Add Investor

Overview

Help the user create one or more investor records in the Carta CRM using the create_investor MCP tool. Collect investor 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_investor_custom_fields", "arguments": {} })

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

Step 2 — Collect investor information

Ask the user for:

• Name (required) — the investor firm name (e.g. "Sequoia Capital", "a16z")
• Custom fields (optional) — any fields returned in Step 1 (e.g. website, location, industry, about, tags)

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

Step 3 — Create the investor

Call:

crm_call_tool({
  "name": "crm:create_investor",
  "arguments": {
    name: "<investor name>",
    fields: {
      "<field_id>": "<value>"
    }
  }
})

Omit fields entirely if no custom field data was provided.

Step 4 — Report result

On success, respond with:

"Investor {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_investor_custom_fields

Adding multiple investors

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

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