スキルKnowledge Workproductivity

📝update-contact

プラグイン: carta-crm
ソース: GitHub で見る ↗

説明

Carta CRMの既存の連絡先（人物）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「連絡先を更新する」「連絡先を編集する」「連絡先の詳細を更新する」「連絡先のメールアドレスを変更する」「人物のタイトルを更新する」「連絡先の企業を更新する」「連絡先にタグを追加する」または「/update-contact」といったことを言った場合。連絡先IDまたは名前を受け付けます（IDが指定されない場合は検索します）。明示的に指定されたフィールドのみが変更され、その他のすべてのフィールドは変更されません。

原文を表示

Updates an existing contact (person) record in the Carta CRM. Use this skill when the user says things like "update a contact", "edit contact", "update contact details", "change contact email", "update person's title", "update contact company", "add a tag to contact", or "/update-contact". Accepts a contact 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

✓連絡先の情報を更新するとき
✓連絡先のメールアドレスを変更するとき
✓人物のタイトルを更新するとき
✓連絡先の企業を更新するとき
✓連絡先にタグを追加するとき

本文

Overview

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

Step 1 — Resolve the contact ID

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

If only a name or description was given, search first:

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

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

Step 2 — Collect what to update

Ask the user what they want to change. Updatable fields include:

Field	Description
`name`	Full name
`firstName`, `lastName`, `middleName`	Name parts
`emailDetail`	Primary email; Second/Third/Fourth for additional emails
`phone`	Primary phone; `businessPhone` for business number
`title`	Job title
`headline`	Short bio or tagline
`location`	Work location (city, state, country)
`homeLocation`	Home location (city, state, country)
`socialLinks`	linkedinUrl, twitterUrl, githubUrl, facebookUrl
`jobs`	Work experience array — fully replaces existing jobs
`tags`	Tags array — fully replaces existing tags
`notes`	Free-text notes
`fields`	Custom field values keyed by field ID

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

mcp__carta_crm__get_contact_custom_fields()

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

Step 3 — Update the contact

Call:

mcp__carta_crm__update_contact({
  id: "<contact id>",
  name: "<updated name>",
  title: "<updated title>",
  emailDetail: "<updated email>",
  tags: ["<tag1>", "<tag2>"],
  fields: { "<field_id>": "<value>" }
})

Omit any key that is not being updated.

Step 4 — Report result

On success, respond with a summary of what changed:

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

On error, show the error message and suggest:

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

Updating multiple contacts

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

"Updated N contacts: [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。