Adds one or more investor records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add an investor", "/add-investor", "add investor to Carta CRM", "create investor record", "add this VC fund to the CRM", or "save investor data". Collects investor information conversationally, then creates it via the MCP server.
Install
npx skills add carta/plugins --skill add-investornpx skills add carta/plugins --skill add-investor -a claude-code -gnpx skills add carta/plugins --skill add-investor -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/add-investorgh skill install carta/plugins add-investorgit 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-investor ~/.claude/skills/add-investor # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/add-investor ~/.agents/skills/add-investor # Codex, Cursor, Gemini CLI, Copilot, OpenCode