update-contact

A CRM record editor for changing selected fields on an existing person’s contact record in Carta, such as their name, email, phone, job title, location, or social links.

In plain words
What is it for?
Use it to find a contact by ID or search and update the requested personal or work details in Carta.
Why use it?
It avoids replacing the whole contact record when only a few details need changing. It also helps identify the correct person when several contacts have similar names.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/carta/plugins/update-contact
Any agent
npx skills add carta/plugins --skill update-contact
Clone the repo
git clone --depth 1 https://github.com/carta/plugins

Made for: Claude Code, Codex.

Per session 96 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,046 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00096 $0.01046
Opus 5 $0.00048 $0.00523
Sonnet 5 $0.00019 $0.00209
Haiku 4.5 $0.00010 $0.00105

Measured 2d ago against content hash 299fda5226ac, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

update-contact scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/carta-crm/skills/update-contact/SKILL.md · 104 lines

How it starts

The opening of the file, as written. The whole thing — 104 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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:

crm_call_tool({ "name": "crm:search_contacts", "arguments": { 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

Read the full file on GitHub · 104 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 104 lines · 96 tokens per session scan A 299fda5226ac

Subscribe to this mod's changes

update-contact is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 96 tokens to every session and 1,046 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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