add-note
Adds a comment/note to a deal record in the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a note", "create a note", "log a note", "add note to a deal", "add note to CRM", "add note to Carta CRM", "log a comment on a deal", or "/add-note". Notes are stored as comments on deal records.
What this skill does
## Overview
In the Carta CRM MCP, 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:
```
mcp__carta_crm__get_deal_fields()
mcp__carta_crm__search_deals({ 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.
## Step 3 — Add the note to the deal
Call:
```
mcp__carta_crm__update_deal({
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
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