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".
Install
npx skills add carta/plugins --skill add-notenpx skills add carta/plugins --skill add-note -a claude-code -gnpx skills add carta/plugins --skill add-note -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/add-notegh skill install carta/plugins add-notegit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/add-note ~/.claude/skills/add-note # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/add-note ~/.agents/skills/add-note # Codex, Cursor, Gemini CLI, Copilot, OpenCode