| name | add-contact |
| description | Adds one or more contact records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a contact", "create a contact record", "add contact to CRM", "save a contact", "upload contact to Carta CRM", or "/add-contact". Collects contact information conversationally, then creates it via the MCP server. Only name is required — all other fields are optional.
|
| 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 — 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:*`) — never skills from non-Carta plugins.
Overview
Help the user create one or more contact records in the Carta CRM using the
create_contact MCP tool. Only name is required — collect that and any other
details the user has already provided, then call the tool. Do not block on optional fields.
Step 1 — Collect contact information
Only name is required. Extract everything the user has already provided in their
message without re-asking. If name is missing, ask for it once.
Fields you can collect:
- name (required) — full name, or derived from firstName + lastName
- firstName, lastName, middleName (optional)
- emailDetail — primary email; emailDetailSecond/Third/Fourth for additional emails
- phone — primary phone; businessPhone/thirdPhone/fourthPhone for additional numbers
- title — job title
- headline — short bio or tagline
- location — work location: city, state, country
- socialLinks — linkedinUrl, twitterUrl, githubUrl, facebookUrl
- jobs — work experience: array of {companyName, title, startedOn, endedOn}
- tags — array of string tags
- notes — free-text notes
- listId — if provided, adds the contact to that list
If the user wants to populate custom fields, fetch the schema first:
crm_call_tool({ "name": "crm:get_contact_custom_fields", "arguments": {} })
Never ask for listId unless the user brings it up.
Step 2 — Create the contact
Call:
crm_call_tool({
"name": "crm:create_contact",
"arguments": {
name: "<contact name>",
firstName: "<first>",
lastName: "<last>",
emailDetail: "<email>",
phone: "<phone>",
title: "<title>",
tags: ["<tag1>"],
fields: { "<field_id>": "<value>" }
}
})
Include only the fields the user provided. Omit everything else.
Step 3 — Report result
On success, respond with:
"Contact {name} saved successfully (ID: {id})."
On error, show the error message and suggest:
- Check that
name is provided and non-empty
- Verify the
listId exists if one was provided
Adding multiple contacts
If the user wants to add multiple contacts, repeat Steps 1–3 for each one, then
summarize:
"Created N contacts: [list of names with IDs]"
