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👤add-investor

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つ以上の投資家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「投資家を追加する」「/add-investor」「投資家をCarta CRMに追加」「投資家レコードを作成」「このVCファンドをCRMに追加」「投資家データを保存」などと言う場合投資家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 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.

ユースケース

✓投資家を追加する必要があるとき
✓投資家レコードを作成するとき
✓VCファンドをCRMに登録するとき
✓投資家データを保存するとき

本文

Overview

Help the user create one or more investor records in the Carta CRM using the create_investor MCP tool. Collect investor 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_investor_custom_fields()

Use the returned field IDs and labels as hints when collecting investor data. If the call fails, proceed without it — custom fields are optional.

Step 2 — Collect investor information

Ask the user for:

Name (required) — the investor firm name (e.g. "Sequoia Capital", "a16z")
Custom fields (optional) — any fields returned in Step 1 (e.g. website, location, industry, about, tags)

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

Step 3 — Create the investor

Call:

mcp__carta_crm__create_investor({
  name: "<investor name>",
  fields: {
    "<field_id>": "<value>"
  }
})

Omit fields entirely if no custom field data was provided.

Step 4 — Report result

On success, respond with:

"Investor {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_investor_custom_fields

Adding multiple investors

If the user wants to add multiple investors at once, repeat Steps 2–4 for each one. After all are done, summarize:

"Created N investors: [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。