Skip to content
← All connectors
Analytics
Experimental. This connector provider has not been verified by Vercel.

Carta CRM

Use Carta CRM with AI apps and agents through Vercel Connect. Follow a complete setup guide for secure runtime access.

Create Connector

  1. Install the skill

    $ npx skills add vercel/vercel-plugin --skill vercel-connect

  2. Connect to Carta CRM

    Via CLIVercel Dashboard(opens in new tab)
    $ vercel connect create carta-crm --name acme-carta-crm

  3. Use its data in agents(opens in new tab) and apps(opens in new tab)

    import { getToken } from '@vercel/connect';
    

    const userId = 'user_123';
    

    const token = await getToken('carta-crm/acme-carta-crm', {
      subject: { type: 'user', id: userId },
    });

Use Carta CRM in apps and agents

Carta CRM, formerly ListAlpha, helps investment teams manage investors, companies, contacts, deals, and notes through read and write MCP tools.

Read the Carta CRM developer docs(opens in new tab)

Why use Vercel Connect with Carta CRM?

  • Credentials on demand

    Request Carta CRM credentials only when your application or agent needs them instead of copying secrets into application code.

  • Access for the right subject

    Request user-authorized Carta CRM access so actions follow the identity and permissions of the person using your application.

  • Centralized credential management

    Manage Carta CRM credentials in one place and retrieve them through a consistent runtime API.

  • Vercel-native controls

    Bind connections to the projects and environments that need them while Vercel OIDC authenticates each runtime request.

Use Carta CRM with your stack

Follow a complete setup for the Connect SDK or a supported agent framework.

Add Carta CRM to an existing Vercel application with the Connect SDK.

  1. Install the Connect SDK

    npm install @vercel/connect

  2. Create the Carta CRM connector

    Run these commands from the project that will use the connection.

    vercel link
    vercel connect create carta-crm --name acme-carta-crm
    vercel env pull

  3. Request Carta CRM credentials

    app/api/route.ts
    import { getToken } from '@vercel/connect';
    

    const userId = 'user_123';
    

    const token = await getToken('carta-crm/acme-carta-crm', {
      subject: { type: 'user', id: userId },
    });

More connectors like Carta CRM

Browse all connectors