スキルKnowledge Workproductivity

🏢add-company

プラグイン: carta-crm
ソース: GitHub で見る ↗

説明

Carta CRM MCP Serverを通じて、Carta CRMに1つ以上の企業レコードを追加します。 **次のような場合に使用:** ユーザーが「企業を追加」「企業レコードを作成」「企業をCRMに追加」「企業をCarta CRMに追加」「/add-company」といった表現を使用した場合企業情報を会話形式で収集し、MCP serverを経由して作成します。

原文を表示

Adds one or more company records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a company", "create company record", "add company to CRM", "add company to Carta CRM", or "/add-company". Collects company information conversationally, then creates it via the MCP server.

ユースケース

✓企業レコードを新規作成するとき
✓企業情報をCarta CRMに追加するとき
✓複数の企業データを一括登録するとき

本文

Overview

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.

Step 1 — Discover available custom fields (optional but recommended)

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.

Step 2 — Collect company information

Ask the user for:

Name (required) — the company name (e.g. "Stripe", "Acme Corp")
Image URL (optional) — company logo URL
Custom fields (optional) — any fields returned in Step 1 (e.g. website, industry, location, about, tags)

If the user has already provided details in their message, extract them directly without re-asking.

Step 3 — Create the company

Call:

mcp__carta_crm__create_company({
  name: "<company name>",
  image: "<logo url>",
  fields: {
    "<field_id>": "<value>"
  }
})

Omit image and fields if not provided.

Step 4 — Report result

On success, respond with:

"Company {name} created successfully (ID: {id})."

On error, show the error message and suggest:

Check that name is provided and non-empty
Verify custom field IDs match the keys returned by get_company_custom_fields

Adding multiple companies

If 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]"

原文・著作権は Anthropic および各プラグイン作者に帰属します。日本語訳は Claude API による自動翻訳です。