update-deal

A procedure for changing selected fields on an existing deal in Carta CRM, a system for managing sales opportunities and customer information.

In plain words
What is it for?
Use it to find a deal and change its stage, company details, notes, tags, assigned lead, date, or custom fields.
Why use it?
It prevents the wrong deal from being changed and makes sure only the requested fields are updated.

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

Made for: Claude Code, Codex.

Per session 111 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,179 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 $0.00111 $0.01179
Opus 5 $0.00056 $0.00589
Sonnet 5 $0.00022 $0.00236
Haiku 4.5 $0.00011 $0.00118

Measured 2d ago against content hash 533cf1cc9c63, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

update-deal 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-deal/SKILL.md · 117 lines

How it starts

The opening of the file, as written. The whole thing — 117 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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:

crm_call_tool({ "name": "crm:get_deal_fields", "arguments": {} })
crm_call_tool({ "name": "crm:search_deals", "arguments": { 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

Read the full file on GitHub · 117 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 · 117 lines · 111 tokens per session scan A 533cf1cc9c63

Subscribe to this mod's changes

update-deal is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 111 tokens to every session and 1,179 once invoked, about $0.0006 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.

Related

Other skills, from other repositories

release

Release a new version of the DevoxxGenie IntelliJ plugin — prompt for the target version, bump it in the build files, write a curated CHANGELOG.md entry and plugin.xml change-notes from the git/PR history since the last tag, build to verify, then commit, tag, and publish a matching GitHub release. Use this whenever…

devoxx/DevoxxGenieIDEAPlugin · 121 tokens

close-task-commit-push-pr

Close the active backlog task (detected from branch name), commit all changes, push to remote, and open a pull request. Use when the user says "close task and ship it", "close task commit push pr", or invokes /close-task-commit-push-pr.

devoxx/DevoxxGenieIDEAPlugin · 64 tokens

git-commit-push-pr

Commit all changes, push to remote, and open a pull request in one go. Use when the user says "commit push pr", "ship it", "open a pr", or invokes /git-commit-push-pr.

devoxx/DevoxxGenieIDEAPlugin · 53 tokens

start-task

Create a feature branch for a backlog task, switch to it, and start implementation. Use when the user says "start task-123", "work on task-123", "implement task-123", or invokes /start-task with a task ID.

devoxx/DevoxxGenieIDEAPlugin · 54 tokens

review

Review local code changes for bugs, regressions, missing tests, and pragmatic improvements. Use when the user asks to review the current changes from git status, or to review a specific backlog task by id such as task-65 or TASK-65. Also trigger when the user says things like "review", "review current changes", "check…

devoxx/DevoxxGenieIDEAPlugin · 90 tokens

pr

DevoxxGenie is an agentic plugin for IntelliJ IDEA that uses local LLM's (Ollama, LMStudio, GPT4All, Jan and Llama.cpp) and Cloud based LLMs to help review, test, explain your project code. Latest version now also supports Spec Driven Development with CLI Runners.

devoxx/DevoxxGenieIDEAPlugin · 0 tokens