<carta-plugin>carta-crm:1.14.2</carta-plugin>
Overview
Help the user create one or more fundraising records in the Carta CRM using the
create_fundraising MCP tool. Collect details conversationally, then call the tool.
Step 1 — Fetch available stages (optional but recommended)
Call the stages tool so the user can pick a stage by name:
Present the stage names to the user. If the call fails, proceed without it — stage defaults to the first stage if omitted.
Step 2 — Discover available custom fields (optional)
Use returned field IDs and labels as hints when collecting fundraising data. If the call fails, proceed without it.
Step 3 — Collect fundraising information
Ask the user for:
- Name (required) — the fundraising round name (e.g. "Acme Corp Series B", "Project Atlas Seed Round")
- Stage (optional) — which stage this fundraising is in (from Step 1)
- Custom fields (optional) — any fields returned in Step 2
If the user has already provided details in their message, extract them directly without re-asking.
Step 4 — Create the fundraising
Call:
Omit stageId and fields if not provided.
Step 5 — Report result
On success, respond with:
"Fundraising {name} created successfully (ID:
{id})."
On error, show the error message and suggest:
- Check that
nameis provided and non-empty - Verify stage IDs are valid — run
get_fundraising_stagesto list options - Verify custom field IDs match the keys returned by
get_fundraising_custom_fields
Adding multiple fundraisings
If the user wants to add multiple fundraisings at once, repeat Steps 3–5 for each one. After all are done, summarize:
"Created N fundraisings: [list of names with IDs]"
