carta

@carta source repo

65 skills
0 followers
6 hours ago last updated

▌
Search Reports · carta
Runs a saved report in the Carta CRM and renders its rows as a table, using the columns the report saved. Use this skill when the user says things like "run my report", "run the [name] report", "show me the [name] report", "open the [name] report", "what reports do we have", "list reports", or "/search-reports".

0
installs
▌
Update Company · carta
Updates an existing company record in the Carta CRM. Use this skill when the user says things like "update a company", "edit company", "update company details", "change company name", "update company website", "update company fields", "add a tag to company", or "/update-company". Accepts a company ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.

0
installs
▌
Update Contact · carta
Updates an existing contact (person) record in the Carta CRM. Use this skill when the user says things like "update a contact", "edit contact", "update contact details", "change contact email", "update person's title", "update contact company", "add a tag to contact", or "/update-contact". Accepts a contact ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.

0
installs
▌
Add Fundraising · carta
Adds one or more fundraising records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a fundraising", "create a fundraising", "log a fundraising round", "add fundraising to CRM", "create fundraising record", or "/add-fundraising". Collects fundraising information conversationally, then creates it via the MCP server.

0
installs
▌
Search Contacts · carta
Searches for and retrieves contact (people) records from the Carta CRM. Use this skill when the user says things like "find a contact", "search contacts", "look up a person", "show me contact details for [name]", "full details on [name]", "tell me about [name]", "get contact by ID", "list contacts", "find people at [company]", "search people", or "/search-contacts". Returns contact details including ID, name, email, title, company, and tags. The contact ID returned can be used with the update-contact skill.

0
installs
▌
Update Investor · carta
Updates an existing investor record in the Carta CRM. Use this skill when the user says things like "update an investor", "edit investor", "update investor details", "change investor name", "update investor website", "update investor fields", "add a tag to investor", or "/update-investor". Accepts an investor ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.

0
installs
▌
Search Companies · carta
Searches for and retrieves company records from the Carta CRM. Use this skill when the user says things like "find a company", "search companies", "look up a company", "show me company details for [name]", "full details on [name]", "tell me about [name]", "get company by ID", "get company by domain", "list companies", "what companies do we have", or "/search-companies". Returns company details including ID, name, and custom fields. The company ID returned can be used with the update-company skill.

0
installs
▌
Search Investors · carta
Searches for and retrieves investor records from the Carta CRM. Use this skill when the user says things like "find an investor", "search investors", "look up an investor", "show me investor details for [name]", "full details on [name]", "tell me about [name]", "get investor by ID", "list investors", "what investors do we have", or "/search-investors". Returns investor details including ID, name, and custom fields. The investor ID returned can be used with the update-investor skill.

0
installs
▌
Carta Manco · carta bundle
ManCo (management company) budgeting in Excel for Carta Fund Admin firms. TRIGGER: build/create/draft a budget, pull/import the budget, add/refresh actuals, interleave Budget/Actual/Variance, sub-account drill-down, pacing/variance analysis, "what did we spend on [X] YTD", "where did we overspend", what-if/scenario modeling (headcount, revenue shocks). ALSO fires on ANY generic management-company ask naming no specific report AND no visual surface, and shows the capability menu: "help with our ManCo", "ManCo financials", "ManCo reporting", "not sure what I need". NOT FOR: a ManCo microapp/dashboard/visual report — "build a manco microapp for [firm]", "spin up the ManCo dashboard" → carta-manco-reporting whatever the verb ("build" claims this skill only for a budget); single-FUND financials, portfolio valuations, LP reporting, cap tables, loans (carta-loan-dashboard); a NAMED consolidating statement (P&L, BS, TB, cash flow) → carta-consolidating-financial-reports or fa-manco:carta-consolidating-cash-flow.

0
installs
▌
Update Fundraising · carta
Updates an existing fundraising record in the Carta CRM. Use this skill when the user says things like "update a fundraising", "edit fundraising", "update fundraising details", "change fundraising stage", "update fundraising fields", or "/update-fundraising". Accepts a fundraising ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.

0
installs
▌
Deal Flow Analytics · carta bundle
Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most of our deals", "breakdown of deals by sector", "where is our deal flow coming from", or "/deal-flow-analytics". Defaults to a trailing-12-month window but accepts any date range or dimension the user specifies. Returns counts and concentration callouts per dimension, not a list of individual deals — use search-deals for that.

