Add Company

Overview

Help the user create one or more company records in the Carta CRM using the create_company MCP tool. Collect company details conversationally, validate required fields, then call the tool.

Step 1 — Discover available custom fields (optional but recommended)

Call the custom fields tool to see what fields the tenant has configured:

crm_call_tool({ "name": "crm:get_company_custom_fields", "arguments": {} })

Use the returned field IDs and labels as hints when collecting company data. If the call fails, proceed without it — custom fields are optional.

Step 2 — Collect company information

Ask the user for:

• Name (required) — the company name (e.g. "Stripe", "Acme Corp")
• Image URL (optional) — company logo URL
• Custom fields (optional) — any fields returned in Step 1 (e.g. website, industry, location, about, tags)

If the user has already provided details in their message, extract them directly without re-asking.

Step 3 — Create the company

Call:

crm_call_tool({
  "name": "crm:create_company",
  "arguments": {
    name: "<company name>",
    image: "<logo url>",
    fields: {
      "<field_id>": "<value>"
    }
  }
})

Omit image and fields if not provided.

Step 4 — Report result

On success, respond with:

"Company {name} created successfully (ID: {id})."

On error, show the error message and suggest:

• Check that name is provided and non-empty
• Verify custom field IDs match the keys returned by get_company_custom_fields

Adding multiple companies

If the user wants to add multiple companies at once, repeat Steps 2–4 for each one. After all are done, summarize:

"Created N companies: [list of names with IDs]"