スキルKnowledge Workproductivity

💰add-fundraising

プラグイン: carta-crm
ソース: GitHub で見る ↗

説明

Carta CRM MCP Server経由でCarta CRMに1件以上の資金調達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「資金調達を追加する」「資金調達を作成する」「資金調達ラウンドをログに記録する」「CRMに資金調達を追加する」「資金調達レコードを作成する」「/add-fundraising」などの言葉を述べる場合。資金調達情報を会話形式で収集してから、MCP serverを経由して作成します。

原文を表示

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

ユースケース

✓資金調達を追加するとき
✓資金調達ラウンドをログに記録する場面
✓資金調達レコードを作成するとき

本文

Overview

Help the user create one or more fundraising records in the Carta CRM using the create_fundraising MCP tool. Collect details conversationally, then call the tool.

Step 1 — Fetch available stages (optional but recommended)

Call the stages tool so the user can pick a stage by name:

mcp__carta_crm__get_fundraising_stages()

Present the stage names to the user. If the call fails, proceed without it — stage defaults to the first stage if omitted.

Step 2 — Discover available custom fields (optional)

mcp__carta_crm__get_fundraising_custom_fields()

Use returned field IDs and labels as hints when collecting fundraising data. If the call fails, proceed without it.

Step 3 — Collect fundraising information

Ask the user for:

Name (required) — the fundraising round name (e.g. "Acme Corp Series B", "Project Atlas Seed Round")
Stage (optional) — which stage this fundraising is in (from Step 1)
Custom fields (optional) — any fields returned in Step 2

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

Step 4 — Create the fundraising

Call:

mcp__carta_crm__create_fundraising({
  name: "<fundraising name>",
  stageId: "<stage id>",
  fields: {
    "<field_id>": "<value>"
  }
})

Omit stageId and fields if not provided.

Step 5 — Report result

On success, respond with:

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

On error, show the error message and suggest:

Check that name is provided and non-empty
Verify stage IDs are valid — run get_fundraising_stages to list options
Verify custom field IDs match the keys returned by get_fundraising_custom_fields

Adding multiple fundraisings

If the user wants to add multiple fundraisings at once, repeat Steps 3–5 for each one. After all are done, summarize:

"Created N fundraisings: [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。