0
installs
▌
Prepare For Meeting · carta bundle
Builds a one-page tear sheet for the next upcoming meeting with a counterparty, from CRM data only. Use this skill when the user says things like "prepare me for my meeting", "meeting brief", "brief me for this meeting", "prep for upcoming meeting", "what do I need to know before my call with [company]", or "/prepare-for-meeting". Compiles the invitees and their interaction history, the organization's notes and relationship status, and related deal, investor, fundraising or company context. Briefs exactly one meeting — the next one; not an agenda view.

0
installs
▌
Search Fundraisings · carta
Searches for and retrieves fundraising records from the Carta CRM. Use this skill when the user says things like "find a fundraising", "search fundraisings", "look up a fundraising round", "show fundraising details for [name]", "full details on [name]", "get fundraising by ID", "list fundraisings", "what fundraisings do we have", or "/search-fundraisings". Returns fundraising details including ID, name, stage, and custom fields. The fundraising ID returned can be used with the update-fundraising skill.

0
installs
▌
Carta Issuance · carta bundle
Issue securities on a Carta cap table. Use when the user asks to issue certificates, stock certificates, option grants (ISO, NSO, EMI, CSOP, Unapproved, Startup Concessions, Non-Concessional, ZEPO), profits interest units (PIUs), to draft shares, grants or units, or to resume issuing from a draft set. USE WHEN the user says "issue", "grant", "draft", "award", "give equity", "give shares", "give stock", "create a certificate", "create a grant", "issue a profits interest", "issue PIUs", "grant profits interest units", "set up an option grant", "issue equity to a named person", or names any specific security type above. Also USE WHEN the user points at a spreadsheet, CSV, Carta import template, or a grant/award document as the source of the issuance ("issue the grants in this file", "here's our import template").

0
installs
▌
Carta Crm Home Build · carta bundle
Publishes the Carta CRM Home as a live artifact — a standalone page, at a stable URL, showing pipeline by stage, recent deals and contacts, object counts, latest notes and this week's meetings. The page reads the CRM itself through a read-only grant, so it refreshes whenever a viewer opens it. Use this skill when the user asks to "build crm home", "rebuild crm home", "publish my crm home", "pin my crm home", "deploy crm home", or asks for a CRM Home page they can bookmark. For a fund firm's Carta Home (SOI, fund performance, LP reporting) use carta-investors' carta-home-build; for a company's cap table use carta-cap-table's carta-captable-home-build. To see the Home inside this conversation rather than publish it, use the `home` skill.

0
installs
▌
Carta Reporting · carta bundle
Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights & preferences. Also handles any request starting with "Generate Carta Excel —" (the artifact prompt bar payload). Defers to specialized skills for: waterfall exits, SAFE/note conversion math, voting rights, issuance, modifying issuables, per-stakeholder vesting detail (use carta-grant-vesting for "How much has [name] vested?"), round history lookup (use carta-round-history for "What was our Series B round?"), and SAFE/convertible conversion math. Not for cross-portfolio data.

0
installs
▌
Carta Spa Audit · carta bundle
SPA coverage audit across your portfolio — categorizes every equity investment as missing, unexecuted, executed, or not needed. Use when asked about SPA coverage, missing SPAs, unexecuted SPAs, or document completeness.

0
installs
▌
Carta Home Build · carta bundle
Builds or rebuilds the Carta Home live artifact — a Cowork dashboard home page that works for any Carta firm. Shows a live Schedule of Investments, Fund Performance benchmarks, P&L (from STATEMENT_OF_OPS), Balance Sheet (from MONTHLY_NAV_CALCULATIONS), LP Reporting, Portfolio Valuations (top holdings by MOIC), ManCo expense actuals by category, Form ADV regulatory AUM, and a Skill Directory with one-click copyable prompts. The artifact auto-detects the active firm from the Carta MCP context — no hardcoded firm name needed. Use this skill whenever the user asks to "build the carta home artifact", "rebuild carta home", "set up the carta home page", "deploy carta home", or "restore the carta home dashboard". For a company's cap table use carta-cap-table's carta-captable-home-build; for a CRM home of pipeline, deals and contacts use carta-crm's carta-crm-home-build.

