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Overview

Carta CRM MCP

MCP Server URL: https://mcp.app.carta.com/mcp

Contact: [email protected]

Overview​

This documentation describes the Carta CRM MCP server, which provides read and write tools for managing contacts, companies, deals, fundraising opportunities, investors, fees, notes, tasks, themes, reports, email campaigns, and more.

The server exposes 158 generally available tools — 91 read-only and 67 write. Tools are listed below by domain. Whether an individual tool returns data still depends on the modules your organization has enabled and on your own permissions.

Read-only tools​

Contacts​

  • search_contacts — Search CRM contacts by free-text query, list/folder, and structured filters (current company, titles, tags, city/country, date added).
  • fetch_contact_by_id — Return one contact by ID, with the deals and notes it is related to.
  • get_contact_interactions — List email and calendar interactions with a single contact by CRM ID.
  • find_contact_duplicates — Find suspected duplicate contacts, grouped by match type (email, LinkedIn, name).
  • get_contact_lists — Return the full contact list and folder hierarchy.
  • get_contact_fields — Return all contact fields — standard and custom — with IDs and types.
  • get_contact_custom_fields — Return custom field definitions for contacts.
  • get_contact_tags_classifier_prompt — Return the organization's contact-tags classifier prompt.

People discovery (external)​

  • search_people — Search the public internet (LinkedIn) for people not yet in the CRM.
  • enrich_person — Retrieve public profile details (name, title, emails, jobs, tags, location) for one person by LinkedIn URL.

Companies​

  • search_companies — Search companies by structured filters plus a free-text query.
  • fetch_company_by_id — Return one company by CRM ID.
  • fetch_company_by_domain — Return one company by web domain.
  • find_company — Look up companies by name; returns matches with name, domain, and source.
  • preview_company — Return a company profile by domain.
  • aggregate_companies — Group and count companies by field values.
  • get_company_lists — Return all company lists.
  • get_company_list_data — Read the companies on one company list, with the fields that list is configured to show.
  • get_company_fields — Return all company fields — standard and custom — with IDs and types.
  • get_company_custom_fields — Return custom field definitions for companies.
  • get_company_interactions — List email and calendar interactions with contacts at a company.
  • get_company_relations — List aggregated relationships (one row per unique participant) at a company.

Deals​

  • search_deals — Search deals by structured filters, stage, free-text query, and date range.
  • fetch_deal_by_deal_id — Return one deal in full detail, including related notes and people.
  • aggregate_deals — Group and count deals by field values.
  • get_deal_pipelines_with_stages — Return all deal pipelines with their stages.
  • get_deal_fields — Return all deal fields — standard and custom — with IDs and types.
  • get_deal_custom_fields — Return custom field definitions for deals.
  • get_deal_stage_history — Return timestamped stage transitions for a deal.
  • get_deal_interactions — List email and calendar interactions for the company on a deal.
  • get_deal_relations — List aggregated relationships for the company on a deal.

Fundraising​

  • search_fundraising — Search and list fundraising opportunities, newest first.
  • get_fundraising — Return one fundraising opportunity by ID.
  • aggregate_fundraising — Group and count fundraising opportunities by field values.
  • get_fundraising_stages — Return all fundraising stages and their valid stageId values.
  • get_fundraising_fields — Return all fundraising fields — standard and custom — with IDs and types.
  • get_fundraising_custom_fields — Return custom field definitions for fundraising.
  • get_fundraising_interactions — List email and calendar interactions for a fundraising opportunity.
  • get_fundraising_relations — List aggregated relationships for a fundraising opportunity.

Investors​

  • search_investors — Search and list investors.
  • get_investor — Return one investor by ID.
  • aggregate_investors — Group and count investors by field values.
  • get_investor_fields — Return all investor fields — standard and custom — with IDs and types.
  • get_investor_custom_fields — Return custom field definitions for investors.
  • get_investor_interactions — List email and calendar interactions for an investor.
  • get_investor_relations — List aggregated relationships for an investor.
  • get_investor_fund_admin_emails — List fund-admin emails sent to an investor (capital calls, distribution notices, document shares).
  • get_investor_fund_admin_email_content — Return the rendered subject and body of one fund-admin email.

