely if no custom field data was provided.
Step 4 โ Report result
On success, respond with:
"Investor {name} created successfully (ID: {id})."
On error, show the error message and suggest:
- Check that
name is provided and non-empty
- Verify custom field IDs match the keys returned by
get_investor_custom_fields
Adding multiple investors
If the user wants to add multiple investors at once, repeat Steps 2โ4 for each one.
After all are done, summarize:
"Created N investors: [list of names with IDs]"
