Three ways AI works in Carta CRM

Carta CRM has three distinct AI touchpoints. They share the same underlying model and tool set — the difference is where you interact with them.

<table style="width:100%; border-collapse:collapse; font-family:'Plus Jakarta Sans', sans-serif;"> <thead> <tr style="background:#f0f0f0;"> <th style="text-align:left; padding:10px 12px; border:1px solid #ddd;">01 — In-App Agent</th> <th style="text-align:left; padding:10px 12px; border:1px solid #ddd;">02 — Email Agent</th> <th style="text-align:left; padding:10px 12px; border:1px solid #ddd;">03 — MCP Server</th> </tr> </thead> <tbody> <tr> <td style="padding:9px 12px; border:1px solid #ddd;">Interact with AI directly inside the CRM interface.</td> <td style="padding:9px 12px; border:1px solid #ddd;">Forward emails to agent@crm.carta.com to capture and update CRM data from your inbox.</td> <td style="padding:9px 12px; border:1px solid #ddd;">Connect Carta CRM to Claude, ChatGPT, or any MCP-compatible AI tool. 117+ tools available.</td> </tr> </tbody> </table>

Interact with AI directly inside the CRM interface.

Forward emails to agent@crm.carta.com to capture and update CRM data from your inbox.

Connect Carta CRM to Claude, ChatGPT, or any MCP-compatible AI tool. 117+ tools available.

Opening the in-app agent

There are two ways to open the agent panel:

Left navigation panel: Click the Agent button near the bottom left of the page.
Keyboard shortcut: Press Ctrl + K from anywhere in the platform.

The agent opens as a floating panel in the center of the screen, overlaying your current view. From the panel header you have three display options:

Pin to right — docks the panel to the right side of the screen so it sits alongside your records rather than over them. Shortcut: ⌘ + ].
Expand — opens the panel in a full-width view for longer conversations.
Minimize / close — hides the panel without ending the session. Your conversation is preserved when you reopen it.

When pinned to the right, the agent stays visible as you navigate between modules — useful for keeping a conversation running while you browse records or switch views.

Talking to the agent

The agent understands plain language. Describe what you want the same way you'd explain it to a colleague.

When you open the agent panel, you'll see four quick-start buttons — Deal flow, People, Advisers, and Notes. Clicking any of these expands a set of pre-filled example prompts tailored to that category. They're a good starting point if you're not sure how to phrase something.

You can also type /help at any time to see the full list of what the agent can do, organized by category, with example queries you can try directly.

A few principles that get better results:

Be specific about the record or module. "Show me deals in the Tracking stage" is clearer than "show me some deals."
Tell it what to do, not just what to find. "Add a note to the Acme Corp deal that says we had a call today" is an action, not just a search.
Add records to context first. Before prompting about a specific deal, investor, or company, pin it to the agent panel — results will be faster and more precise. See Adding records to context for both methods.
Ask follow-up questions. The agent holds context across turns — if the first result isn't right, keep going in the same conversation.

Adding records to context

Before you ask the agent about a specific deal, investor, or company, pin that record to the agent panel. When a record is in context, the agent starts with its full details already loaded — it doesn't have to search the CRM first, which makes responses faster and significantly more precise.

Without context, the agent searches broadly and returns the closest match. If your CRM has multiple records with similar names, or you're asking a nuanced question about one specific record, pinning it first is the difference between a useful answer and a near-miss.

There are two ways to add a record to context:

Right-click any record in a list view — Deals, Investors, Contacts, Companies, or any other module — and select Add to Agent from the context menu. The record appears as a chip at the top of the agent panel, and the agent now has full access to its fields, notes, and linked objects.
Type / in the agent panel input field to open an inline search. Find the deal, company, or investor you want and select it — it attaches to the conversation the same way.

You can add multiple records at once. Right-click each one and select Add to Agent — they stack as chips at the top of the panel. This is especially useful when you want to:

Compare two investors side by side
Pull a deal and its linked company into the same conversation
Ask the agent to reason across a set of related records in one prompt

What the agent can do

The agent's tools fall into two categories: read tools that surface and summarize data, and write tools that create or update it. Together they cover every module in Carta CRM.

