From carta-crm
Updates an existing investor record in the Carta CRM by resolving the investor ID, collecting changed fields, and calling the update API.
How this skill is triggered — by the user, by Claude, or both
Slash command
/carta-crm:update-investorhaikuThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Partially update an existing investor. Only fields provided are modified — this is
Partially update an existing investor. Only fields provided are modified — this is a partial update, not a replacement. First resolve the investor ID, collect what to change, then call the update tool.
If the user provided an investor ID directly, use it and skip to Step 3.
If only a name or description was given, search first:
mcp__carta_crm__search_investors({ query: "<name>", limit: 10 })
If multiple investors match, present the list and ask the user to confirm which one to update (show name and ID for each).
Ask the user what they want to change:
If the user wants to update custom fields but isn't sure of field IDs, fetch the schema first:
mcp__carta_crm__get_investor_custom_fields()
If the user has already specified what to change in their message, extract it directly without re-asking.
Important: Only include fields that are explicitly being changed. Omit everything else.
Call:
mcp__carta_crm__update_investor({
id: "<investor id>",
name: "<updated name>",
fields: {
"<field_id>": "<value>"
}
})
Omit name if it is not being changed. Omit fields if no custom fields are changing.
Only include the specific keys within fields that are being updated.
On success, respond with a summary of what changed:
"Investor {name} updated (ID:
{id}). Changed: [list of changed fields]"
On error, show the error message and suggest:
/search-investors to find itIf the user wants to apply the same change to multiple investors, repeat Steps 1 and 3–4 for each. Summarize at the end:
"Updated N investors: [list of names]"
npx claudepluginhub anthropics/claude-plugins-official --plugin carta-crmCreates investor records in Carta CRM by collecting details conversationally and using the MCP server. Triggered on phrases like "add an investor" or "/add-investor".
Guides Finta workflows for investor updates with Stripe/Mercury metrics, cap table tracking via Carta/Pulley, and LP relationship management post-fundraise.
Generates interactive co-investor reports from Carta SPA data with clickable portfolio drill-downs. Answers who invested alongside you in specific companies.