Add Fundraising

Overview

Help the user create one or more fundraising records in the Carta CRM using the create_fundraising MCP tool. Collect details conversationally, then call the tool.

Step 1 — Fetch available stages (optional but recommended)

Call the stages tool so the user can pick a stage by name:

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

Present the stage names to the user. If the call fails, proceed without it — stage defaults to the first stage if omitted.

Step 2 — Discover available custom fields (optional)

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

Use returned field IDs and labels as hints when collecting fundraising data. If the call fails, proceed without it.

Step 3 — Collect fundraising information

Ask the user for:

• Name (required) — the fundraising round name (e.g. "Acme Corp Series B", "Project Atlas Seed Round")
• Stage (optional) — which stage this fundraising is in (from Step 1)
• Custom fields (optional) — any fields returned in Step 2

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

Step 4 — Create the fundraising

Call:

crm_call_tool({
  "name": "crm:create_fundraising",
  "arguments": {
    name: "<fundraising name>",
    stageId: "<stage id>",
    fields: {
      "<field_id>": "<value>"
    }
  }
})

Omit stageId and fields if not provided.

Step 5 — Report result

On success, respond with:

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

On error, show the error message and suggest:

• Check that name is provided and non-empty
• Verify stage IDs are valid — run get_fundraising_stages to list options
• Verify custom field IDs match the keys returned by get_fundraising_custom_fields

Adding multiple fundraisings

If the user wants to add multiple fundraisings at once, repeat Steps 3–5 for each one. After all are done, summarize:

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