Searches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP — notes/comments are attached to deals and updated via the update-deal skill.
Install
npx skills add carta/plugins --skill update-notenpx skills add carta/plugins --skill update-note -a claude-code -gnpx skills add carta/plugins --skill update-note -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/update-notegh skill install carta/plugins update-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/update-note ~/.claude/skills/update-note # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/update-note ~/.agents/skills/update-note # Codex, Cursor, Gemini CLI, Copilot, OpenCode