← Carta CRMCONTENT HISTORY

Update to Carta CRM

Snapshot Oct 24, 2026 · 12:40 UTC · version 1.0.0

WHAT CHANGED

Package or technical metadata updated

Package or technical metadata updated

Observed in package metadata. These changes alone do not establish a new customer-facing feature.

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All fields and original values.

Is template instance

Before

Oct 1, 2026 · 18:00 UTC

Not present

After

Oct 24, 2026 · 12:40 UTC

false

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Full technical diff · 1 changed fields

added /is_template_instance

BEFORE
Field was absent
AFTER
false
Full snapshot data
{
  "canonical_app_id": "asdk_app_6aa83571eb0881918d986a58e2bef795",
  "connector_id": "asdk_app_6aa83571eb0881918d986a58e2bef795",
  "created_at": "2026-09-14T17:57:06.097513Z",
  "discoverability": "LISTED",
  "id": "plugin_asdk_app_6aa83571eb0881918d986a58e2bef795",
  "is_template": false,
  "is_template_instance": false,
  "name": "app-6aa83571eb0881918d986a58e2bef795",
  "release": {
    "app_ids": [
      "asdk_app_6aa83571eb0881918d986a58e2bef795"
    ],
    "app_manifest": {
      "apps": {
        "app-6aa83571eb0881918d986a58e2bef795": {
          "id": "asdk_app_6aa83571eb0881918d986a58e2bef795",
          "required": true
        }
      }
    },
    "app_templates": [],
    "description": "Carta CRM brings a private-markets deal team's CRM into ChatGPT. Ask about the deal pipeline and see deals by stage, owner, or date; find the people you know at a bank, adviser, or target company, filtered by current employer, title, industry tag, or location; see who holds the strongest relationship at a firm and when the next meeting with them is; read interaction and note history for a contact, company, or deal; and record what happened by adding notes or updating a record after a call. Results for searches and record lookups render as interactive Carta CRM tables and profile cards. The app reaches Carta CRM data only — it does not cover cap table or fund administration.",
    "display_name": "Carta CRM",
    "id": "pluginrel_cc9e2ace9d848191ad9305a5806c33c4",
    "interface": {
      "brand_color": null,
      "capabilities": [],
      "category": "Business & Operations",
      "composer_icon_dark_url": "https://files.openai.com/content?id=file_0000000069f081f7a254fd558db9c76a",
      "composer_icon_url": "https://files.openai.com/content?id=file_0000000069f081f7a254fd558db9c76a",
      "default_prompt": "Brief me for my next LP meeting",
      "default_prompts": [
        "Brief me for my next LP meeting",
        "Show me our deal pipeline by stage",
        "Who are our strongest relationships right now?"
      ],
      "developer_name": "eShares, Inc., dba Carta, Inc.",
      "logo_url": "https://files.openai.com/content?id=file_0000000092388230b9f023e97e5ac8bd",
      "logo_url_dark": "https://files.openai.com/content?id=file_0000000092388230b9f023e97e5ac8bd",
      "long_description": "Carta CRM brings a private-markets deal team's CRM into ChatGPT. Ask about the deal pipeline and see deals by stage, owner, or date; find the people you know at a bank, adviser, or target company, filtered by current employer, title, industry tag, or location; see who holds the strongest relationship at a firm and when the next meeting with them is; read interaction and note history for a contact, company, or deal; and record what happened by adding notes or updating a record after a call. Results for searches and record lookups render as interactive Carta CRM tables and profile cards. The app reaches Carta CRM data only — it does not cover cap table or fund administration.",
      "plugin_category_id": "business & operations",
      "privacy_policy_url": "https://carta.com/legal/privacy/privacy-policy/",
      "screenshot_urls": [],
      "short_description": "Deals, contacts, and notes",
      "terms_of_service_url": "https://carta.com/legal/terms-agreements/terms-service/",
      "website_url": "https://carta.com/fund-management/deal-crm/"
    },
    "keywords": [],
    "onboarding_skill_name": null,
    "requires_local_executor": false,
    "skills": [],
    "version": "1.0.0"
  },
  "scope": "GLOBAL",
  "status": "ENABLED"
}

SHA-256 of public snapshot: 93ac11af80bb6a78c6d91c125a6b61f641242fa253c9de949595545fb866486b