Deals, contacts, and notes
Carta CRM brings a private-markets deal team's CRM into your AI. Ask about the deal pipeline and see deals by stage, owner, or date; find the people you know at a bank, adviser, or target company, filtered by current employer, title, industry tag, or location; see who holds the strongest relationship at a firm and when the next meeting with them is; read interaction and note history for a contact, company, or deal; and record what happened by adding notes or updating a record after a call. More
MCP connector Server URL https://mcp.app.carta.com/mcpCopy Login OAuth Tools Reads data5 crm_ crm_ get_ read_ welcome
Deletes or can't be undone2 crm_ crm_
Skills 27 in the Claude listing
Add company Adds one or more company records to the Carta CRM via the Carta CRM MCP Server. Add contact Adds one or more contact records to the Carta CRM via the Carta CRM MCP Server. Add deal Creates one or more deal records in the Carta CRM via the Carta CRM MCP Server. Add fundraising Adds one or more fundraising records to the Carta CRM via the Carta CRM MCP Server. Add investor Adds one or more investor records to the Carta CRM via the Carta CRM MCP Server. Add note Adds a note to a deal in the Carta CRM via the Carta CRM MCP Server; notes are stored as comments on the deal record. Adviser tracker Publishes the organization's top twenty M&A advisers (investment banks) as a live page: each bank with its logo, deals created per quarter and per year, relationship strength with our team and the top Carta crm home build Publishes the Carta CRM Home as a live artifact — a standalone page, at a stable URL, showing pipeline by stage, recent deals and contacts, object counts, latest notes and this week's meetings. Deal flow analytics Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Enrich company Researches a company by fetching its website and returning structured profile data. Get angles Finds the best warm introduction path into a target company through the user's network, and then sets the introduction up. home Renders the Carta CRM Home: a landing view with pipeline by stage, recent contacts, deals, object counts, latest notes, this week's meetings, and a directory of the prompts the plugin supports. Prepare for meeting Builds a one-page tear sheet for the next upcoming meeting with a counterparty. Search companies Searches for and retrieves company records from the Carta CRM. Search contacts Searches for and retrieves contact (people) records from the Carta CRM. Search deals Searches for and retrieves deal records from the Carta CRM. Search fundraisings Searches for and retrieves fundraising records from the Carta CRM. Search investors Searches for and retrieves investor records from the Carta CRM. Search notes Searches for and retrieves note records from the Carta CRM. Search reports Runs a saved report in the Carta CRM and renders its rows as a table, using the columns the report saved. tutorial Interactive ~5-minute walkthrough of the Carta CRM plugin. Update company Updates an existing company record in the Carta CRM. Update contact Updates an existing contact (person) record in the Carta CRM. Update deal Updates an existing deal record in the Carta CRM. Update fundraising Updates an existing fundraising record in the Carta CRM. Update investor Updates an existing investor record in the Carta CRM. Update note Searches for notes in the Carta CRM and helps the user update deal comments. 
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