<carta-plugin>carta-crm:1.14.2</carta-plugin>
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:
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:
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-dealsto find it
