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add-investor
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Adds one or more investor records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add an investor", "/add-investor", "add investor to Carta CRM", "create investor record", "add this VC fund to the CRM", or "save investor data". Collects investor information conversationally, then creates it via the MCP server.
By carta schedule Updated 5/8/2026 Install via CLI
npx skills add https://github.com/carta/plugins --skill add-investor
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