# carta crm — Agent Skill

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

## At a glance

carta-crm is an Agent Skill by carta in the Other category. In Claude Code it installs with `/plugin install carta-crm@claude-plugins-official` after adding the anthropics/claude-plugins-official marketplace; other assistants use its SKILL.md instructions as rules. Its source repository has 15 GitHub stars (as of Oct 28, 2026).

## Install

### How to install carta crm in Claude Code

1. Add the marketplace

```claude
/plugin marketplace add anthropics/claude-plugins-official
```

2. Install the skill

```claude
/plugin install carta-crm@claude-plugins-official
```

3. Use it

   These are slash commands for a Claude Code session, not your shell. Claude auto-invokes the skill when your request matches its description — or type its slash command if it exposes one.

### How to install carta crm in Claude Desktop

1. Clone the source

```bash
git clone https://github.com/carta/plugins.git
```

2. Find the skill

   It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.

3. Add the SKILL.md to your Skills folder

   Settings → Capabilities → Skills → add the folder containing SKILL.md. Claude picks it up automatically.

### How to install carta crm in Cursor

1. Clone the source

```bash
git clone https://github.com/carta/plugins.git
```

2. Find the skill

   It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.

3. Convert to a Cursor rule

   Create .cursor/rules/carta-crm.mdc and paste the SKILL.md body. Set `alwaysApply` or a glob so the Agent loads it in context.

### How to install carta crm in Codex CLI

1. Clone the source

```bash
git clone https://github.com/carta/plugins.git
```

2. Find the skill

   It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.

3. Reference in AGENTS.md

   Add the skill's instructions (or a link) to AGENTS.md at your repo root — Codex reads it on every run.

### How to install carta crm in Windsurf

1. Clone the source

```bash
git clone https://github.com/carta/plugins.git
```

2. Find the skill

   It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.

3. Add to your rules / context

   Paste the SKILL.md instructions into this tool's custom rules or workspace instructions so the agent follows them.

### How to install carta crm in Cline

1. Clone the source

```bash
git clone https://github.com/carta/plugins.git
```

2. Find the skill

   It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.

3. Add to your rules / context

   Paste the SKILL.md instructions into this tool's custom rules or workspace instructions so the agent follows them.

### How to install carta crm in VS Code

1. Clone the source

```bash
git clone https://github.com/carta/plugins.git
```

2. Find the skill

   It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.

3. Add to your rules / context

   Paste the SKILL.md instructions into this tool's custom rules or workspace instructions so the agent follows them.

Source: https://github.com/carta/plugins/tree/main/plugins/carta-crm

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Source: https://mcp-skills-hub.vercel.app/skills/carta-crm · MCP Skills Hub · data as of 2026-10-28T12:31:05Z