add-note

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 — 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

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 — 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 — Collect the note content

Ask the user for:

• Note text (required) — 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 — 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 — 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 — run /search-deals to find it