add-contact

Create single or multiple contact records in Carta CRM via MCP server.

12|16|Updated Mar 26, 2026
One-click install
npx skills add https://github.com/carta/plugins --skill add-contact
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: add-contact
Source: https://github.com/carta/plugins/tree/main/plugins/carta-crm/skills/add-contact
Command: npx skills add https://github.com/carta/plugins --skill add-contact

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Manually entering contact records into Carta CRM is slow and error-prone, especially when adding multiple contacts or capturing detailed information like work history, social links, and custom fields.

Core Features & Use Cases

  • Conversational Data Collection: Gathers all required and optional contact details (name, email, phone, job title, work experience, tags, etc.) through natural conversation, only requiring a full name to proceed.
  • Bulk Contact Creation: Supports adding multiple contacts in a single workflow, returning a summary of all created records with their unique Carta CRM IDs.
  • Use Case: Fund administrators, sales teams, and investor relations professionals can quickly add new contacts to Carta CRM without navigating the platform's UI, just by providing contact details in plain language.

Quick Start

Provide the full name and any available details of the contact you want to add to Carta CRM, and the skill will create the record for you.

Frequently Asked Questions about add-contact

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

FAQPage Schema
How do I add new contacts to Carta CRM without manual data entry?

To add contacts to Carta CRM without manual data entry, provide a full name and optional details like email, phone, or job title. The system creates the record automatically via the CRM server and returns the created contact IDs for verification.

Can I create multiple contacts in Carta CRM at the same time?

Yes, you can create multiple contacts in Carta CRM simultaneously. The bulk creation workflow processes multiple entries in a single session, returning a summary of all created records with their unique CRM IDs.

What information is required to add a contact to Carta CRM?

The only required information to add a contact to Carta CRM is the contact's full name. Optional fields include email, phone, job title, work history, social links, and custom CRM fields to enrich the record.

Does Carta CRM contact creation support custom fields?

Yes, Carta CRM contact creation supports custom fields. You can include custom CRM fields when providing contact details, and the system fetches custom field schemas on request to ensure accurate data mapping.

What is the best way to automate investor relations contact management in Carta CRM?

The best way to automate investor relations contact management in Carta CRM is using conversational data collection. Provide plain language contact details to bypass the platform UI and let the system automatically generate the records.