From carta-crm
Creates company records in Carta CRM by collecting details conversationally and calling the MCP server. Supports custom fields and batch creation.
How this skill is triggered — by the user, by Claude, or both
Slash command
/carta-crm:add-companyhaikuThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Help the user create one or more company records in the Carta CRM using the
Help the user create one or more company records in the Carta CRM using the
create_company MCP tool. Collect company details conversationally, validate
required fields, then call the tool.
Call the custom fields tool to see what fields the tenant has configured:
mcp__carta_crm__get_company_custom_fields()
Use the returned field IDs and labels as hints when collecting company data. If the call fails, proceed without it — custom fields are optional.
Ask the user for:
If the user has already provided details in their message, extract them directly without re-asking.
Call:
mcp__carta_crm__create_company({
name: "<company name>",
image: "<logo url>",
fields: {
"<field_id>": "<value>"
}
})
Omit image and fields if not provided.
On success, respond with:
"Company {name} created successfully (ID:
{id})."
On error, show the error message and suggest:
name is provided and non-emptyget_company_custom_fieldsIf the user wants to add multiple companies at once, repeat Steps 2–4 for each one. After all are done, summarize:
"Created N companies: [list of names with IDs]"
npx claudepluginhub anthropics/claude-plugins-official --plugin carta-crmCollects contact information conversationally and creates contact records in Carta CRM via MCP. Only name is required.
Manages Attio CRM companies, contacts, notes, and deals via Python scripts: search/get companies, create/update records, add notes, parse URLs. For CRM automation.
Manages ConnectWise PSA company records via API: create, update, search; handle types, statuses, sites/locations, custom fields, relationships.