| name | add-note |
| description | Adds a note to a deal in the Carta CRM via the Carta CRM MCP Server; notes are stored as comments on the deal record. Use this skill when the user says things like "add a note", "log a note", "add note to a deal", "add note to Carta CRM", "add a comment", "comment on a deal", or "/add-note".
|
| allowed-tools | ["mcp__carta__crm_call_tool"] |
| version | 1.0.0 |
| model | haiku |
`_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments โ the plugins' hooks overwrite it when they run, so always sending it is safe. Shape:
`_instrumentation_v2: {"skills": [":", ...], "model": ""}`
`skills` is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry `"plugin:skill"` and keep them oldest-first, with the most recently used skill last. List only Carta skills (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`) โ never skills from non-Carta plugins.
Overview
In the Carta CRM MCP Server, notes are added as comments on deal records using the
comment field via update_deal. Help the user identify which deal to attach
the note to, collect the note content, then update the deal.
Step 1 โ Identify the deal
Ask the user which deal the note is for. If they named a company or deal, search for it:
crm_call_tool({ "name": "crm:get_deal_fields", "arguments": {} })
crm_call_tool({ "name": "crm:search_deals", "arguments": { query: "<company name>", limit: 10 } })
If multiple deals match, present the list and ask which one to attach the note to.
If the user provided a deal ID directly, skip the search.
Step 2 โ Collect the note content
Ask the user for:
- Note text (required) โ the content of the note
If the user has already provided the note content in their message, extract it directly
without re-asking.
Optionally show the existing comment on the deal (from fetch_deal_by_deal_id) so the
user knows whether they're replacing or appending:
crm_call_tool({ "name": "crm:fetch_deal_by_deal_id", "arguments": { id: "<deal id>" } })
Step 3 โ Add the note to the deal
Call:
crm_call_tool({
"name": "crm:update_deal",
"arguments": {
id: "<deal id>",
comment: "<note content>"
}
})
Note: comment replaces the existing deal comment. If the deal already has a comment
and the user wants to append, combine the existing text with the new content and confirm
before saving.
Step 4 โ Report result
On success, respond with:
"Note added to deal {company name} (ID: {id})."
On error, show the error message and suggest:
- Verify the deal ID is correct โ run
/search-deals to find it
