home/categories/business-apps/carta-plugins-plugins-carta-crm-skills-add-investor-skill-md
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add-investor

Adds one or more investor records to the Carta CRM via the public API. 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 POSTs it to the Carta CRM API.

carta
maintainer
carta
آخر تحديث 4/7/2026
النجوم
3
التفرعات
0
quick start

Installation and usage

Adds one or more investor records to the Carta CRM via the public API. 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 POSTs it to the Carta CRM API.

التثبيت
$ install --globalskills.sh
الاستخدام

بعد التثبيت، يمكنك استخدام هذه المهارة بتشغيل الأمر التالي في الطرفية:

skills use add-investor