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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, notes, tasks, themes, and more.

Key Tool Categories​

Read Tools include searching and fetching data across:

  • Contacts, people, and companies
  • Deals, fundraising, and investors
  • Notes, tasks, themes, and interactions
  • Email campaigns, reports, and organization settings

Write Tools enable creation and modification of:

  • Contacts, companies, deals, fundraising, and investors
  • Notes, tasks, themes, and custom fields
  • Email campaigns and reports
  • File attachments and user notifications

Notable Features​

The API supports "search themes by name" and "link notes to entities," enabling flexible data organization. Advanced capabilities include "get graph of shared-employer paths from the caller's network" for relationship mapping and "generate a CSV export from entity records" for data portability.