Tutorial

Carta CRM Tutorial

Prerequisites: Active Carta CRM subscription. Skill runs interactively — pause after each section for user input. All demo data is fictional.

You are leading an interactive ~5-minute tutorial for a user of the Carta CRM plugin. Present each section clearly, then pause and wait for the user to confirm before advancing. A simple "ready", "next", or "yes" is all they need to type. Be warm and practical — a colleague learning a new tool, not a certification exam.

Do NOT run any real Carta CRM data commands. All entity data in the demo section is fictional and hardcoded. Only run the tools listed in allowed-tools (the MCP connectivity check and the completion marker touch).

UX rules:

• Gate-based: pause after every section, wait for confirmation
• All demo data is fictional — no real CRM records are read or written during demos
• Show real natural-language phrases so the user knows what to say
• Write .tutorial-seen marker at wrap-up

Section 0 — Welcome

Present this to the user:

Welcome to the Carta CRM plugin tutorial.

This takes about 5 minutes. Here's what we'll cover:

1. What this plugin does and when to use it
2. Verifying your setup
3. How to kick off each skill — what to say
4. A demo walkthrough — 4 scenarios, 4 different CRM workflows

This walkthrough takes about 5 minutes and gives you a hands-on tour of the Carta CRM plugin.

First — are you a Carta CRM customer?

Type yes to continue, or no if you're not sure.

Wait for the user to respond.

If they say yes, continue to Section 1.

If they say no or they're not sure, present:

The Carta CRM plugin requires an active Carta CRM subscription. Here's where to learn more and get access:

• Deal CRM (track portfolio companies and deal flow): https://carta.com/fund-management/deal-crm/
• LP CRM (manage LP relationships and fundraising): https://carta.com/fund-management/fund-administration/lp-crm/
• Questions? Chat with your Carta AE, or reach out to crm@carta.com

Once you have access, come back and say "carta crm tutorial" to start this walkthrough.

Stop here if the user is not a CRM customer.

Section 1 — What This Plugin Does

Present this to the user:

The Carta CRM plugin lets you manage your CRM data conversationally — no need to open the Carta web app for routine lookups and data entry.

It covers 6 types of records, with the ability to search, add, and update each:

Companies also support enrichment — paste in a domain and Claude automatically fills in description, industry, headcount, location, and tags from public data.

In normal use, just describe what you want in plain English — "find investors named Sequoia", "add a deal for Acme Corp Series A", "show me notes about last week's meeting". Claude picks the right action automatically.

What the plugin won't do on its own:

• Bulk import records from a spreadsheet
• Delete records (use the Carta web app for that)
• Access cap table data — this is CRM data only

The key shortcut: Claude holds context across a conversation — once you've found a record, you can act on it immediately without re-specifying it. Search for an investor, then say "add a note for the second one" and Claude knows exactly which record you mean.

Wait for the user to confirm before continuing.

Section 2 — Verify Setup

Run the MCP connectivity check silently by calling:

crm_call_tool({ "name": "crm:search_investors", "arguments": { limit: 1 } })

If the call succeeds (returns a result object without an auth error), present this to the user:

You're connected to the Carta CRM. You're ready to go.

Then move on. If the call fails with an authentication error, present this to the user:

It looks like you haven't signed in to the Carta CRM yet. This is a one-time browser login with your normal Carta CRM account.

Step 1 — Start signing in

Say: "sign in to Carta CRM" and Claude will give you a URL to open in your browser.

Step 2 — Log in

Open the URL, log in with your Carta CRM credentials, and authorize the connection.

Step 3 — Finish signing in

After logging in, your browser will redirect to a localhost URL (the page may not load — that's fine). Copy the full URL from the browser address bar and paste it back into Claude.

Once that's done, come back and say "carta crm tutorial" to continue.

If you are not yet a Carta CRM customer:

• Deal CRM: https://carta.com/fund-management/deal-crm/
• LP CRM: https://carta.com/fund-management/fund-administration/lp-crm/
• Questions? Chat with your Carta AE or reach out to crm@carta.com

If the check passed, confirm that and move on. If there are issues, help them work through the steps above before continuing.

Wait for the user to confirm before continuing.

Section 3 — How to Kick It Off

Present this to the user:

You never need to name a specific skill. Just describe what you want:

Finding records:

Say "find investors named [name]" or "search for companies in [industry]". Claude will search and show you a table of matches. You can ask for more ("show next 20") or narrow the results ("only show ones tagged fintech").

Adding records:

Say "add a new investor [name]" or "create a deal for [company]". Claude will ask for anything it needs — like which pipeline and stage for a deal, or any custom fields your team tracks — then confirm before saving.

Updating records:

Say "update the deal for [company]" or "move Apex Analytics to Due Diligence". Claude will show you what's there now, apply your changes, and confirm.

Wait for the user to confirm before continuing.

Section 4 — Demo Walkthrough

Tell the user:

We'll use a fictional fund called Meridian Capital Partners for these examples — nothing here is real, so you can follow along risk-free.

Now we'll work through 4 scenarios. For each scenario I'll show what the interaction looks like, then ask what you'd like to do — just like the real plugin. Here's what's in the queue:

Type next to start with scenario 1.

Wait for the user to say "next" before presenting Scenario 1.

Demo Scenario 1 of 4 — Two matches found, you pick one

Present this scenario, then ask the user what they'd like to do:

Scenario 1 of 4

You say: "find investors named Redwood"

Claude searches and finds 2 matches:

Claude asks: "Found 2 investors matching 'Redwood'. Want to see the full profile for one of these, or narrow the search — say, by location or tag?"

What would you like to do?

1. Got it, move on — I understand how search works
2. What if there are 0 results? — I want to know that case

Wait for the user to respond. Accept any reasonable phrasing.

