Home
by carta6ab81016389cNo license14 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated today
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. Use this skill when the user says things like "carta crm home", "show my crm home", "my crm dashboard", "what's in my pipeline today", "crm landing page", or "/home". It is also the skill that decides whether the Home belongs in the conversation or on a published page, so start here even when the user may want a page. Read-only. Do NOT use it to look up a specific record — name the record instead and Claude picks the right search skill. For a fund firm's Carta Home use carta-investors' carta-home-build; for a company's cap table use carta-cap-table's carta-captable-home-build.
- 6ab81016389cCurrentcommit 6ab8101Published Oct 8, 2026
Source and attribution
Source:carta/pluginsinplugins/carta-crm/skills/homeat commit6ab8101
License: No license
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