<table style="width:100%; border-collapse:collapse; font-family:'Plus Jakarta Sans', sans-serif;"> <thead> <tr style="background:#f0f0f0;"> <th style="text-align:left; padding:10px 12px; border:1px solid #ddd;">Capability</th> <th style="text-align:left; padding:10px 12px; border:1px solid #ddd;">Type</th> <th style="text-align:left; padding:10px 12px; border:1px solid #ddd;">Examples</th> </tr> </thead> <tbody> <tr> <td style="padding:9px 12px; border:1px solid #ddd;">Search and find records</td> <td style="padding:9px 12px; border:1px solid #ddd;">Read</td> <td style="padding:9px 12px; border:1px solid #ddd;">"Show me all active deals in the Diligence stage"; "Find CFO/CEO contacts in fintech based in New York"</td> </tr> <tr style="background:#fafafa;"> <td style="padding:9px 12px; border:1px solid #ddd;">Adviser and relationship profiles</td> <td style="padding:9px 12px; border:1px solid #ddd;">Read</td> <td style="padding:9px 12px; border:1px solid #ddd;">"Who's our strongest contact at Rothschild?"; "Which M&A banker brought us the most deals in 2026?"</td> </tr> <tr> <td style="padding:9px 12px; border:1px solid #ddd;">Fetch interaction history</td> <td style="padding:9px 12px; border:1px solid #ddd;">Read</td> <td style="padding:9px 12px; border:1px solid #ddd;">"What's our relationship history with [Company]?"; "When is our next catch-up with Jefferies?"</td> </tr> <tr style="background:#fafafa;"> <td style="padding:9px 12px; border:1px solid #ddd;">Query attached documents</td> <td style="padding:9px 12px; border:1px solid #ddd;">Read</td> <td style="padding:9px 12px; border:1px solid #ddd;">Ask questions about a pitch deck, CIM, or memo attached to a record</td> </tr> <tr> <td style="padding:9px 12px; border:1px solid #ddd;">Analyze pipeline and deal flow</td> <td style="padding:9px 12px; border:1px solid #ddd;">Read</td> <td style="padding:9px 12px; border:1px solid #ddd;">"How has our deal flow changed quarter by quarter?"; "Which sectors are we most active in?"</td> </tr> <tr style="background:#fafafa;"> <td style="padding:9px 12px; border:1px solid #ddd;">Generate analytics and reports</td> <td style="padding:9px 12px; border:1px solid #ddd;">Read</td> <td style="padding:9px 12px; border:1px solid #ddd;">"Create a report of all deals added this quarter"; export as CSV or PDF; schedule recurring delivery</td> </tr> <tr> <td style="padding:9px 12px; border:1px solid #ddd;">Platform how-to</td> <td style="padding:9px 12px; border:1px solid #ddd;">Read</td> <td style="padding:9px 12px; border:1px solid #ddd;">"How do I export contacts to CSV?"; questions about features, where things live, settings</td> </tr> <tr style="background:#fafafa;"> <td style="padding:9px 12px; border:1px solid #ddd;">Create records</td> <td style="padding:9px 12px; border:1px solid #ddd;">Write</td> <td style="padding:9px 12px; border:1px solid #ddd;">Add deals, contacts, investors, companies, notes, or fundraising records from a plain-language description</td> </tr> <tr> <td style="padding:9px 12px; border:1px solid #ddd;">Update records</td> <td style="padding:9px 12px; border:1px solid #ddd;">Write</td> <td style="padding:9px 12px; border:1px solid #ddd;">Change a stage, update a field, reassign an owner, bulk-move records across a strategy</td> </tr> <tr style="background:#fafafa;"> <td style="padding:9px 12px; border:1px solid #ddd;">Delete records</td> <td style="padding:9px 12px; border:1px solid #ddd;">Write</td> <td style="padding:9px 12px; border:1px solid #ddd;">Remove contacts, deals, investors, or notes by instruction</td> </tr> <tr> <td style="padding:9px 12px; border:1px solid #ddd;">Create and manage custom fields</td> <td style="padding:9px 12px; border:1px solid #ddd;">Write</td> <td style="padding:9px 12px; border:1px solid #ddd;">Add, rename, or configure fields across any module</td> </tr> <tr style="background:#fafafa;"> <td style="padding:9px 12px; border:1px solid #ddd;">Create and manage lists</td> <td style="padding:9px 12px; border:1px solid #ddd;">Write</td> <td style="padding:9px 12px; border:1px solid #ddd;">Build filtered contact or company lists based on criteria</td> </tr> <tr> <td style="padding:9px 12px; border:1px solid #ddd;">Apply and manage Themes</td> <td style="padding:9px 12px; border:1px solid #ddd;">Write</td> <td style="padding:9px 12px; border:1px solid #ddd;">Create hashtag themes, link them to records, organize sub-themes</td> </tr> <tr style="background:#fafafa;"> <td style="padding:9px 12px; border:1px solid #ddd;">Email campaigns</td> <td style="padding:9px 12px; border:1px solid #ddd;">Write</td> <td style="padding:9px 12px; border:1px solid #ddd;">View, edit, and manage draft campaigns from the agent panel</td> </tr> <tr> <td style="padding:9px 12px; border:1px solid #ddd;">Find and add new people</td> <td style="padding:9px 12px; border:1px solid #ddd;">Write</td> <td style="padding:9px 12px; border:1px solid #ddd;">Search LinkedIn for people not yet in the CRM and add them as contacts</td> </tr> </tbody> </table>

Internal Agent: How to Use AI Inside Carta CRM