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carta-crm

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

Open source Repository Open in the app JSON README (API)

About

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

Details

Kind
Plugins
Topic
Productivity
Publisher
carta
Origin
marketplace
Category
ferramentas
Stars
12
Forks
17
Last push
2026-09-04T23:36:03Z
Repository state
ativo
Language
JavaScript
License
Apache-2.0
Added
2026-08-30 01:48:58
Updated
2026-09-12 04:04:13
Origin id
carta/plugins/carta-crm

README

![Banner](assets/banner.png)

# Carta Plugins

> **Read-only mirror.** This repo is automatically published from an internal repository. Do not open pull requests here — all development and review happens internally.

The official repository of Carta plugins for AI Agents, as a [Claude Plugin Marketplace](https://code.claude.com/docs/en/discover-plugins).

## Documentation

Visit the [Carta Developer Platform website here](https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/) for installation and support documentation.

## Plugins

| Plugin | Description |
|--------|-------------|
| [carta-cap-table](plugins/carta-cap-table) | Skills and MCP server for querying Carta cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more |
| [carta-crm](plugins/carta-crm) | Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the public API |
| [carta-investors](plugins/carta-investors) | Skills and MCP server for querying Carta fund admin data, including NAV, performance, allocations, and regulatory reporting |

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