add-company
Adds one or more company records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a company", "create company record", "add company to CRM", "add company to Carta CRM", or "/add-company". Collects company information conversationally, then creates it via the MCP server.
What this skill does
## 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:
```
mcp__carta_crm__get_company_custom_fields()
```
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:
```
mcp__carta_crm__create_company({
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]"
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