update-note
Searches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP — notes/comments are attached to deals and updated via the update-deal skill.
What this skill does
## Overview
Notes in the Carta CRM MCP are accessible via `search_notes` but are edited as
`comment` fields on deal records via `update_deal`. Help the user find the note
they want to change, then update the associated deal's comment.
## Step 1 — Find the note
Search for the note by keyword:
```
mcp__carta_crm__search_notes({ query: "<keyword>", limit: 10 })
```
Show the results to the user and ask which note they want to update.
## Step 2 — Identify the associated deal
Once the user has selected a note, find the deal it belongs to. Ask the user for
the deal name/company, or search:
```
mcp__carta_crm__get_deal_fields()
mcp__carta_crm__search_deals({ query: "<company name>", limit: 10 })
```
Fetch the deal to show the current comment:
```
mcp__carta_crm__fetch_deal_by_deal_id({ id: "<deal id>" })
```
## Step 3 — Collect the updated content
Show the user the existing comment and ask what they'd like to change.
## Step 4 — Update the deal comment
Call:
```
mcp__carta_crm__update_deal({
id: "<deal id>",
comment: "<updated note content>"
})
```
## Step 5 — Report result
On success, respond with:
> "Note updated on deal **{company name}** (ID: `{id}`)."
On error, show the error message and suggest verifying the deal ID by running
`/search-deals`.
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