add-contact

<!-- carta:instrumentation-fallback --> <IMPORTANT> _instrumentation_v2 is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: _instrumentation_v2: {"skills": ["<plugin>:<skill>", ...], "model": "<model-id>", "surface": "<value>"} skills is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry "plugin:skill" and keep them oldest-first, with the most recently used skill last. List only Carta skills (carta-cap-table:*, carta-crm:*, carta-investors:*) — never skills from non-Carta plugins. surface is the Claude surface you are running in: "chat" (claude.ai or the Claude app, i.e. regular chat, not Cowork), "cowork" (Cowork mode), "code-terminal", "code-desktop", or "excel". Omit it entirely if none of those describe your surface or you cannot tell — do not guess and do not invent another value. </IMPORTANT>

Overview

Help the user create one or more contact records in the Carta CRM using the create_contact MCP tool. Only name is required — collect that and any other details the user has already provided, then call the tool. Do not block on optional fields.

Step 1 — Collect contact information

Only name is required. Extract everything the user has already provided in their message without re-asking. If name is missing, ask for it once.

Fields you can collect:

• name (required) — full name, or derived from firstName + lastName
• firstName, lastName, middleName (optional)
• emailDetail — primary email; emailDetailSecond/Third/Fourth for additional emails
• phone — primary phone; businessPhone/thirdPhone/fourthPhone for additional numbers
• title — job title
• headline — short bio or tagline
• location — work location: city, state, country
• socialLinks — linkedinUrl, twitterUrl, githubUrl, facebookUrl
• jobs — work experience: array of {companyName, title, startedOn, endedOn}
• tags — array of string tags
• notes — free-text notes
• listId — if provided, adds the contact to that list

If the user wants to populate custom fields, fetch the schema first:

crm_call_tool({ "name": "crm:get_contact_custom_fields", "arguments": {} })

Never ask for listId unless the user brings it up.

Step 2 — Create the contact

Call:

crm_call_tool({
  "name": "crm:create_contact",
  "arguments": {
    name: "<contact name>",
    firstName: "<first>",
    lastName: "<last>",
    emailDetail: "<email>",
    phone: "<phone>",
    title: "<title>",
    tags: ["<tag1>"],
    fields: { "<field_id>": "<value>" }
  }
})

Include only the fields the user provided. Omit everything else.

Step 3 — Report result

On success, respond with:

"Contact {name} saved successfully (ID: {id})."

On error, show the error message and suggest:

• Check that name is provided and non-empty
• Verify the listId exists if one was provided

Adding multiple contacts

If the user wants to add multiple contacts, repeat Steps 1–3 for each one, then summarize:

"Created N contacts: [list of names with IDs]"