CRM

Setup required before use: The Carta CRM plugin uses API key authentication, unlike the Cap Table and Fund Admin plugins which use OAuth. Before using this plugin, contact [email protected] to get your API key, then set it in your environment:

Bash

export LISTALPHA_API_KEY="your-api-key-here"

If the tools aren't working, this is the first thing to check.

The Carta CRM plugin gives Claude read and write access to your Carta CRM. Add and update investors, companies, contacts, deals, and notes — all with natural language. Claude can also enrich company records by researching websites and extracting portfolio company lists from fund pages.

What You Can Do

With the Carta CRM plugin, ask Claude to:

• Manage Investors

  • "Add Sequoia Capital to the CRM"
  • "Find all investors tagged with 'deep tech'"
  • "Update Benchmark's website to benchcap.com"

• Manage Companies

  • "Add Stripe as a company — their website is stripe.com"
  • "Search for all fintech companies in the CRM"
  • "Update Acme Corp's industry to SaaS"

• Manage Contacts

  • "Save Jane Smith, Partner at Acme Ventures, as a contact"
  • "Find all contacts at Sequoia Capital"
  • "Update John's email to [email protected]"

• Manage Deals

  • "Create a deal for Stripe in the sourcing stage"
  • "Move the Acme Corp deal to due diligence"
  • "Show me all deals in the term sheet stage"
  • "Link Jane Smith to the Stripe deal as an introducer"

• Add Notes

  • "Add a note titled 'Q1 LP Call' about the discussion with Sequoia"
  • "Find all notes from this week"

• Research & Enrichment

  • "Research Stripe and add them to the CRM"
  • "Get the portfolio companies from sequoiacap.com and add them to the CRM"

How It Works

The plugin gives Claude tools to create, search, and update records across your Carta CRM:

1. Investors — LP and investor records with tags, websites, and custom fields
2. Companies — Portfolio and prospect companies with industry tags and enrichment data
3. Contacts — Individual contacts linked to companies and deals
4. Deals — Pipeline management with stages, custom fields, and contact associations
5. Notes — Freeform notes linked to deals
6. Fundraisings — Fundraising round records

Unlike the Cap Table and Fund Admin plugins, the CRM plugin supports both read and write operations — Claude can create and update records on your behalf in addition to querying them.

Available Skills

Authentication

The Carta CRM plugin authenticates using an API key from your Carta CRM account — not the standard Carta OAuth flow used by the Cap Table and Fund Admin plugins.

To get your API key:

Contact [email protected] to request access.

To configure the plugin:

Set the LISTALPHA_API_KEY environment variable before starting Claude:

export LISTALPHA_API_KEY="your-api-key-here"

For Claude Code, you can add this to your shell profile (.zshrc, .bashrc) so it's set automatically each session.

Permissions & Data Access

Claude can access and modify CRM data that your API key has permission to view and edit. This typically includes:

• All investor, company, contact, deal, note, and fundraising records in your firm's CRM
• Your firm's custom fields and deal pipeline configuration

Data is scoped to your firm — you cannot access other firms' CRM data.

Because the plugin can write to your CRM, Claude will confirm before creating or modifying records if the action is ambiguous. You remain in control of what gets saved.

Example Queries

Adding Records

Add Andreessen Horowitz to the CRM as an investor. Their website is a16z.com.

Claude will create the investor record and confirm with the new record ID.

Research Stripe and add them as a company.

Claude will fetch stripe.com, extract the company name, industry, and tags, then create the company record with the enriched data.

Save Michael Johnson as a contact — he's a Managing Director at Tiger Global.

Claude will create the contact and return the record ID.

Managing Deals

Create a deal for Acme Corp in the sourcing stage.

Claude will look up your pipeline stages and create the deal.

Move the Acme Corp deal to due diligence and add a note about our intro call.

Claude will update the deal stage and create a linked note.

Show me all deals currently in term sheet stage.

Claude will fetch and display matching deals with their key details.

Portfolio Discovery

Get the portfolio companies from a16z.com and add the ones not already in the CRM.

Claude will fetch the fund's portfolio page, extract company names, check for existing records, and add any new ones.

Searching & Updating

Find all fintech investors in the CRM.

Claude will search and return matching investor records.

Update Benchmark's website to benchcap.com.

Claude will locate the Benchmark record and apply the update.

Limitations & Considerations

• Write operations are permanent — Records created or updated by Claude are saved to your live CRM. Claude will ask for confirmation when uncertain, but review requests carefully before approving
• Pipeline stages are firm-specific — Claude discovers your firm's pipeline configuration automatically; stage names in your prompts should match your pipeline setup
• Custom fields — Claude discovers your firm's custom fields automatically; you can reference them by name in your requests
• Enrichment is best-effort — Company enrichment relies on publicly accessible website content; private or sparse websites may return limited data

Support & Next Steps

• Install the plugin: See the Getting Started guide for installation steps
• Report issues: Contact Carta Support for help with CRM access or data questions
• Feedback: Let us know how we can improve the plugin