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.
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.
Once installed, you can use this skill by running the following command in your terminal:
skills use add-investor