Carta CRM

Search and manage Carta CRM contacts, companies, deals, investor relationships, notes, tasks, reports, and campaigns from an MCP-compatible AI workflow. See the official Carta CRM MCP documentation for the endpoint, available tools, authentication, and setup.

Features

• Search, create, update, and organize CRM contacts, companies, investors, deals, fundraisings, notes, and tasks
• Review email and calendar interactions, including your own connected mailbox history
• Create draft email campaigns, retrieve campaign data, and manage campaign reports
• Generate CSV and PDF exports and manage attachments on CRM entities
• Retrieve organization users, teams, notification settings, and CRM guidance

What you’ll need to connect

Required:

• Carta CRM Account: Sign in through Carta’s OAuth flow
• Product Access: Your account must be entitled to the CRM data and actions you want to use

All data and actions are restricted to the connected user’s existing Carta permissions.

Read and write: The connector can create, update, and delete CRM records. Review proposed changes before approving them.