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.
Install
npx skills add carta/plugins --skill add-dealnpx skills add carta/plugins --skill add-deal -a claude-code -gnpx skills add carta/plugins --skill add-deal -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/add-dealgh skill install carta/plugins add-dealgit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/add-deal ~/.claude/skills/add-deal # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/add-deal ~/.agents/skills/add-deal # Codex, Cursor, Gemini CLI, Copilot, OpenCode