<carta-plugin>carta-crm:1.14.2</carta-plugin>
Overview
Partially update an existing contact. Only fields provided are modified — this is a partial update, not a replacement. First resolve the contact ID, collect what to change, then call the update tool.
Step 1 — Resolve the contact ID
If the user provided a contact ID directly, use it and skip to Step 3.
If only a name or description was given, search first:
If multiple contacts match, present the list and ask the user to confirm which one to update (show name, title, company, and ID for each).
Step 2 — Collect what to update
Ask the user what they want to change. Updatable fields include:
If the user wants to update custom fields but isn't sure of field IDs, fetch the schema first:
Important: Only include fields that are explicitly being changed. Omit everything else.
Step 3 — Update the contact
Call:
Omit any key that is not being updated.
Step 4 — Report result
On success, respond with a summary of what changed:
"Contact {name} updated (ID:
{id}). Changed: [list of changed fields]"
On error, show the error message and suggest:
- Verify the contact ID is correct — run
/search-contactsto find it - Check that custom field IDs are valid
Updating multiple contacts
If the user wants to apply the same change to multiple contacts, repeat Steps 1 and 3–4 for each. Summarize at the end:
"Updated N contacts: [list of names]"
