Add Investor | Agent Skills Atlas

About this skill

Adds one or more investor records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add an investor", "/add-investor", "add investor to Carta CRM", "create investor record", "add this VC fund to the CRM", or "save investor data". Collects investor information conversationally, then creates it via the MCP server.

Quick start

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Installation guide →

Review, license & listing details

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0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: df52eaea936765dbe7edd628db424e664677bb04a820ebc5add75200e7c165d1

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Original listing metadata

Original name

add-investor

Original description

About this listing

Category: General
Reported license: Apache-2.0
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.