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update-note

Official

Edit Carta CRM deal notes in seconds.

Marketing & Sales#investor relations#deal management#crm notes#carta crm#update note#edit deal comment#carta mcp
Authorcarta
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Direct standalone editing of Carta CRM notes is not supported via the MCP API, so users cannot modify note content without accessing the associated deal record. This Skill bridges that gap by enabling note content updates through the deal comment field.

Core Features & Use Cases

  • Note Search: Quickly find the target CRM note by keyword to identify which one to update.
  • Deal Lookup: Locate the deal the selected note is attached to, and pull its current comment content for user review.
  • Comment Update: Modify the deal's comment field to reflect updated note content, with clear success or error feedback.
  • Use Case: If you have a note on a Series A investor deal with outdated follow-up details, use this Skill to search for the note, find the linked deal, and update the comment to reflect the new meeting time and action items.

Quick Start

Use the update-note skill to edit the comment on the deal linked to your existing CRM note about the Q3 investor follow-up call.

Dependency Matrix

Required Modules

None required

Components

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-note
Download link: https://github.com/carta/plugins/archive/main.zip#update-note

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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