Fees​

  • search_fees — Search and list fees charged in the course of a deal.
  • get_fee — Return one fee by ID.
  • aggregate_fees — Group and count fees by field values.
  • get_fee_fields — Return all fee fields — standard and custom — with IDs and types.
  • get_fee_custom_fields — Return custom field definitions for fees.
  • get_fees_by_deal — List every fee linked to a deal, with the total across them.
  • get_fees_by_contact — List every fee linked to a contact, with the total across them.

Notes​

  • search_notes — Search notes by string; omit the query to return all notes.
  • fetch_note_by_id — Return one note by ID — title, text, folder, owner, timestamps.
  • get_note_folders — Return all note folders for the organization.
  • list_linked_notes — List notes linked directly to a contact, deal, investor, fundraising opportunity, company, or calendar event.
  • list_notes_by_domain — List all notes related to a company domain, aggregated across the company and its contacts.

Tasks​

  • search_tasks — Search tasks assigned to the current user, optionally filtered by completion state and entity type.
  • list_tasks_by_entity — List tasks attached to a deal, note, contact, or fundraising opportunity.
  • fetch_task_by_id — Return one task by ID — title, comment, due date, assignees, completion state.

Themes​

  • search_themes — Search themes by name.
  • get_theme_items — List the entities linked to a theme, optionally filtered by folder.
  • get_theme_folders — List a theme's folders, grouped by entity type (contact, company, deal, note, tag).

Relationship intelligence and interactions​

  • get_adviser_profile — Single-call relationship summary for a bank, adviser, or external company: top contacts by interaction volume, active deals, next meeting, recent notes.
  • fetch_contact_interactions_by_emails — Return the caller's past and upcoming interactions with contacts, looked up by email address.
  • list_interactions_by_domain — List email and calendar interactions with contacts at a given domain.
  • list_calendar_events — List organization-wide calendar events in a date window, deduplicated across teammates on the same event.
  • get_company_angles — Return who in the caller's network can introduce them to employees at a target company, via shared-employer paths.
  • list_my_emails — List the caller's own emails from their connected Gmail or Outlook mailbox.
  • get_my_email_by_id — Return the full body of one of the caller's own emails.

Reports​

  • list_reports — List saved reports for an entity type (contact, deal, fundraising, investor, company, fees).
  • get_report — Return one saved report by ID, with its columns, filters, grid configuration, and URL.
  • get_report_data — Run a report by ID and return the matching rows plus a total count.
  • get_report_schedule — Return the caller's recurring email schedule for a deal report.

Email campaigns​

  • list_email_campaigns — List the organization's email campaigns, newest first, optionally filtered by status.
  • get_email_campaign — Return one email campaign by ID, including its current HTML.
  • list_email_campaign_variables — List the merge tags available in campaign HTML — standard recipient variables plus eligible contact custom fields.

Files and attachments​

  • get_file_content — Download an attached file and return its text content (Office documents, PDFs, and plain text).

Fund administration​

  • get_fund_closings_status — Return closings readiness and the ledger URL for a batch of Carta funds.
  • get_fund_closing_prospect_statuses — Return per-prospect subscription progress for one fund: contact state, KYC status, risk rating, commitment amounts.

Organization and platform​

  • get_current_user — Return the user and tenant the session is operating as.
  • list_organization_users — List every user in the organization — id, email, display name, role, status.
  • list_organization_teams — List every team in the organization — id, name, description, member count.
  • get_platform_how_to_guide — Return the Carta CRM how-to guide: how the platform works and where features live.
  • get_tenant_custom_instructions — Return the tenant-wide and personal agent instructions configured for this CRM.
  • get_user_notification_settings — Return the caller's email notification settings — master switch and per-type toggles.
  • objects_count — Count all objects across the tenant: contacts, deals, fundraisings, investors, notes.
  • contact_count — Count the contacts in a single list or saved contact report.

Write tools​

Contacts​

  • create_contact — Create a contact, optionally adding it to a list.
  • update_contact — Update an existing contact by ID; only supplied fields change.
  • delete_contact — Delete a contact by ID.
  • enrich_contact — Run the enrichment check against one existing contact on demand.
  • enrich_contacts_bulk — Run enrichment for a batch of contacts in one call.
  • add_contact_to_list — Add an existing contact to a list; existing list memberships are kept.
  • create_contact_list — Create a contact list at the root of the workspace.
  • update_contact_list — Rename a list, move it into a folder, or change its access permission.
  • delete_contact_list — Delete a contact list. Contacts in the list are deleted with it.
  • create_contact_folder — Create a folder for organizing contact lists.
  • update_contact_folder — Rename a folder, nest it inside another, or change its access permission.
  • delete_contact_folder — Delete a folder; its lists and sub-folders move to the root.
  • update_contact_tags_classifier_prompt — Set or reset the organization's contact-tags classifier prompt.

