feat(carta-crm): expand to full 20-skill CRM suite (v0.6.0)#31
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tschmorleiz merged 1 commit intomainfrom Apr 8, 2026
Merged
feat(carta-crm): expand to full 20-skill CRM suite (v0.6.0)#31tschmorleiz merged 1 commit intomainfrom
tschmorleiz merged 1 commit intomainfrom
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Adds 15 new skills on top of the initial 5, covering the full CRM workflow:
Search: search-investors, search-companies, search-contacts, search-deals,
search-notes, search-fundraisings
Update: update-investor, update-company, update-contact, update-deal,
update-note, update-fundraising
Add: add-fundraising
Enrich: enrich-company, lookup-fund-portfolio
Bumps version 0.5.1 → 0.6.0, updates plugin description, and adds
carta-crm and carta-investors to the root README.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Contributor
Dependency Review✅ No vulnerabilities or license issues or OpenSSF Scorecard issues found.Snapshot WarningsEnsure that dependencies are being submitted on PR branches and consider enabling retry-on-snapshot-warnings. See the documentation for more information and troubleshooting advice. Scanned FilesNone |
Contributor
Provenance Check FailedOne or more plugins in this PR could not be verified against the internal marketplace. What this means: Plugins must first be merged to the internal marketplace repo and pass security scanning before they can be published here. How to fix:
See the workflow logs above for specific details on which checks failed. |
1 similar comment
Contributor
Provenance Check FailedOne or more plugins in this PR could not be verified against the internal marketplace. What this means: Plugins must first be merged to the internal marketplace repo and pass security scanning before they can be published here. How to fix:
See the workflow logs above for specific details on which checks failed. |
vijayCarta
approved these changes
Apr 8, 2026
tschmorleiz
approved these changes
Apr 8, 2026
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Summary
carta-crmfrom 5 add-only skills to a complete 20-skill suitecarta-crmandcarta-investorsto the root README (both were missing)0.5.1 → 0.6.0Skills added (15 new)
Search:
search-investors,search-companies,search-contacts,search-deals,search-notes,search-fundraisingsUpdate:
update-investor,update-company,update-contact,update-deal,update-note,update-fundraisingAdd:
add-fundraisingEnrich:
enrich-company,lookup-fund-portfolioTest plan
search-investors <name>returns investor records with IDssearch-deals <keyword>filters to correct pipeline/stageupdate-investor <id>patches fields without overwriting othersenrich-company <domain>returns structured company profilelookup-fund-portfolio <url>returns portfolio companiesLISTALPHA_API_KEYresolves correctly from env🤖 Generated with Claude Code