<!-- carta:plugin-version --> <carta-plugin>carta-crm:1.14.5</carta-plugin>

Carta CRM Home — publish

Publishes the CRM Home as Carta CRM Home - <Organization>, favicon 📇.

You never assemble or read the page. crm-api builds it and serves it as an MCP resource, so this skill fetches that resource and stamps two things into it. That is deliberate: the page's JavaScript calls the card tools of the server it will read from, so fetching it from that same server is what keeps the two in step. A copy vendored into this repository would drift the moment the Home view changed, and would call tools whose payloads had moved on.

What the page does

One manifest call, then one call per card, all through crm_read_tool:

Card	Tool
Your CRM at a glance	get_crm_home_counts
Pipeline by stage	get_crm_home_pipeline
Deals added recently	get_crm_home_deals
Contacts added recently	get_crm_home_contacts
Latest notes	get_crm_home_notes
Meetings today	get_crm_home_meetings
What you can ask	rendered in the page, no tool

The manifest decides which of those the organization may see, so the page never chooses for itself what to show.

The grant, and why it is this narrow

The page declares crm_read_tool and nothing else. Every viewer of the URL inherits that grant, and a non-empty capabilities object replaces the stored one on every republish, so it cannot be trimmed afterwards.

crm_read_tool cannot write. It refuses, rather than executing:

CRM tool 'update_deal' writes, so it is not available through crm_read_tool.

Do not add crm_call_tool. It reaches the whole catalogue, including every write, and handing that to everyone who opens a URL is a different thing entirely from showing them a dashboard.

Step 0: Gates

Resolve the connector name. Call list_connectors and take the Carta connector's display name. This is the one thing the page cannot work out for itself, and a wrong name fails every card with server_not_connected. A firm-specific deployment carries its own name, so never assume Carta.

Resolve the organization. Call get_current_user. Its organization names the published artifact. One artifact per organization, so two never write over each other.

Confirm the user holds CRM. If get_current_user reports no CRM access, say so and stop.

Step 1: Fetch the page and its build id

List the resources first, and read the URI off the row rather than assuming it.

ListMcpResourcesTool(server: "<connector display name>")

Take the row whose URI ends crm-home.html — today the proxy serves it at ui://carta/crm-home.html. The URI carries no build hash: it is a constant, and the proxy owns it, so it does not move when crm-api rebuilds the page. Read it from the list anyway, so a later rename in the proxy does not need a change here.

crm-api registers the same bundle under ui://carta-crm/home.html. That URI is internal to the proxy and no host can resolve it, so never pass it here.

ReadMcpResourceTool(server: "<connector display name>", uri: "<the URI from the list>")

Then read the build id off the manifest, which is the only place it exists:

crm_read_tool({ "name": "get_crm_home", "arguments": {} })

Keep its viewBuildId. Step 2 stamps it, and the page compares it against a fresh manifest call to tell a reader their copy is behind. It comes from the manifest and not from the URI because the URI has no hash to take.

If the resource is not listed, the organization is outside the Home rollout. crm-api withholds it exactly when it withholds the card tools, so there is nothing to publish and a page built anyway would be a column of errors. Tell the user the Home is not switched on for their organization, and stop. Do not fall back to the views bundle at ui://carta/crm-views.html: it is a different build that expects a host to hand it a result, and it carries demo fixtures.

The read is large, so the result is saved to a file and you are given the path rather than the content. Keep the path and pass it to Step 2. Do not open it — Step 2 reads it, and nothing in this skill needs the page in your context.

Step 2: Stamp the page

The script lives in this skill's own scripts/ directory.

Path — do NOT rely on ${CLAUDE_PLUGIN_ROOT} in bash. In the Cowork sandbox that env var is empty, so uv run "${CLAUDE_PLUGIN_ROOT}/…" resolves to a broken path. Use the base directory reported for this skill when it loaded (it ends in /skills/carta-crm-home-build) as <SKILL_DIR>. If you do not have it, resolve it once with a scoped find (NOT find /):

SKILL_DIR="$(dirname "$(dirname "$(find /sessions "$HOME" -type f -path '*/carta-crm-home-build/scripts/build_artifact.py' 2>/dev/null | head -1)")")"

uv run "<SKILL_DIR>/scripts/build_artifact.py" \
  --resource "<path from Step 1>" \
  --connector "<connector display name>" \
  --organization "<organization from Step 0>" \
  --build-id "<viewBuildId from Step 1>" \
  --out <outputs-directory>/crm-home-<slug>.html

<slug> is the organization lowercased with non-alphanumerics collapsed to -, so two organizations never write over each other's file.

The script writes three things and validates the rest:

• <meta name="carta-connector">, where the page reads which connector to call.
• <meta name="carta-home-build">, the viewBuildId from Step 1. The page compares it against viewBuildId on a fresh manifest call and shows a rebuild notice when the two disagree. Pass it every time: without --build-id the page carries no stamp, and a page with no stamp never reports being behind. This is also why the page must be fetched fresh rather than reused from a previous run.
• the <title> that names the artifact.

It refuses a page that never calls get_crm_home, or one carrying the other views, so a wrong resource stops here rather than reaching a URL.

Step 3: Find an already-published CRM Home

Artifact({action: "list", scope: "mine"})

Look for one titled exactly Carta CRM Home - <Organization>. If it is there, keep its url so Step 4 redeploys in place and the bookmark keeps working. If there is none, omit url and this organization gets its own artifact.

An artifact for a different organization is not a match — reusing its url would replace that organization's page with this one.

Two neighbours to leave alone. Carta Home - <firm> (favicon 🏠) belongs to carta-investors' carta-home-build. Carta Home - <company> (favicon 📊) belongs to carta-cap-table's carta-captable-home-build. Neither is a CRM Home, and publishing over one would replace a colleague's dashboard.

Step 4: Publish

action defaults to "publish", so it is omitted. url is the only difference between a first publish and a redeploy.

Artifact({
  file_path: "<outputs-directory>/crm-home-<slug>.html",
  url: "<url from Step 3 — omit entirely on a first publish>",
  description: "Your Carta CRM at a glance — pipeline by stage, recent deals and contacts, latest notes, and today's meetings.",
  favicon: "📇",
  label: "Rebuilt from the Carta CRM Home resource",
  capabilities: {
    mcp: {
      servers: [
        {
          server: "<connector display name>",
          tools: ["crm_read_tool"]
        }
      ]
    }
  }
})

No title here, and do not add one. The tool takes the title from the file's own <title> tag, which Step 2 set. Passing one as well would only apply if the tag were missing, and it would drift from the page.

Omit favicon on a redeploy. A viewer finds their tab by its icon, so it stays 📇 for the life of the artifact.

Step 5: Confirm it works

Give the user the URL and tell them what it will and will not do:

• It reads live, so it is current whenever they open it, not a snapshot.
• It cannot write to their CRM.
• Anyone they share it with reads their CRM data through it. Say this plainly.

If they report every card failing, the connector name is the first thing to check: a page stamped with a name their session does not carry gets server_not_connected on every call. Rebuild with the right name and republish to the same url.

What this skill does not do

It does not render the Home in the conversation. That is the home skill, and it is the one that works everywhere the CRM MCP is reachable. This skill only publishes.

It does not choose between the two. The home skill selects a target and calls this one when the user wants a page.

It does not build the page. If the Home looks wrong, the fix is in crm-api's src/components/mcp/ui, not here. Rebuilding through this skill republishes whatever that server currently serves.