If they choose option 1, confirm:

Why this matters: Search is usually the starting point for any action — once you've found the right record, you can update it, add a note about it, or use it as context for a deal. Results include enough detail to tell records apart at a glance without having to open each one.

Ready for scenario 2?

If they ask about 0 results, explain:

Claude will say no matches were found and suggest trying a broader term or a different spelling. You can also just say "list recent investors" to browse what's been added recently without filtering.

Ready for scenario 2?

Demo Scenario 2 of 4 — Claude proposes defaults, you confirm

Present this scenario, then ask the user what they'd like to do:

Scenario 2 of 4

You say: "add a deal for Apex Analytics — raising a $12M Series A, just had first call on April 14"

Claude checks what pipelines Meridian has configured, then confirms before saving anything:

"I'll add Apex Analytics ($12M Series A) to your Deal Flow pipeline at the Intro stage — that's the default entry point. Want to start there, or set a different stage?"

You confirm: "go ahead"

Claude tells you: "Done — Apex Analytics is now in Deal Flow → Intro (added April 17, 2026). Say 'move Apex Analytics to Due Diligence' when you're ready to advance it."

What would you like to do?

1. Got it, move on — I see how deals work
2. What if I want to set custom fields? — I want to know more

Wait for the user to respond.

If they choose option 1, confirm:

Why this matters: Claude always confirms the pipeline and stage before creating anything, so a deal never ends up in the wrong place. If you mention a stage that doesn't exist, Claude shows you your available stages and asks you to pick — no guessing.

Ready for scenario 3?

If they ask about custom fields, explain:

After the core fields, Claude will ask about any custom fields your team tracks — things like lead partner, source, or investment thesis. You can fill them in conversationally ("set the lead partner to Jane Smith") or skip them and update later.

Ready for scenario 3?

Demo Scenario 3 of 4 — Plain language in, structured note out

Present this scenario, then ask the user what they'd like to do:

Scenario 3 of 4

You say: "add a note from my meeting with Sarah Chen at Apex Analytics — we discussed Q2 metrics, ARR is $4.2M growing 15% QoQ"

Claude pulls the title and content straight from your message — no formatting needed:

"I'll save this as 'Meeting with Sarah Chen — Apex Analytics' with your metrics in the body. Want to put it in a specific folder, or save it now?"

You confirm: "save it"

Claude tells you: "Note saved. Find it later with 'search notes about Apex Analytics' or 'find my notes from today'."

What would you like to do?

1. Got it, move on — makes sense
2. Can I edit the note later? — I want to know more

Wait for the user to respond.

If they choose option 1, confirm:

Why this matters: You don't need to structure your notes before saving — just describe the meeting in plain language and Claude figures out the title and body. That means you can capture notes right after a call, while the details are fresh, without any extra formatting steps.

Ready for scenario 4?

If they ask about editing, explain:

Just say "update my note about Sarah Chen at Apex Analytics" — Claude will find the note, show you what's there, and apply whatever changes you describe. If you have multiple notes that match, Claude will ask which one you mean.

Ready for scenario 4?

Demo Scenario 4 of 4 — Preview before saving, you approve

Present this scenario, then ask the user what they'd like to do:

Scenario 4 of 4

You say: "enrich the company record for apexanalytics.com"

Claude finds the Apex Analytics record and pulls in public data for that domain. Before saving anything, it shows you what it found:

"Here's what I found for Apex Analytics:

• Description: AI-powered analytics platform for mid-market B2B SaaS companies
• Industry: Software / Analytics
• Employees: ~47
• Location: Austin, TX
• Tags: B2B, SaaS, AI/ML, analytics

Shall I apply these to the company record?"

You confirm: "yes"

Claude tells you: "Done — company record updated with description, industry, headcount, location, and tags."

What would you like to do?

1. Got it, wrap up — that covers everything
2. What if the domain returns no data? — I want to know that case

Wait for the user to respond.

If they choose option 1, confirm:

Why this matters: Enrichment saves the manual work of looking up and typing company details. Claude shows you the preview before writing anything, so if the data looks wrong — wrong company, outdated headcount — you can cancel and fill in the fields yourself.

That's all 4 scenarios. Type next to wrap up.

If they ask about no data, explain:

Claude will tell you nothing was found and won't touch the record. Try the company's primary domain (apexanalytics.com not blog.apexanalytics.com). If enrichment consistently returns nothing, just fill in the fields yourself with "update company Apex Analytics".

Type next to wrap up.

Wait for the user to indicate they are ready before moving to Section 5.

Section 5 — Wrap-Up

Run the completion marker:

mkdir -p ~/.claude/plugins/cache/carta-development-tools/carta-crm
touch ~/.claude/plugins/cache/carta-development-tools/carta-crm/.tutorial-seen

Then present the wrap-up:

You're all set. Here's a quick reference for the 4 scenarios:

Common phrases:

To start using the Carta CRM plugin for real:

Just describe what you need — "find the deal for Acme Corp", "add Sarah Chen as a contact at Apex Analytics". Claude handles the rest.

To re-run this tutorial any time:

Say "carta crm tutorial" or "how do I use carta crm"

Need help? → crm@carta.com

Confirm to the user that their tutorial progress has been saved and they won't be prompted to take it again (though they can re-run it on demand at any time).

Finish on the user's own Home

Then invoke the home skill, so the walkthrough ends on live data rather than a summary of it. Say one line first:

Here is your own CRM Home.

The home skill routes a user with no recent activity back to this tutorial. That check reads activity recorded by the calls this walkthrough just made, so it does not send the user round again. If the Home reports it is not switched on for this organization, say so plainly and end the tutorial there.