Carta CRM Assistant
Manage investor and deal records in Carta's CRM using plain language.
by Carta Engineering
What it does
This connects Claude to Carta's CRM so you can search, add, and update investor and company records. It helps keep fundraising details and contact notes organized without manual data entry.
Who it’s for
A good fit for salespeople, consultants and founders who sell, bookkeepers, finance teams and business owners and small business owners and startup founders.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.
Safety note
Connects to your Carta CRM account and can change records.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
No license file found, so the reuse terms are unclear. Check the source before sharing or selling anything built with it.