0
installs
▌
Carta Hmrc Limits · carta
Report a UK company's HMRC EMI/CSOP limit usage. Use when asked how much EMI allowance is left, whether the company is near the £6m EMI limit, who is close to or over their £250k individual limit, CSOP headroom, or whether a planned grant fits.

0
installs
▌
Carta Co Investors · carta bundle
Interactive co-investor report from Carta SPA data with clickable portfolio drill-downs. Use for co-investor analysis or asking who invested in a specific portfolio company. Trigger phrases: "co-investors", "coinvestors", "who are my co-investors", "who else invested", "co-investors by stage/round", "co-investors on Aumni". Use instead: carta-explore-data for general fund/investment/portfolio data — this skill is specifically for co-investor ("who else invested alongside us") analysis.

0
installs
▌
Carta Explore Data · carta bundle
PRIMARY and DEFAULT skill for ALL Carta investors data queries — use before any other skill for Carta Web / Fund Admin data. Carta Web / Fund Admin investors data queries against the data warehouse. For investments, portfolio companies, fund data, fund metrics, NAV, TVPI, DPI, IRR, cash flows, balance sheets, cap tables, ownership %, shareholders, 409a valuations, FMV, MOIC, fund holdings, financing rounds, convertible notes, SAFEs. Prefer over carta-soi for data queries (Cowork persistent artifacts); over carta-portfolio-valuations for read-only valuation/MOIC/investment data (that skill runs/updates valuation projects); over carta-lp-dashboard unless asked by name; over carta-consolidating-financial-reports for single-fund balance sheets. Use instead: carta-co-investors for co-investor / "who else invested" analysis; carta-waterfall-modeling for exit-waterfall / "who gets paid if X exits" modeling; carta-manco for ManCo budgeting, actuals, pacing, sub-account drill-downs, or budget/actuals breakdowns.

0
installs
▌
Carta Grant Vesting · carta
Fetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for [name]", cliff dates, settlement, or unvested shares. NOT for portfolio-level / all-employees aggregate vesting.

0
installs
▌
Carta Round History · carta
Financing round history for a company — each priced round with its date, share class issued, price per share, total cash raised, and the investors who participated. Covers what was raised and from whom across the company's funding history.

0
installs
▌
Carta Fund Modeling · carta bundle
Spin up an interactive local web console for FIRM-LEVEL scenario modeling over Carta Fund Admin data — a React app to reprice portfolio companies and model exits ACROSS MULTIPLE COMPANIES, with five tabs: Overview (fund-family rollup, investment pacing, concentration), Companies (per-company repricing + LP make-whole waterfall + carry banking, plus an exit plan of dated partial sales, each at its own price — secondary proceeds off the table before the exit), Exit & IRR (exit scenarios, XIRR, GP & LP returns, plus a per-fund DPI/RVPI/TVPI glidepath in the LP Returns view), Reserves (per-fund dry-powder planning), and Cohort Standing (peer-cohort + S&P-equivalent benchmarking). Scenarios persist locally. Invoke with a firm name, e.g. "fund modeling for Demo Capital" or "model portfolio scenarios for a firm". Fund Admin only. NOT Tactyc/Fund Forecasting — use carta-fund-forecasting for Tactyc funds. NOT for single-exit waterfalls on one company. NOT read-only fund data queries — use carta-explore-data.

0
installs
▌
Carta Workhub Build · carta bundle
Builds or rebuilds the Carta Workhub live artifact — a standalone Cowork view of the work a firm has sent its Carta fund admin team. Shows a request composer over a queue grouped into Tasks to complete (waiting on you), In progress (Carta is working), and a collapsed Completed, with a thread view for each request. The artifact auto-detects the active firm from the Carta MCP context — no hardcoded firm name needed. Use this skill whenever the user asks to "build the carta workhub artifact", "rebuild carta workhub", "set up carta workhub", "deploy carta workhub", "show my Carta workhub", "rebuild carta tasks", "show my Carta task board", or "pin my Carta requests".

0
installs
▌
Carta Reporting Excel · carta bundle
Internal subskill for carta-reporting. Exports Carta report data to a branded Excel file. Invoked by carta-reporting or carta-reporting-markdown when the user requests Excel output. Also the entry point when the main skill receives a message starting with "Generate Carta Excel —" (the artifact prompt bar payload).

