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Carta Crm

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

productivityai
By Carta Engineering
1016Updated 3 days agoPythonApache-2.0

Installation

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

How to install

  1. Open Claude Code in your terminal
  2. Run the installation command above
  3. The plugin will be enabled automatically
  4. Use the plugin's features in your Claude Code sessions

README

View on GitHub

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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.

Documentation

Visit the Carta Developer Platform website here for installation and support documentation.

Plugins

PluginDescription
carta-cap-tableSkills and MCP server for querying Carta cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more
carta-crmManage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the public API
carta-investorsSkills and MCP server for querying Carta fund admin data, including NAV, performance, allocations, and regulatory reporting
View source on GitHub

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