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

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
Mis à jour 4/7/2026
Étoiles
3
Forks
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.

Installation
$ install --globalskills.sh
Utilisation

Après l'installation, vous pouvez utiliser ce skill en exécutant la commande suivante dans votre terminal :

skills use add-investor