<carta-plugin>carta-crm:1.14.2</carta-plugin>
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:
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:
Fetch the deal to show the current comment:
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:
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.