carta crm — Agent Skill
by carta · Updated
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).
How to install carta crm in your AI client
Setup for Claude Code, Claude Desktop, Cursor, Codex, Windsurf, Cline and VS Code — copy-paste ready.
How to install carta crm in Claude CodeAnthropic's agentic CLI
Add the marketplace
claude/plugin marketplace add anthropics/claude-plugins-officialInstall the skill
claude/plugin install carta-crm@claude-plugins-officialUse 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 DesktopDesktop app (MCP config)
Clone the source
bashgit clone https://github.com/carta/plugins.gitFind the skill
It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.
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 CursorAI-first code editor
Clone the source
bashgit clone https://github.com/carta/plugins.gitFind the skill
It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.
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 CLIOpenAI coding agent
Clone the source
bashgit clone https://github.com/carta/plugins.gitFind the skill
It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.
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 WindsurfCodeium's agentic IDE
Clone the source
bashgit clone https://github.com/carta/plugins.gitFind the skill
It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.
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 ClineVS Code autonomous agent
Clone the source
bashgit clone https://github.com/carta/plugins.gitFind the skill
It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.
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 CodeCopilot / MCP support
Clone the source
bashgit clone https://github.com/carta/plugins.gitFind the skill
It lives in plugins/plugins/carta-crm — that folder contains the SKILL.md.
Add to your rules / context
Paste the SKILL.md instructions into this tool's custom rules or workspace instructions so the agent follows them.
Documentation
Full READMECarta CRM Plugin
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.
Setup
This plugin talks to the Carta CRM through the Carta CRM MCP Server. You sign in with your normal Carta CRM account.
On first use, Claude will prompt you to authenticate:
- Claude will display an authorization URL — open it in your browser
- Log in with your Carta CRM credentials
- After authorizing, the browser redirects to a
localhostURL (the page may fail to load — that's expected) - Copy the full URL from the browser address bar and paste it back into Claude
- Done — your session is authenticated and you can start using the plugin
Authentication persists across sessions so you only need to do this once.
Usage
Just describe what you want in plain English:
"Add Sequoia Capital to the CRM — their website is sequoiacap.com and they focus on early-stage tech."
"Find all deals in the Due Diligence stage."
"Move the Apex Analytics deal to Tracking."
"Add a note to the Stripe deal — met with Sarah Chen, ARR is $4.2M growing 15% QoQ."
Claude will collect any missing required information, call the right MCP tools, and confirm the result.
Excerpt — the full document is on GitHub.
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