Mise à jour de note CRM

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name: update-note description: > Searches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP — notes/comments are attached to deals and updated via the update-deal skill. allowed-tools:

• mcp__carta__crm_call_tool version: 1.0.0 model: haiku

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<!-- carta:instrumentation-fallback --> <IMPORTANT> `_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: `_instrumentation_v2: {"skills": ["<plugin>:<skill>", ...], "model": "<model-id>"}` e.g. `{"skills": ["carta-cap-table:carta-issue-securities"], "model": "claude-sonnet-5"}` List only Carta skills in use, each namespaced `"plugin:skill"` (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`). </IMPORTANT>

Overview

Notes in the Carta CRM MCP are accessible via search_notes but are edited as comment fields on deal records via update_deal. Help the user find the note they want to change, then update the associated deal's comment.

Step 1 — Find the note

Search for the note by keyword:

crm_call_tool({ "name": "crm:search_notes", "arguments": { query: "<keyword>", limit: 10 } })

Show the results to the user and ask which note they want to update.

Step 2 — Identify the associated deal

Once the user has selected a note, find the deal it belongs to. Ask the user for the deal name/company, or search:

crm_call_tool({ "name": "crm:get_deal_fields", "arguments": {} })
crm_call_tool({ "name": "crm:search_deals", "arguments": { query: "<company name>", limit: 10 } })

Fetch the deal to show the current comment:

crm_call_tool({ "name": "crm:fetch_deal_by_deal_id", "arguments": { id: "<deal id>" } })

Step 3 — Collect the updated content

Show the user the existing comment and ask what they'd like to change.

Step 4 — Update the deal comment

Call:

crm_call_tool({
  "name": "crm:update_deal",
  "arguments": {
    id: "<deal id>",
    comment: "<updated note content>"
  }
})

Step 5 — Report result

On success, respond with:

"Note updated on deal {company name} (ID: {id})."

On error, show the error message and suggest verifying the deal ID by running /search-deals.