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SkillMaxx / Productivity / Carta Crm
Carta Crm
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.
- GitHub
- carta/plugins ↗
- Stars
- ★ 14
- Last updated
- Hands-on tests
- Tested ✓ in 2 of 5
Install
Tested ✓✓ Verified from docsOfficial docs ↗
/plugin install carta-crm@claude-plugins-officialTested ✓ on 2026-10-16: installed and loaded in a throwaway sandbox with no credentials.
Log excerpt
Installing plugin "carta-crm@claude-plugins-official"...✔ Successfully installed plugin: carta-crm@claude-plugins-official (scope: user)
$ verify:
❯ carta-crm@claude-plugins-official
Status: ✔ enabled1 run, latest 2026-10-16
Not yet tested
No official Codex instructions yet. We haven't found docs saying this works in Codex.
Know it works? Tell us →Tested ✓✓ Verified from docsOfficial docs ↗
Auto-loaded from your Claude Code plugins (no extra setup per xAI docs)Tested ✓ on 2026-10-16: installed and loaded in a throwaway sandbox with no credentials.
Log excerpt
Installed 1 plugin(s) from claude-plugins-official: carta-crm $ verify: carta-crm-4e493d9e: carta-crm [git: https://github.com/carta/plugins.git] (claude-plugins-official)
1 run, latest 2026-10-16
Not yet tested
No official Cursor instructions yet. We haven't found docs saying this works in Cursor.
Know it works? Tell us →Not yet tested
No official Pi instructions yet. We haven't found docs saying this works in Pi.
Know it works? Tell us →README
View on GitHub ↗Carta Plugins
Read-only mirror. This repo is automatically published from an internal repository. Do not open pull requests here — all development and review happens internally.
The official repository of Carta plugins for AI Agents, as a Claude Plugin Marketplace.
Documentation
Visit the Carta Developer Platform website here for installation and support documentation.
Plugins
| Plugin | Description |
|---|---|
| carta-cap-table | Skills and MCP server for querying Carta cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more |
| carta-crm | Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the public API |
| carta-investors | Skills and MCP server for querying Carta fund admin data, including NAV, performance, allocations, and regulatory reporting |
Preview from the source repo. Images are removed.
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