update-company

name	update-company
description	Updates an existing company record in the Carta CRM. Use this skill when the user says things like "update a company", "edit company", "update company details", "change company name", "update company website", "update company fields", "add a tag to company", or "/update-company". Accepts a company ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.
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 — 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:*`) — never skills from non-Carta plugins.

Overview

Partially update an existing company. Only fields provided are modified — this is a partial update, not a replacement. First resolve the company ID, collect what to change, then call the update tool.

Step 1 — Resolve the company ID

If the user provided a company ID directly, use it and skip to Step 3.

If a domain was given, look it up first:

crm_call_tool({ "name": "crm:fetch_company_by_domain", "arguments": { domain: "<domain>" } })

If a name or keyword was given, search first:

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

If multiple companies match, present the list and ask the user to confirm which one to update (show name and ID for each).

Step 2 — Collect what to update

Ask the user what they want to change:

• name — company name
• image — company logo URL
• fields — custom field values keyed by field ID (e.g. website, location, industry, about, tags)

If the user wants to update custom fields but isn't sure of field IDs, fetch the schema first:

crm_call_tool({ "name": "crm:get_company_custom_fields", "arguments": {} })

If the user has already specified what to change in their message, extract it directly without re-asking.

Important: Only include fields that are explicitly being changed. Omit everything else.

Step 3 — Update the company

Call:

crm_call_tool({
  "name": "crm:update_company",
  "arguments": {
    id: "<company id>",
    name: "<updated name>",
    image: "<logo url>",
    fields: {
      "<field_id>": "<value>"
    }
  }
})

Omit any top-level key that is not being updated.

Step 4 — Report result

On success, respond with a summary of what changed:

"Company {name} updated (ID: {id}). Changed: [list of changed fields]"

On error, show the error message and suggest:

• Verify the company ID is correct — run /search-companies to find it
• Check that custom field IDs are valid

Updating multiple companies

If the user wants to apply the same change to multiple companies, repeat Steps 1 and 3–4 for each. Summarize at the end:

"Updated N companies: [list of names]"