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add-deal

Create validated deal records in the Carta CRM via MCP server endpoints.

12|16|Updated Mar 26, 2026
Search Tags:#crm#investor relations#sales operations#pipeline management#carta crm#deal creation#bulk entry
One-click install
npx skills add https://github.com/carta/plugins --skill add-deal
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: add-deal
Source: https://github.com/carta/plugins/tree/main/plugins/carta-crm/skills/add-deal
Command: npx skills add https://github.com/carta/plugins --skill add-deal

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Manually entering deal records into the Carta CRM is time-consuming and prone to errors, especially when handling multiple deals or custom field requirements. This Skill automates the entire process conversationally, ensuring accurate, consistent data entry without manual form filling.

Core Features & Use Cases

  • Automated Pipeline & Field Validation: Fetches valid pipeline stages and custom field schemas to prevent invalid deal entries.
  • Conversational Data Collection: Extracts deal details directly from user messages, only prompting for missing information.
  • Bulk Deal Support: Logs multiple deals in one session, with a final summary of all created records.
  • Real-World Use Case: A venture capital associate logging 12 new deals from a recent investor roadshow can use this Skill to enter each deal with the correct pipeline stage, custom sector tags, and company details, reducing data entry time from hours to minutes.

Quick Start

Use the add-deal skill to create a new deal record for Acme Corp in the Sourcing stage of the Main Pipeline with the tag "series-a" and a comment noting it came from a warm partner introduction.

Frequently Asked Questions about add-deal

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

FAQPage Schema
How do I automate deal creation in Carta CRM to prevent manual data entry errors?▼

Automating deal creation in Carta CRM requires a Skill that fetches valid pipeline stages and custom field schemas to validate records conversationally, eliminating manual form filling and preventing invalid deal entries.

Can I log multiple investor deals in a single Carta CRM session?▼

You can log multiple investor deals in a single Carta CRM session using bulk deal support, which extracts details conversationally and provides a final summary of all created records to streamline fundraising workflows.

Do I need a Carta CRM MCP server to populate custom fields for venture capital deals?▼

Populating custom CRM fields for venture capital deals requires access to Carta CRM MCP server endpoints to retrieve pipeline options, fetch custom field schemas, and submit validated deal creation requests.

What is the best way to update pipeline stage progress for private equity fundraising operations?▼

Updating pipeline stage progress for private equity fundraising is best handled by conversational data collection that extracts deal details from messages and validates them against fetched pipeline stages before submission.

Why does Carta CRM deal creation fail when entering invalid pipeline stages or custom fields?▼

Carta CRM deal creation fails with invalid stages or fields because the Skill applies automated pipeline and field validation by fetching valid schemas, ensuring only accurate and consistent data enters the CRM system.

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