Carta CRM
Keeping a CRM current is form-by-form clicking, which is why it goes stale. This plugin gives Claude Code twenty-two skills for the Carta CRM — searching, adding and updating investors, companies, contacts, deals, notes and fundraisings, plus company enrichment, deal-flow analytics and meeting prep — so record-keeping happens in the same conversation as the work.
Third-party, by Carta
July 31, 2026
Install the plugin
Plugins install through Claude Code’s plugin marketplace. Two commands, no files to place by hand.
- 1
Add the marketplace
Run this once in Claude Code. It registers the marketplace this plugin installs from (knowledge-work-plugins), so every plugin in it becomes installable.
/plugin marketplace add anthropics/knowledge-work-plugins - 2
Install the plugin
Installs this plugin and everything it bundles. Restart Claude Code afterwards so it picks the new skills up.
/plugin install carta-crm@knowledge-work-plugins
Carta publishes this plugin, and Anthropic distributes it in the
knowledge-work-plugins marketplace. We list it here because investor and deal
tracking is a job people come to this catalog looking for — we did not write it
and have not reviewed it.
The problem it goes after, in Carta’s own framing: keeping the Carta CRM current means clicking through the app form by form to add or update investors, companies, contacts, deals and notes, which is tedious for more than a single record and easy to let go stale.
Most of the twenty-two skills are the plain CRUD pairs — search, add and update across each record type. The ones worth knowing about are the rest: company enrichment, deal-flow analytics, and meeting prep that pulls the relevant records together before a call. It all runs through Carta’s hosted MCP server, so nothing works until that connector is authorized.
The skills it ships
- add-company
- add-contact
- add-deal
- add-fundraising
- add-investor
- add-note
- deal-flow-analytics
- enrich-company
- prepare-for-meeting
- search-companies
- search-contacts
- search-deals
- search-fundraisings
- search-investors
- search-notes
- tutorial
- update-company
- update-contact
- update-deal
- update-fundraising
- update-investor
- update-note
MCP connectors it declares
Carta's hosted MCP server. Every CRM read and write in this plugin goes through it, so the plugin does nothing until it is connected and authorized against your Carta account.
View config snippet
# Carta hosts this MCP server — nothing to install locally.
# Add the endpoint to your MCP client, then authorize via OAuth.
claude mcp add carta --transport http https://mcp.app.carta.com/mcp