update-company
OfficialSafely update Carta CRM company records.
Marketing & Sales#sales operations#crm automation#partial update#carta crm#company records#company update#carta plugins
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Manually updating company records in the Carta CRM is slow and risks accidental overwrites of unmodified data, leading to inconsistencies in your customer and investor relationship records.
Core Features & Use Cases
- Partial Update Protection: Only explicitly provided fields are modified, leaving all other company data untouched to prevent unintended changes.
- Flexible Company Resolution: Look up companies using an ID, domain name, or company name, with automatic search and user confirmation for ambiguous partial matches.
- Use Case: After a portfolio company updates its website or adds new industry tags following a funding round, use this skill to apply those changes directly to the Carta CRM record without navigating the full platform UI.
Quick Start
Use the update-company skill to change the website URL and add "Series B" to the tags for the company Stripe.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: update-company Download link: https://github.com/carta/plugins/archive/main.zip#update-company Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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