home/categories/business-apps/carta-plugins-plugins-carta-crm-skills-add-note-skill-md
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add-note

Creates one or more note records in the Carta CRM via the public API. Use this skill when the user says things like "add a note", "create a note", "log a note", "add note to CRM", "add note to Carta CRM", or "/add-note". Collects note information conversationally, then POSTs it to the Carta CRM API.

carta
maintainer
carta
Updated 4/7/2026
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quick start

Installation and usage

Creates one or more note records in the Carta CRM via the public API. Use this skill when the user says things like "add a note", "create a note", "log a note", "add note to CRM", "add note to Carta CRM", or "/add-note". Collects note information conversationally, then POSTs it to the Carta CRM API.

Installation
$ install --globalskills.sh
Usage

Once installed, you can use this skill by running the following command in your terminal:

skills use add-note