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
更新日 4/7/2026
スター
3
フォーク
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.

インストール
$ install --globalskills.sh
使い方

インストール後、ターミナルで以下のコマンドを実行してこのスキルを使用できます:

skills use add-investor