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add-company

Create company records in Carta CRM via MCP tools with custom field validation.

12|16|Updated Mar 26, 2026
Search Tags:#data entry#mcp server#crm automation#crm workflow#carta crm#company records#add company
One-click install
npx skills add https://github.com/carta/plugins --skill add-company
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: add-company
Source: https://github.com/carta/plugins/tree/main/plugins/carta-crm/skills/add-company
Command: npx skills add https://github.com/carta/plugins --skill add-company

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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.

Frequently Asked Questions about add-company

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate company records creation in Carta CRM?▼

You can automate company records creation in Carta CRM by conversing with the Skill to collect required and optional details, which it then submits via the MCP server. It validates custom fields and returns the created record IDs.

Can I add multiple company records to Carta CRM in one session?▼

Yes, you can add multiple company records to Carta CRM in a single session. The Skill supports bulk record creation, making it ideal for onboarding portfolio companies or updating CRM data in batches.

How do custom fields work when adding a company to Carta CRM?▼

The Skill auto-discovers your tenant's configured company custom fields using the get_company_custom_fields MCP tool, ensuring all entered data matches your CRM's schema before creating the record.

Do I need to fill out a manual form to add a company to Carta CRM?▼

No, you do not need to fill out a manual form. The Skill uses conversational data collection to gather the required company name and optional details like logo URLs, eliminating manual form filling.

What details are required to create a company record in Carta CRM?▼

The only required detail to create a company record in Carta CRM is the company name. Optional details like logo URLs and tenant-specific custom fields can be added conversationally.

Is there a way to validate CRM data before creating a company record?▼

Yes, the Skill validates data by integrating with the get_company_custom_fields MCP tool to ensure all inputs align with your organization's CRM schema before calling the create_company tool.

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