<carta-plugin>carta-crm:1.14.2</carta-plugin>
Overview
Help the user create one or more contact records in the Carta CRM using the
create_contact MCP tool. Only name is required — collect that and any other
details the user has already provided, then call the tool. Do not block on optional fields.
Step 1 — Collect contact information
Only name is required. Extract everything the user has already provided in their
message without re-asking. If name is missing, ask for it once.
Fields you can collect:
- name (required) — full name, or derived from firstName + lastName
- firstName, lastName, middleName (optional)
- emailDetail — primary email; emailDetailSecond/Third/Fourth for additional emails
- phone — primary phone; businessPhone/thirdPhone/fourthPhone for additional numbers
- title — job title
- headline — short bio or tagline
- location — work location: city, state, country
- socialLinks — linkedinUrl, twitterUrl, githubUrl, facebookUrl
- jobs — work experience: array of {companyName, title, startedOn, endedOn}
- tags — array of string tags
- notes — free-text notes
- listId — if provided, adds the contact to that list
If the user wants to populate custom fields, fetch the schema first:
Never ask for listId unless the user brings it up.
Step 2 — Create the contact
Call:
Include only the fields the user provided. Omit everything else.
Step 3 — Report result
On success, respond with:
"Contact {name} saved successfully (ID:
{id})."
On error, show the error message and suggest:
- Check that
nameis provided and non-empty - Verify the
listIdexists if one was provided
Adding multiple contacts
If the user wants to add multiple contacts, repeat Steps 1–3 for each one, then summarize:
"Created N contacts: [list of names with IDs]"
