スキルKnowledge Workproductivity

🏢update-company

プラグイン: carta-crm
ソース: GitHub で見る ↗

説明

Carta CRMの既存の企業レコードを更新します。 **次のような場合に使用:** ユーザーが「企業を更新する」「企業を編集する」「企業の詳細情報を更新する」「企業名を変更する」「企業のウェブサイトを更新する」「企業フィールドを更新する」「企業にタグを追加する」などと言ったとき、または「/update-company」コマンドを実行したとき。企業IDまたは企業名を指定できます（IDが提供されない場合は検索が実行されます）。明示的に提供されたフィールドのみが変更され、その他のフィールドはそのままの状態で保持されます。

原文を表示

Updates an existing company record in the Carta CRM. Use this skill when the user says things like "update a company", "edit company", "update company details", "change company name", "update company website", "update company fields", "add a tag to company", or "/update-company". Accepts a company ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.

ユースケース

✓企業の詳細情報を更新する
✓企業名や企業フィールドを変更する
✓企業にタグを追加する
✓/update-companyコマンドを実行する

本文

Overview

Partially update an existing company. Only fields provided are modified — this is a partial update, not a replacement. First resolve the company ID, collect what to change, then call the update tool.

Step 1 — Resolve the company ID

If the user provided a company ID directly, use it and skip to Step 3.

If a domain was given, look it up first:

mcp__carta_crm__fetch_company_by_domain({ domain: "<domain>" })

If a name or keyword was given, search first:

mcp__carta_crm__search_companies({ query: "<name>", limit: 10 })

If multiple companies match, present the list and ask the user to confirm which one to update (show name and ID for each).

Step 2 — Collect what to update

Ask the user what they want to change:

name — company name
image — company logo URL
fields — custom field values keyed by field ID (e.g. website, location, industry, about, tags)

If the user wants to update custom fields but isn't sure of field IDs, fetch the schema first:

mcp__carta_crm__get_company_custom_fields()

If the user has already specified what to change in their message, extract it directly without re-asking.

Important: Only include fields that are explicitly being changed. Omit everything else.

Step 3 — Update the company

Call:

mcp__carta_crm__update_company({
  id: "<company id>",
  name: "<updated name>",
  image: "<logo url>",
  fields: {
    "<field_id>": "<value>"
  }
})

Omit any top-level key that is not being updated.

Step 4 — Report result

On success, respond with a summary of what changed:

"Company {name} updated (ID: {id}). Changed: [list of changed fields]"

On error, show the error message and suggest:

Verify the company ID is correct — run /search-companies to find it
Check that custom field IDs are valid

Updating multiple companies

If the user wants to apply the same change to multiple companies, repeat Steps 1 and 3–4 for each. Summarize at the end:

"Updated N companies: [list of names]"

原文・著作権は Anthropic および各プラグイン作者に帰属します。日本語訳は Claude API による自動翻訳です。