add-company
OfficialInstantly add company records to Carta CRM.
Marketing & Sales#data entry#mcp server#crm automation#crm workflow#carta crm#company records#add company
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Manually creating company records in the Carta CRM is time-consuming and prone to data entry errors, especially when handling multiple records or tenant-specific custom fields.
Core Features & Use Cases
- Conversational Data Collection: Gathers required company name and optional details like logo URLs and custom fields through natural conversation, eliminating manual form filling.
- Custom Field Validation: Auto-discovers your tenant's configured company custom fields to ensure all entered data matches your CRM's schema.
- Bulk Record Creation: Supports adding multiple company records in a single session, ideal for onboarding portfolio companies or updating CRM data in batches.
Quick Start
Tell the skill the name and details of the company you want to add to Carta CRM, and it will create the record for you and share the new record ID.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: add-company Download link: https://github.com/carta/plugins/archive/main.zip#add-company Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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