0
installs
▌
Carta Manco Reporting · carta bundle
Visual ManCo (management company) reporting dashboard/microapp — React SPA on Carta Fund Admin data. TRIGGER: any ManCo dashboard/microapp/report/financials ask under ANY verb (spin up, open, launch, build, create, run) — P&L drill-down, expenses, Budget vs Actuals, Management Fee Income by Fund, income-vs-expenses charts, journal-entry detail. DISAMBIGUATION: "build" means render this dashboard, not draft a budget, so a microapp/dashboard ask ALWAYS routes here, firm named or not; a generic ManCo ask naming a firm routes here; firm-absent with no visual surface → carta-manco. NOT FOR: budgets/actuals (→ carta-manco); consolidating statements (→ carta-consolidating-financial-reports); scaffolding a NEW microapp skill from scratch (a developer tool, not this dashboard).

0
installs
▌
Carta Compensation App · carta bundle
Serves a live, clickable CTC console — builds one corporation's Carta Total Compensation data into a React app on localhost, where you filter by job area, compare peer groups and explore the scorecard yourself. CLAUDE CODE ONLY; it serves a local web app. Use it when the ask is to run an app, launch a console, or explore the data live, rather than to be told a figure. Invoke with a corporation name or id, e.g. "launch a comp dashboard for Acme". Its Benchmarks and Scorecard tabs are surfaces inside the app, not separately routable. Route by deliverable, not subject — an answer, CSV or figure to quote belongs to a sibling even when the wording overlaps: use carta-compensation-benchmarks for a role's market rate, and carta-compensation-scorecard for roster positioning, compa-ratios or who is below market. So "what are our comp benchmarks" is a sibling even though it names them, while "open our comp benchmarks so I can filter them" is this skill. NOT for a single role lookup. READ-ONLY.

0
installs
▌
Carta Portfolio Alerts · carta
Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.

0
installs
▌
Carta Agm Deck Builder · carta bundle
End-to-end AGM deck generator. Extracts a firm's brand identity from their website, pulls live fund data from the Carta MCP (NAV, TVPI, portfolio, capital activity, benchmarks, fees, balance sheet, LP base), generates a branded HTML presentation with built-in slide navigation, and applies the "Powered by Carta" badge to every slide. Supports an optional past-deck reference for style matching. Trigger phrases: "AGM deck", "generate AGM deck", "create AGM presentation", "build AGM slides", "annual general meeting deck", "investor meeting deck", "LP meeting deck", "fund presentation", "branded fund deck", "build an AGM deck".

0
installs
▌
Carta Brand Extraction · carta bundle
Generates a brand board from a firm's website URL and optional user-provided assets. Analyzes the website to extract theme colors, typography, logos, and imagery, then produces a polished brand board as an HTML artifact, PDF, slide deck, or React component. Trigger phrases: "build a brand board", "create a brand board", "generate a brand board", "extract brand identity", "brand board from website", "visual identity from URL", "brand guidelines from site", "analyze brand from website", "brand audit".

0
installs
▌
Carta Fund Forecasting · carta bundle
Fund Forecasting (Tactyc) read-only analytics — fund performance and per-investment metrics for funds IN FUND FORECASTING (Tactyc) ONLY. A SEPARATE domain from Carta Web / Fund Admin, with its own funds and data — use carta-explore-data for those (data-warehouse, cap-table, accounting) queries. Metrics: TVPI, DPI, RVPI, gross/net IRR, MOIC, NAV, unrealized FMV, realized proceeds, committed/contributed/called capital, planned reserves, management fees & expenses, waterfall tiers and net proceeds to LP/GP, and per-company MOIC/IRR/FMV/ownership %/holding period/round events. Also route here for the Fund Forecasting app URL (fund-forecasting.app.carta.com) or 'Tactyc'. If the user hasn't said which system the fund is in, ask first — don't assume Fund Forecasting. Reports existing data only — no scenarios, no build/edit. NOT the interactive 'fund modeling' micro-app / firm-level scenario console (reprice companies, exit & IRR scenarios, reserves planning) — use carta-fund-modeling (Fund Admin data, not Tactyc).

