<carta-plugin>carta-crm:1.14.2</carta-plugin>
Overview
Help the user create one or more investor records in the Carta CRM using the
create_investor MCP tool. Collect investor details conversationally, validate
required fields, then call the tool.
Step 1 — Discover available custom fields (optional but recommended)
Call the custom fields tool to see what fields the tenant has configured:
Use the returned field IDs and labels as hints when collecting investor data. If the call fails, proceed without it — custom fields are optional.
Step 2 — Collect investor information
Ask the user for:
- Name (required) — the investor firm name (e.g. "Sequoia Capital", "a16z")
- Custom fields (optional) — any fields returned in Step 1 (e.g. website, location, industry, about, tags)
If the user has already provided details in their message, extract them directly without re-asking.
Step 3 — Create the investor
Call:
Omit fields entirely if no custom field data was provided.
Step 4 — Report result
On success, respond with:
"Investor {name} created successfully (ID:
{id})."
On error, show the error message and suggest:
- Check that
nameis provided and non-empty - Verify custom field IDs match the keys returned by
get_investor_custom_fields
Adding multiple investors
If the user wants to add multiple investors at once, repeat Steps 2–4 for each one. After all are done, summarize:
"Created N investors: [list of names with IDs]"
