carta-crm Claude Code Plugin
Claude Code PluginClaude CodeProductivitySales, Marketing & Business OpsPayments & FintechThe explanation below is AI-generated. Please verify it against the sources.
According to the README, first use requires signing in with a Carta CRM account through a browser-based authorization flow, and the resulting session persists across future sessions. The README also states that the plugin collects telemetry such as session context, model configuration, and activity data, governed by Carta's privacy policy.
What you can do with carta-crm
- Add or update investor, company, contact, deal, note, and fundraising records
- Search and retrieve CRM records, including deals, fundraisings, and saved reports
- Enrich company records with additional research
- Analyze deal flow by sector, geography, or introducer
- Find warm introduction routes into a target company and draft an introduction request