0
installs
▌
Carta Discover Commands · carta
META-DISCOVERY ONLY — answers the question "what cap-table tools or commands exist?" when the user is lost about what's available. NEVER use this skill for any request that names a cap-table topic (stakeholders, grants, vesting, SAFEs, notes, valuations, ownership, waterfall, financing, exposure, etc.) — those are always direct data requests, even if the user phrases them vaguely. The matching specialist skill wins every time over this one.

0
installs
▌
Carta Market Benchmarks · carta
Computed statistics across portfolio companies — median, average, typical, range — used as market benchmarks. Returns aggregate numbers and percentiles, not raw per-company listings.

0
installs
▌
Carta Valuation History · carta
Fetch a company's valuation history and current fair market value (FMV) — 409A, EMI, CSOP or share price. Use for questions about valuations, FMV, exercise prices, or expiry. Not for cross-portfolio comparisons — prefer a portfolio-benchmarks skill.

0
installs
▌
Carta Reporting Markdown · carta
Internal subskill for carta-reporting. Drives the full Claude Code interaction: schema preview, customization checkpoint, transform config (filtering, sorting, formulas, aggregations), output preview, and hand-off to carta-reporting-excel. Invoked by carta-reporting (Claude Code path) after the preview file lands. Not for direct user invocation.

0
installs
▌
Carta Witness Signatures · carta
Status of witness and spousal-consent signature requests on option grants, RSAs, PIUs — who still needs to sign, and what's awaiting signature, signed, or expired. Covers one award, one company, or a whole portfolio. Read-only.

0
installs
▌
Carta Compliance Routing · carta bundle
Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how much AUM to report", "pull our Form ADV data", /carta-compliance-routing. NOT FOR: 409A valuations, cap table ownership, LP reporting, fund financials, performance benchmarks, SPA document views, SPA coverage audits.

0
installs
▌
Carta Download Tearsheet · carta
Download tear sheets for your portfolio companies and funds on Carta. For tear sheet requests, use carta-lp-reporting-routing instead.

0
installs
▌
Carta Waterfall Scenarios · carta
Exit, sale, acquisition, and liquidation payouts for a company — answers how much money each holder walks away with at a given sale price, return multiples on holdings, and how proceeds distribute across share classes. Computes dollar amounts at modeled valuations, not abstract rights.

0
installs
▌
Carta Fund Admin Requests · carta
Send work to your Carta Fund Admin team and track it. Opens a request the team reads, acts on, and replies to — the off-ramp for anything no other Carta skill or command can do. TRIGGER: "ask Carta to", "have Carta do", "send this to my fund admin", "ask my fund admin team", "can Carta do this for me", "check on my request", "did Carta reply", "what requests do I have open", "reply to Carta", "follow up on my request", plus ANY action request (create/change/send/restate/reconcile/split/fix) that no other skill or Carta command covers. NOT FOR: reporting a bug or feature request about this plugin (call fa:create:feedback directly); questions answerable from Carta data (use carta-explore-data); capital call reminders to LPs (that is a Carta command, not a Fund Admin request).

0
installs
▌
Carta Conversion Calculator · carta
Calculate SAFE and convertible note conversion into equity at a financing close. Use when asked about SAFE conversion, note conversion, conversion shares, conversion math, how instruments convert in a priced round, or what happens to outstanding SAFEs and notes when a new round closes. Do NOT use for exit/sale/acquisition payouts at a sale price — those are waterfall scenarios, prefer a waterfall-scenarios skill.

0
installs
▌
Carta Interaction Reference · carta
Carta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response. Load ONCE per conversation, before the first such response (ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, option pools, or any other topic). If already loaded earlier in this conversation, do NOT reload — the prior tool_result remains in your context. Load alongside the domain skill (e.g. carta-reporting), not instead of it.

0
installs
▌
Carta Compensation Scorecard · carta
Carta Total Compensation scorecard — shows how a corporation's employees compare to market. Two lenses: corporation-level rollup (band distribution — what % of employees are below / at / above market) and per-employee scorecard (each employee's compa-ratio + percentile + market band). Triggered by queries like: "scorecard", "how is our comp positioned", "who's below market", "which employees are below P50", "show me the roster", "are we paying market", "comp posture", "employee compa-ratios", "is [employee] underpaid", "pay adjustment analysis", "our internal pay bands vs benchmarks", "score these employees". Operates on the corporation's already-ingested CTC roster (HRIS-synced employees). Do NOT use for market-rate lookups for a role (use carta-compensation-benchmarks). Do NOT use for job classification (use carta-compensation-rolematcher). Do NOT use for fund performance scorecards or portfolio-level metrics.

