Carta CRM MCP

MCP Server URL: https://mcp.listalpha.com/mcp

For any questions, contact [email protected].

Available Tools

Read Tools

Contacts

• search_contacts — search contacts by text query and/or list
• fetch_contact_by_id — get a single contact with deals and notes
• fetch_contact_interactions_by_emails — get email and calendar interactions with a contact
• get_contact_lists — get all contact lists and folders hierarchy
• get_contact_custom_fields — get custom field definitions for contacts

Companies

• search_companies — search companies by name or domain
• fetch_company_by_domain — look up a company by its domain
• get_company_lists — get all company lists
• get_company_custom_fields — get custom field definitions for companies

Deals

• search_deals — search deals by text, stage, or date range
• fetch_deal_by_deal_id — get full deal details with notes and related people
• get_deal_pipelines_with_stages — get all pipelines with their stages
• get_deal_custom_fields — get custom field definitions for deals
• get_deal_fields — get all deal fields (standard and custom) with IDs and types
• aggregate_deals — group and count deals by field values for reporting
• get_deal_stage_history — get timestamped stage transitions for a deal

Fundraising

• get_fundraising — get a single fundraising opportunity by ID
• search_fundraising — search and list fundraising opportunities
• get_fundraising_stages — get all fundraising stages (valid stageId values)
• get_fundraising_custom_fields — get custom field definitions for fundraising

Investors

• get_investor — get a single investor by ID
• search_investors — search and list investors
• get_investor_custom_fields — get custom field definitions for investors

Notes

• search_notes — full-text search across notes

Themes

• search_themes — search themes by name
• get_theme_items — get items linked to a theme, optionally filtered by folder
• get_theme_folders — get folders within a theme, grouped by entity type (CONTACT, COMPANY, DEAL, NOTE, TAG)

Write Tools

Contacts

• create_contact — create a new contact, optionally adding it to a specific list
• update_contact — update an existing contact by ID; only provide fields to change
• delete_contact — delete a contact by ID

Companies

• create_company — create a new company
• update_company — update an existing company by ID; only provide fields to change
• delete_company — delete a company by ID

Deals

• create_deal — create a new deal; pipeline and stage default to org defaults if omitted
• update_deal — update an existing deal by ID; only provide fields to change
• delete_deal — delete a deal by ID

Fundraising

• create_fundraising — create a new fundraising opportunity; stage defaults to first if omitted
• update_fundraising — update an existing fundraising opportunity by ID; only provide fields to change
• delete_fundraising — delete a fundraising opportunity by ID

Investors

• create_investor — create a new investor
• update_investor — update an existing investor by ID; only provide fields to change
• delete_investor — delete an investor by ID

Themes

• create_theme — create a new theme; returns existing theme if name already exists
• create_theme_item — link an entity to a theme
• delete_theme_item — remove an entity link from a theme
• add_subtheme — make an existing theme a sub-theme of another theme
• remove_subtheme — remove a sub-theme link from a parent theme