Skills

discover

Finds companies matching criteria (industry, size, location, technologies), estimates how many contacts exist across them, and manages saved searches. Use when the user wants to find companies, build a target-account list, or size a prospecting batch before spending credits. Browsing is free.

enrich-company

Researches a company by fetching its website and returning structured profile data. Use this skill when the user says things like "enrich this company", "look up company info", "research this company", "what does [domain] do", "get company details for [url]", "find info on [company]", or "/enrich-co

search-investors

Searches for and retrieves investor records from the Carta CRM. Use this skill when the user says things like "find an investor", "search investors", "look up an investor", "show me investor details for [name]", "get investor by ID", "list investors", "what investors do we have", or "/search-investo

add-company

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

update-fundraising

Updates an existing fundraising record in the Carta CRM. Use this skill when the user says things like "update a fundraising", "edit fundraising", "update fundraising details", "change fundraising stage", "update fundraising fields", or "/update-fundraising". Accepts a fundraising ID or name (will s

find-similar

Find companies or contacts similar to a given reference. Provide a company name/domain or a person's name/email and get a ranked list of lookalikes scored by similarity. Useful for territory expansion, TAM analysis, competitive mapping, expanding buyer networks, and building targeted prospecting lis

aidp-siebel

Read from Oracle Siebel CRM into a Spark DataFrame in an AIDP notebook via the AIDP `aidataplatform` Spark format handler. Use when the user mentions Siebel, Siebel CRM, S_CONTACT, S_ORG_EXT, or has a Siebel host/port. Auth is host/port + database name + user/password. Read-only.

add-fundraising

Adds one or more fundraising records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a fundraising", "create a fundraising", "log a fundraising round", "add fundraising to CRM", "create fundraising record", or "/add-fundraising". Collects fundraising

search-deals

Searches for and retrieves deal records from the Carta CRM. Use this skill when the user says things like "find a deal", "search deals", "look up a deal", "show me deals for [company]", "get deal by ID", "find deal in [stage]", "list deals", "what deals do we have for [company]", or "/search-deals".