Carta CRM

Execute a Carta CRM tool discovered via ``crm_search_tools``.

crm_call_tool

Get the currently authenticated Carta user's profile. Returns identity (email, full name) plus enrichment signals: product access (cap table / fund admin / CRM), firm and cap table memberships, and ManCo/Tactyc signals. Also returns the derived fund_admin_access / cap_table_access flags used for tool routing. Enrichment is best-effort — omitted for brand-new users or a warehouse outage. Staff accounts get identity + staff flags only, with both access flags true. Call this immediately after `welcome` to load who you are and what you can access. Also returns `environment` and `base_url`. ALWAYS build Carta links from `base_url` — hardcoding a host sends the user to a different environment's data than the one they are working in.

get_current_user

Run a Carta CRM tool that only reads, never writes. Prefer ``crm_call_tool``, which reaches the whole catalog. Use this one when the caller must be structurally incapable of writing — a surface whose access is shared rather than held by one signed-in user. The named tool is checked against the live CRM catalog first, and anything CRM does not declare read-only is refused here rather than executed.

crm_read_tool

Read a resource by its URI. For static resources, provide the exact URI. For templated resources, provide the URI with template parameters filled in. Returns the resource content as a string. Binary content is base64-encoded.

read_resource

Search Carta CRM (deals, contacts, companies, notes) for available tools. Returns CRM tool names (``crm:<name>``), their descriptions, and input schemas. Tools are executed with ``crm_call_tool``. Covers the deal pipeline, prospects, fundraising contacts, and CRM notes; it does not cover cap table or fund admin data. A non-empty query ranks the catalog by relevance (BM25 over each tool's name, description, and parameter descriptions) and returns the best matches first. Whole words score; partial words do not, so a query that scores nothing falls back to a substring match. An empty query returns the catalog in its own order.

crm_search_tools

Run a Carta CRM tool and render its result as an interactive view. Use this instead of ``crm_call_tool`` for any tool ``crm_search_tools`` reports with ``has_view: true`` — same arguments, same data, but the user gets the rendered table or profile. Anything else should go to ``crm_call_tool``. The user sees the full result on screen. Do NOT repeat, re-list, or reformat those records as text — answer their question or acknowledge briefly.

crm_view_tool

Get a welcome message from Carta MCP. Quick-start suggestions are grouped into seven capability categories sourced from the Plugin Architecture doc, filtered by the user's role. Pass ``role`` to filter to the relevant categories when the user identifies their role (e.g. "for a CFO", "I'm a CCO", "fundraising lead"). Free-text values like "CFO", "fund accountant", "deal team", "IR", "compliance officer", "general partner", or "fundraising" all resolve to the right category set. Leave empty to show all. Always returns the full text response alongside structured_content — the MCP App view, when rendered, is supplementary rather than a replacement for the text.

welcome