Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the public API.
Set the following environment variable before using this plugin:
export LISTALPHA_API_KEY="your-api-key-here"You can find your API key in the Carta CRM app under Settings → API Keys.
Just tell Claude what investor you want to add:
"Add Sequoia Capital to the CRM — their website is sequoiacap.com and they focus on early-stage tech."
"Upload these three investors: a16z, Benchmark, and Founders Fund."
"Create an investor record for Accel Partners with location Palo Alto, CA."
Claude will collect any missing required information, then create the record(s) via the API and confirm the result.
| Skill | Trigger phrases |
|---|---|
add-investor |
"add investor", "add investor to Carta CRM", "create investor record", "add VC fund to CRM" |
add-company |
"add a company", "create company record", "add company to CRM" |
add-contact |
"add a contact", "create contact record", "add contact to CRM", "save a contact" |
add-deal |
"add a deal", "create a deal", "log a deal", "add deal to CRM" |
add-note |
"add a note", "create a note", "log a note", "add note to CRM" |
add-fundraising |
"add a fundraising", "create a fundraising", "log a fundraising round" |
| Skill | Trigger phrases |
|---|---|
search-investors |
"find an investor", "search investors", "look up an investor" |
search-companies |
"find a company", "search companies", "look up a company" |
search-contacts |
"find a contact", "search contacts", "look up a person" |
search-deals |
"find a deal", "search deals", "show me deals for [company]" |
search-notes |
"find a note", "search notes", "look up a note" |
search-fundraisings |
"find a fundraising", "search fundraisings", "show fundraising pipeline" |
| Skill | Trigger phrases |
|---|---|
update-investor |
"update an investor", "edit investor", "update investor details" |
update-company |
"update a company", "edit company", "update company details" |
update-contact |
"update a contact", "edit contact", "update contact details" |
update-deal |
"update a deal", "move deal to [stage]", "change deal stage" |
update-note |
"update a note", "edit note", "update note content" |
update-fundraising |
"update a fundraising", "edit fundraising", "update fundraising details" |
| Skill | Trigger phrases |
|---|---|
enrich-company |
"enrich this company", "look up company info", "research this company" |
lookup-fund-portfolio |
"look up portfolio of [fund]", "get portfolio companies for [fund website]" |