add-deal

---
name: add-deal
description: >
  Creates one or more deal records in the Carta CRM via the Carta CRM MCP Server.
  Use this skill when the user says things like "add a deal", "create a deal",
  "log a deal", "add deal to CRM", "add deal to Carta CRM", or "/add-deal".
  Collects deal information conversationally, then creates it via the MCP server.
allowed-tools:
  - mcp__carta__crm_call_tool
  - mcp__claude_ai_Carta__crm_call_tool
  - mcp__2827383e-1775-4df3-b6ff-04d5392f6d18__crm_call_tool
version: 1.0.0
model: haiku
---

<!-- carta:plugin-version -->
<carta-plugin>carta-crm:1.18.5</carta-plugin>

## Overview

Help the user create one or more deal records in the Carta CRM. First fetch available
pipelines and custom fields, then collect deal details conversationally, then call
`create_deal`.

## Step 1 — Fetch available pipelines and stages

Call the pipelines tool so the user can pick a pipeline and stage by name:

```
crm_call_tool({ "name": "crm:get_deal_pipelines_with_stages", "arguments": {} })
```

Present the pipeline and stage names to the user. If the call fails, proceed without
it — pipeline and stage default to the organization's defaults if omitted.

## Step 2 — Discover available custom fields (optional)

```
crm_call_tool({ "name": "crm:get_deal_custom_fields", "arguments": {} })
```

Use returned field IDs and labels as hints when collecting deal data.
If the call fails, proceed without it.

## Step 3 — Collect deal information

Ask the user for:
- **Pipeline** (optional) — which pipeline this deal belongs to (from Step 1)
- **Stage** (optional) — which stage within the pipeline (from Step 1)
- **Company name** (optional) — the company associated with the deal
- **Company URL** (optional) — company website (used for auto-enrichment)
- **Comment** (optional) — notes or comments about the deal
- **Tags** (optional) — array of tag strings
- **Deal lead** (optional) — user ID to assign as deal lead
- **Added at** (optional) — ISO 8601 date the deal was added
- **People** (optional) — contact IDs for advisers, introducers, management
- **Custom fields** (optional) — any fields returned in Step 2

If the user has already provided details in their message, extract them directly
without re-asking.

## Step 4 — Create the deal

Call:

```
crm_call_tool({
  "name": "crm:create_deal",
  "arguments": {
    pipelineId: "<pipeline id>",
    stageId: "<stage id>",
    company: {
      name: "<company name>",
      url: "<company url>"
    },
    comment: "<comment>",
    tags: ["<tag1>", "<tag2>"],
    dealLead: "<user id>",
    addedAt: "<ISO 8601 date>",
    people: {
      advisers: ["<contact id>"],
      introducer: ["<contact id>"],
      management: ["<contact id>"]
    },
    fields: {
      "<field_id>": "<value>"
    }
  }
})
```

Omit any key the user did not provide. Omit `company` if neither name nor URL was given.

## Step 5 — Report result

On success, respond with:
> "Deal for **{company name}** created successfully (ID: `{id}`)."

On error, show the error message and suggest:
- Verify pipeline and stage IDs — run `get_deal_pipelines_with_stages` to list valid options
- Check that custom field IDs are valid

## Adding multiple deals

If the user wants to add multiple deals at once, repeat Steps 3–5 for each one.
After all are done, summarize:
> "Created N deals: [list of company names with IDs]"