add-contact - SKILL.md Agent Skill

name: add-contact description: > Adds one or more contact records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a contact", "create a contact record", "add contact to CRM", "save a contact", "upload contact to Carta CRM", or "/add-contact". Collects contact information conversationally, then creates it via the MCP server. Only name is required — all other fields are optional. allowed-tools: - mcp__carta_crm__create_contact - mcp__carta_crm__get_contact_custom_fields version: 1.0.0 model: haiku

Overview

Help the user create one or more contact records in the Carta CRM using the create_contact MCP tool. Only name is required — collect that and any other details the user has already provided, then call the tool. Do not block on optional fields.

Step 1 — Collect contact information

Only name is required. Extract everything the user has already provided in their message without re-asking. If name is missing, ask for it once.

Fields you can collect:

name (required) — full name, or derived from firstName + lastName
firstName, lastName, middleName (optional)
emailDetail — primary email; emailDetailSecond/Third/Fourth for additional emails
phone — primary phone; businessPhone/thirdPhone/fourthPhone for additional numbers
title — job title
headline — short bio or tagline
location — work location: city, state, country
socialLinks — linkedinUrl, twitterUrl, githubUrl, facebookUrl
jobs — work experience: array of {companyName, title, startedOn, endedOn}
tags — array of string tags
notes — free-text notes
listId — if provided, adds the contact to that list

If the user wants to populate custom fields, fetch the schema first:

mcp__carta_crm__get_contact_custom_fields()

Never ask for listId unless the user brings it up.

Step 2 — Create the contact

Call:

mcp__carta_crm__create_contact({
  name: "<contact name>",
  firstName: "<first>",
  lastName: "<last>",
  emailDetail: "<email>",
  phone: "<phone>",
  title: "<title>",
  tags: ["<tag1>"],
  fields: { "<field_id>": "<value>" }
})

Include only the fields the user provided. Omit everything else.

Step 3 — Report result

On success, respond with:

"Contact {name} saved successfully (ID: {id})."

On error, show the error message and suggest:

Check that name is provided and non-empty
Verify the listId exists if one was provided

Adding multiple contacts

If the user wants to add multiple contacts, repeat Steps 1–3 for each one, then summarize:

"Created N contacts: [list of names with IDs]"