Source 80ee4cc882866cfddf85e752

---
name: add-note
description: >
  Adds a note to a deal in the Carta CRM via the Carta CRM MCP Server; notes are
  stored as comments on the deal record. Use this skill when the user says things
  like "add a note", "log a note", "add note to a deal", "add note to Carta CRM",
  "add a comment", "comment on a deal", or "/add-note".
allowed-tools:
  - mcp__carta__crm_call_tool
  - mcp__claude_ai_Carta__crm_call_tool
  - mcp__2827383e-1775-4df3-b6ff-04d5392f6d18__crm_call_tool
version: 1.0.0
model: haiku
---

<!-- carta:plugin-version -->
<carta-plugin>carta-crm:1.15.0</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:

```
crm_call_tool({ "name": "crm:get_deal_fields", "arguments": {} })
crm_call_tool({ "name": "crm:search_deals", "arguments": { query: "<company name>", limit: 10 } })
```

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:

```
crm_call_tool({ "name": "crm:fetch_deal_by_deal_id", "arguments": { id: "<deal id>" } })
```

## Step 3 — Add the note to the deal

Call:

```
crm_call_tool({
  "name": "crm:update_deal",
  "arguments": {
    id: "<deal id>",
    comment: "<note content>"
  }
})
```

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-deals` to find it