carta 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:
crm_call_tool({ "name": "crm:search_notes", "arguments": { 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:
crm_call_tool({ "name": "crm:get_deal_fields", "arguments": {} })
crm_call_tool({ "name": "crm:search_deals", "arguments": { query: "<company name>", limit: 10 } })
Fetch the deal to show the current comment:
crm_call_tool({ "name": "crm:fetch_deal_by_deal_id", "arguments": { 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:
crm_call_tool({
"name": "crm:update_deal",
"arguments": {
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.