
Home
作者 carta6ab81016389c无许可证14 个星标收录于 2026年10月8日更新于 2026年10月8日仓库今天更新
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.
- 6ab81016389c当前提交 6ab8101发布于 2026年10月8日
来源与署名
来源:carta/plugins位于plugins/carta-crm/skills/home提交6ab8101
许可证: 无许可证
内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。
更多来自 carta/plugins 的技能

Carta Fund Admin Requests
carta
Send work to your Carta Fund Admin team and track it. Opens a request the team reads, acts on, and replies to — the off-ramp for anything no other Carta skill or command can do. TRIGGER: "ask Carta to", "have Carta do", "send this to my fund admin", "ask my fund admin team", "can Carta do this for me", "check on my request", "did Carta reply", "what requests do I have open", "reply to Carta", "follow up on my request", plus ANY action request (create/change/send/restate/reconcile/split/fix) that no other skill or Carta command covers. NOT FOR: reporting a bug or feature request about this plugin (call fa:create:feedback directly); questions answerable from Carta data (use carta-explore-data); capital call reminders to LPs (that is a Carta command, not a Fund Admin request).

Carta Explore Data
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通过查询 Carta 数据仓库并格式化结果,回答 Carta Web / Fund Admin 投资者数据问题。

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通过 Carta MCP 服务器下载投资组合公司和基金的 Carta 撕页(tear sheet)。

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Searches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP — notes/comments are attached to deals and updated via the update-deal skill.

Update Investor
carta
按 ID 或名称部分更新 Carta CRM 中已有的投资人记录。

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Updates an existing fundraising record in the Carta CRM. Use this skill when the user says things like "update a fundraising", "edit fundraising", "update fundraising details", "change fundraising stage", "update fundraising fields", or "/update-fundraising". Accepts a fundraising ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.
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