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
Atualizado 4/7/2026
Estrelas
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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.

Instalação
$ install --globalskills.sh
Uso

Depois de instalar, você pode usar esta skill executando o seguinte comando no terminal:

skills use add-investor