Companies​

  • create_company — Create a company.
  • update_company — Update an existing company by ID; only supplied fields change.
  • delete_company — Delete a company by ID.

Deals​

  • create_deal — Create a deal; pipeline and stage default to the organization's defaults.
  • update_deal — Update an existing deal by ID; only supplied fields change.
  • delete_deal — Delete a deal by ID.
  • update_deal_stage — Rename a deal stage or change its flags.
  • reorder_deal_stage — Move a deal stage to a different position in its pipeline.

Fundraising​

  • create_fundraising — Create a fundraising opportunity; stage defaults to the first stage.
  • update_fundraising — Update an existing fundraising opportunity by ID.
  • delete_fundraising — Delete a fundraising opportunity by ID.
  • update_fundraising_stage — Rename a fundraising stage or toggle its kanban visibility.
  • reorder_fundraising_stage — Move a fundraising stage to a different position.
  • initiate_fundraising_closing — Initiate — or return the existing — Fund Admin closing for the linked fund.
  • send_fundraising_subscription_docs — Send subscription documents to a prospective investor on the linked fund.

Investors​

  • create_investor — Create an investor.
  • update_investor — Update an existing investor by ID; only supplied fields change.
  • delete_investor — Delete an investor by ID.

Fees​

  • create_fee — Create a fee.
  • update_fee — Update an existing fee by ID; only supplied values change.
  • delete_fee — Delete a fee by ID; the record moves to the organization's trash.

Notes​

  • create_note — Create a note, optionally placing it in a folder.
  • update_note — Update an existing note by ID; only supplied fields change.
  • delete_note — Delete a note by ID.
  • link_note — Link a note to a contact, deal, investor, fundraising opportunity, company, or calendar event.
  • unlink_note — Remove the association between a note and an entity.

Tasks​

  • create_task — Create a task attached to a deal, note, contact, or fundraising opportunity.
  • update_task — Update an existing task by ID; only supplied fields change.
  • delete_task — Delete a task by ID.

Themes​

  • create_theme — Create a theme, or return the existing one if the name is taken.
  • create_theme_item — Link an entity to a theme.
  • delete_theme_item — Remove an entity link from a theme and clear the theme mention on the entity.
  • add_subtheme — Make an existing theme a subtheme of another theme.
  • remove_subtheme — Remove a subtheme link from a parent theme.

Reports​

  • create_report — Create a saved report with filters, group-by, and columns.
  • update_report — Update a saved report's name, filters, group-by, pipeline scope, or columns.
  • delete_report — Permanently delete a saved report; owner or admin only.
  • create_report_schedule — Schedule a deal report to be emailed on a recurring basis.
  • update_report_schedule — Update the recurrence rule, recipients, or active flag on a report schedule.
  • delete_report_schedule — Remove the caller's recurring schedule for a deal report.

Email campaigns​

  • create_email_campaign — Create a draft email campaign. Creating does not send it.
  • update_email_campaign — Update a draft or failed campaign; a sent campaign may only be renamed.
  • delete_email_campaign — Delete a campaign of any status; already-delivered emails are unaffected.

Files and attachments​

  • get_signed_upload_url — Return a presigned S3 upload URL plus a file_id for the two-step upload-then-attach flow.
  • attach_file_to_entity — Attach an uploaded file to a deal, investor, company, fundraising opportunity, or note.
  • delete_file_from_entity — Remove an attached file from an entity and delete it from storage.
  • generate_pdf_from_html — Render an HTML document to PDF and return a short-lived signed download URL.
  • generate_csv_from_entities — Export investors, fundraisings, deals, contacts, or companies to CSV and return a signed download URL.

Custom fields​

  • create_custom_field — Add a custom field to a supported entity schema.
  • update_custom_field — Partially update an existing custom field.
  • reorder_custom_field — Change a field's position in an entity's field list.
  • delete_custom_field — Delete a custom field from an entity schema.

Organization and platform​

  • update_user_notification_settings — Change the caller's email notification settings — master switch and per-type toggles.
  • product_support_hotline — Send a bug report, feature request, data issue, or other feedback to the CRM product team.