update-investor

update-investor is a skill for Claude Code, Codex from carta/plugins. It costs 95 tokens per session (915 once invoked), scanned A, a copy of update-company, Apache-2.0.

A procedure for partially editing an existing investor record in Carta, a customer relationship management system. It finds the correct investor, determines the requested changes, and updates only the supplied fields.

In plain words
What is it for?
Updating an investor's name or custom fields such as website, location, industry, description, or tags.
Why use it?
It reduces the risk of replacing unrelated investor information and helps resolve the correct record before editing it.

Skill for Claude CodeCodex

Part of the carta-crm plugin — 25 skills shipped together

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

Made for: Claude Code, Codex.

Or install carta-crm, the plugin that ships this one along with the rest of its 25 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for update-investor

README.md
[![agentmods](https://agentmods.dev/badge/skills/carta/plugins/update-investor.svg)](https://agentmods.dev/skills/carta/plugins/update-investor)
Your own site
<a href="https://agentmods.dev/skills/carta/plugins/update-investor"><img src="https://agentmods.dev/badge/skills/carta/plugins/update-investor.svg" alt="Measured on agentmods" height="20"></a>
Per session 95 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 915 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin 86% copy Near-identical to another mod 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 $0.00095 $0.00915
Opus 5 $0.00048 $0.00458
Sonnet 5 $0.00019 $0.00183
Haiku 4.5 $0.00010 $0.00092

Measured 5d ago against content hash df74a6ca90f3, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

update-investor 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 5d 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.

Origin

This is a copy

86% identical to update-company — 55 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

plugins/carta-crm/skills/update-investor/SKILL.md · 94 lines

How it starts

The opening of the file, as written. The whole thing — 94 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Overview

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

Step 1 — Resolve the investor ID

If the user provided an investor 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_investors", "arguments": { query: "<name>", limit: 10 } })

If multiple investors 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 — investor firm name
  • 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:

crm_call_tool({ "name": "crm:get_investor_custom_fields", "arguments": {} })

Read the full file on GitHub · 94 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. 5d ago First seen · 94 lines · 95 tokens per session scan A df74a6ca90f3

Subscribe to this mod's changes

update-investor is a skill published in the GitHub repository carta/plugins (12 stars, last pushed yesterday), licensed Apache-2.0. It adds 95 tokens to every session and 915 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. It is 86% identical to update-company, differing in 55 lines, and is treated as a copy.

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