Update Deal | Agent Skills Atlas

About this skill

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.

Quick start

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Review, license & listing details

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Automated security scan: Partial

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0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: d237f27236c5b010c0574353a02a77d6381cac2f684ceecdcd83ac449e7f8e93

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Original listing metadata

Original name

update-deal

Original description

About this listing

Category: General
Reported license: Apache-2.0
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.