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add-deal

Skill

Creates one or more deal records in the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a deal", "create a deal", "log a deal", "add deal to CRM", "add deal to Carta CRM", or "/add-deal". Collects deal information conversationally, then creates it via the M

0Sales

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/add-deal

What is add-deal?

Creates one or more deal records in the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a deal", "create a deal", "log a deal", "add deal to CRM", "add deal to Carta CRM", or "/add-deal". Collects deal information conversationally, then creates it via the MCP server.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

~78 tokens of context used while enabled, before you invoke anything

All declared tools (1)
mcp__carta__crm_call_tool

Documentation

README · ~2 min read
`_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: `_instrumentation_v2: {"skills": [":", ...], "model": ""}` e.g. `{"skills": ["carta-cap-table:carta-issue-securities"], "model": "claude-sonnet-5"}` List only Carta skills in use, each namespaced `"plugin:skill"` (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`).

Overview

Help the user create one or more deal records in the Carta CRM. First fetch available pipelines and custom fields, then collect deal details conversationally, then call create_deal.

Step 1 — Fetch available pipelines and stages

Call the pipelines tool so the user can pick a pipeline and stage by name:

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