Overview

In the Carta CRM MCP, 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:

mcp__carta_crm__get_deal_fields()
mcp__carta_crm__search_deals({ 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.

Step 3 — Add the note to the deal

Call:

mcp__carta_crm__update_deal({
  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