Carta Fund Admin Requests
作者 carta6ab81016389c無授權條款14 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫今天更新
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).
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| 路徑 | 大小 | 類型 |
|---|---|---|
| SKILL.md | 10.6 KB | text/markdown |
來源與署名
來源：carta/plugins位於plugins/carta-investors/skills/carta-fund-admin-requests提交6ab8101
授權條款： 無授權條款
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更多來自 carta/plugins 的技能
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透過查詢 Carta 資料倉儲並格式化結果，回答 Carta Web / Fund Admin 投資人資料問題。
Carta Download Tearsheet
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透過 Carta MCP 伺服器下載投資組合公司與基金的 Carta 撕頁（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
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依 ID 或名稱部分更新 Carta CRM 中既有的投資人紀錄。
Update Fundraising
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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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在 Carta CRM 中部分更新既有交易紀錄，只修改使用者指定的欄位。