スキルKnowledge Workproductivity

✏️update-deal

プラグイン: carta-crm
ソース: GitHub で見る ↗

説明

Carta CRMの既存のディール・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「ディールを更新する」「ディールを[ステージ]に移動する」「ディールステージを変更する」「ディールを編集する」「ディールフィールドを更新する」「ディールにタグを追加する」「ディールリードを割り当てる」「ディールの企業情報を更新する」「連絡先をディールにリンクする」「/update-deal」などの操作を指示する場合 **機能:** - ディールIDまたは企業名を受け入れます（IDが提供されない場合は検索を実行） - 明示的に指定されたフィールドのみが変更され、それ以外のフィールドは変更されません

原文を表示

Updates an existing deal record in the Carta CRM. Use this skill when the user says things like "update a deal", "move deal to [stage]", "change deal stage", "edit deal", "update deal fields", "add a tag to deal", "assign deal lead", "update company info on deal", "link contacts to deal", or "/update-deal". Accepts a deal ID or company 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

✓ディールを更新するとき
✓ディールステージを変更するとき
✓ディール情報を編集するとき
✓ディールにタグやリードを追加するとき
✓企業情報を連絡先をディールにリンクするとき

本文

Overview

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

Step 1 — Resolve the deal ID

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

If only a company name was given, call get_deal_fields first, then search:

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 the user to confirm which one to update (show company name, stage, and ID for each).

Step 2 — Collect what to update

Ask the user what they want to change:

Field	Description
`stageId`	Move deal to a different stage
`company.name`	Update the associated company name
`company.url`	Update company URL — triggers auto-enrichment
`comment`	Replace the deal comment/notes
`tags`	Replace the full tags array
`dealLead`	User ID to assign as deal lead
`addedAt`	ISO 8601 date the deal was added
`fields`	Custom field values keyed by field ID
`people.advisers`	Contact IDs linked as advisers
`people.introducer`	Contact IDs linked as introducers
`people.management`	Contact IDs linked as management

If the user wants to move to a stage by name, fetch pipelines first:

mcp__carta_crm__get_deal_pipelines_with_stages()

If updating custom fields by label rather than ID:

mcp__carta_crm__get_deal_custom_fields()

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

Step 3 — Update the deal

Call:

mcp__carta_crm__update_deal({
  id: "<deal id>",
  stageId: "<stage id>",
  company: { name: "<name>", url: "<url>" },
  comment: "<updated comment>",
  tags: ["<tag1>", "<tag2>"],
  dealLead: "<user id>",
  addedAt: "<ISO 8601 date>",
  fields: { "<field_id>": "<value>" },
  people: {
    advisers: ["<contact id>"],
    introducer: ["<contact id>"],
    management: ["<contact id>"]
  }
})

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

Step 4 — Report result

On success, respond with a summary of what changed:

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

On error, show the error message and suggest:

Verify the deal ID is correct — run /search-deals to find it
Check that stage IDs are valid — run get_deal_pipelines_with_stages
Check that custom field IDs and contact IDs are valid

Updating multiple deals

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

"Updated N deals: [list of company 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。