carta-crm
PackSearchcarta-crm is a plugin that lets an AI agent manage Carta CRM records through conversation. It connects to the Carta CRM MCP Server so the agent can search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings. Instead of editing records by hand, the user asks the agent to do it.
Unavailable. Delivery for this kind is on the roadmap — not serving yet.
Have access to a Carta CRM account.
What your AI can do with it
- Search investors, companies, contacts, deals, notes, and fundraisings in Carta CRM
- Add new investor, company, contact, deal, note, and fundraising records
- Update existing Carta CRM records conversationally
- Enrich records with additional information
- Connect through the Carta CRM MCP Server
Getting started
- Have access to a Carta CRM account.
- Install the carta-crm plugin in your agent setup.
- Connect it to the Carta CRM MCP Server.
- Ask the agent to search, add, update, or enrich records in Carta CRM.
Signals
- GitHub stars
- 37k
- Forks
- 4k
- Last commit
- Sep 2026
Questions
- What can it manage in Carta CRM?
- Investors, companies, contacts, deals, notes, and fundraisings. The agent can search, add, update, and enrich these records through the Carta CRM MCP Server.
- How does it connect to Carta CRM?
- It uses the Carta CRM MCP Server as its connection to the CRM.
- Do I need to use forms or menus to edit records?
- No. Records are managed conversationally, you ask the agent to search, add, update, or enrich them.
Advanced
- Item type
- plugin
- Key
anthropics-claude-plugins-official-carta-crm- Source
- github.com/anthropics/claude-plugins-official