tutorial

What this skill does

# Carta CRM Tutorial

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

**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 [[email protected]](mailto:[email protected])

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:

| Record type | What it tracks |
|-------------|----------------|
| **Investors** | LPs, fund investors, and prospect relationships |
| **Companies** | Portfolio companies and prospects |
| **Contacts** | Individual people at companies or funds |
| **Deals** | Deal flow across your pipelines and stages |
| **Notes** | Meeting notes, call summaries, follow-ups |
| **Fundraisings** | Active and closed fundraises |

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:

```
mcp__carta_crm__search_investors({ 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 authenticated with the Carta CRM yet. This is a one-time
browser login — no API key needed.

**Step 1 — Start the auth flow**

Say: "authenticate with 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 — Complete the flow**

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 [[email protected]](mailto:[email protected])

---

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:

---

Now we'll work through **4 scenarios** for a fictional fund:
**Meridian Capital Partners**

This is demo data — nothing here is real. 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:

| # | Scenario | Outcome pattern |
|---|----------|-----------------|
| 1 | Search for an investor | Two matches found — you pick one |
| 2 | Add a new deal | Claude proposes defaults — you confirm |
| 3 | Add a meeting note | Plain language in — structured note out |
| 4 | Enrich a company by domain | Preview before saving — you approve |

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:**

| Name | Website | Location | Tags | Added |
|------|---------|----------|------|-------|
| Redwood Capital | redwoodcap.com | San Francisco, CA | fintech, B2B | Mar 12, 2024 |
| Redwood Ventures | redwoodvc.com | New York, NY | SaaS, enterprise | Jan 5, 2025 |

**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 res