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_fields — get all contact fields (standard and custom) with IDs and types
• get_contact_custom_fields — get custom field definitions for contacts
• get_adviser_profile — single-call relationship summary for a bank or adviser (top contacts, active deals, recent notes)

People

• search_people — search across people records (broader than contacts)
• enrich_person — enrich a person record with external data

Companies

• search_companies — search companies by name or domain
• fetch_company_by_domain — look up a company by its domain
• fetch_company_by_id — get a single company by its ID
• find_company — find a company by name or domain
• preview_company — preview company data before creation
• get_company_lists — get all company lists
• get_company_fields — get all company fields (standard and custom) with IDs and types
• get_company_custom_fields — get custom field definitions for companies
• aggregate_companies — group and count companies by field values for reporting

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
• get_fundraising_fields — get all fundraising fields (standard and custom) with IDs and types
• aggregate_fundraising — group and count fundraising opportunities by field values for reporting

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
• get_investor_fields — get all investor fields (standard and custom) with IDs and types
• aggregate_investors — group and count investors by field values for reporting

Notes

• search_notes — full-text search across notes
• fetch_note_by_id — get a single note by ID
• get_note_folders — get note folder hierarchy

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)

Interactions

• list_interactions_by_domain — list email and calendar event interactions with contacts at a given domain

Reports

• list_reports — list available reports for the organization
• get_report_data — get data for a specific report

Attachments

• get_file_content — fetch file content for an attachment

Platform

• get_platform_how_to_guide — get how-to guidance for using the platform

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
• add_contact_to_list — add an existing contact to a list (use create_contact only for brand-new contacts)
• create_contact_list — create a new contact list at the root of the workspace
• update_contact_list — rename a list, move it into a folder, and/or change permission; pass folderId: null to move to root
• delete_contact_list — delete a contact list (the default "All Contacts" list cannot be deleted)
• create_contact_folder — create a new folder for organizing contact lists; pass parentFolderId to nest
• update_contact_folder — rename a folder, nest it under another folder, and/or change permission; pass parentFolderId: null to move to root
• delete_contact_folder — delete a folder; lists and sub-folders inside it are moved to the root, and their contacts are not deleted

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

Notes

• create_note — create a new note
• update_note — update an existing note by ID; only provide fields to change
• delete_note — delete a note 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

Support

• product_support_hotline — escalate product support questions