0
installs
▌
Carta Compensation Benchmarks · carta bundle
Retrieves Carta Total Compensation market benchmarks (salary, equity, total cash) for a role. Output to chat or CSV. Market benchmarks are triggered by queries like: "sales benchmarks", "comp benchmarks", "market rate", "what does a [role] pay", "put benchmarks in a CSV", "get benchmarks", "get carta's market benchmarks", "show me benchmarks for [role]", "compensation ranges for [role]", "p25/p50/p75 for [role]". Do NOT use for job classification or role mapping — use carta-compensation-rolematcher for that. Do NOT use for "how is OUR company positioned vs market", "who at our company is below market", or "our internal pay bands vs benchmarks" — those are roster-level positioning, use carta-compensation-scorecard. Do NOT use for fund performance benchmarks (use carta-performance-benchmarks) or portfolio structural metrics like SAFE terms and option pool sizes (use carta-market-benchmarks).

0
installs
▌
Carta Compensation Rolematcher · carta
Classify a job title or description into the CTC taxonomy (job area, focus, level, track). Use when the user wants to know how a role is categorized or mapped to the taxonomy structure — not to fetch salary, equity, or benchmark numbers. Do NOT use when the user is asking for "market rates", "benchmark data", "compensation ranges", "what does X pay", or "show me benchmarks" — use carta-compensation-benchmarks for that. Do NOT use when the user is asking how their own company compares to market — e.g. "our internal pay bands vs Carta benchmarks", "compare our pay bands against the 25th/50th/75th percentile", "who at our company is below market" — that's roster-level positioning, use carta-compensation-scorecard. Do NOT use for general career advice or job search queries unrelated to compensation benchmarking.

0
installs
▌
Carta Cap Table Issuance Config · carta bundle
Internal config panel sub-skill for carta-issuance. Renders a pre-flight configuration panel with one full key-value block per stakeholder — name, email, stakeholder type, relationship, quantity, and the whole type-specific field set (option type / exercise price / vesting / documents for option grants, or share class / price per share / legend / Rule 144 for certificates, plus issue date and board approval) — so a single batch can carry genuinely different terms per person. Not invocable directly — dispatched by carta-issuance Phase 0.5.

0
installs
▌
Carta Cap Table Issuance Import · carta bundle
Internal file-ingest sub-skill for carta-issuance. Turns an uploaded spreadsheet (.xlsx/.xlsm/.csv/.tsv) or document (.pdf/.docx) into the `knowns.rows` the config panel already consumes, for certificates, option grants and profits interest units. Not invocable directly — dispatched by carta-issuance Phase 0.25.

0
installs
▌
Carta Cap Table Issuance Review · carta bundle
Internal artifact sub-skill for carta-issuance. Renders a read-only HTML review summary for option-grant AND certificate issuance batches — stat tiles plus one confirmation row per stakeholder. Not invocable directly — dispatched by carta-issuance Phase 2 via artifact-manager:render-panel.

0
installs
▌
Carta Interaction Reference Core · carta
The non-negotiable half of Carta's AI agent interaction rules — financial precision, data provenance, the AI-computation gate, how to confirm, and trust & safety. Loaded ONCE per conversation, before any response that presents or writes Carta financial data. Sufficient on its own for write flows; a flow that also shapes voice and tone loads carta-interaction-reference, the superset, instead.

0
installs
▌
Carta Portfolio Analytics Routing · carta bundle
Routes to Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. Trigger on any of: "SOI", "schedule of investments", "fund holdings", "what is the fund invested in", "portfolio breakdown", "co-investor", "coinvestor", "who co-invested", "who else invested", "co-investors by stage", "performance benchmark", "peer comparison", "fund percentile", "IRR vs peers", "TVPI benchmark", "how does my fund stack up", /carta-portfolio-analytics-routing. NOT FOR: portfolio valuations/marks, LP documents, K-1, SPA audit, Form ADV, cap table, 409A, comparable company selection, loan dashboard.

0
installs
▌
Carta Consolidating Financial Reports · carta bundle
Builds multi-entity consolidating financial reports in Excel: consolidating P&L (income statement), balance sheet, and trial balance — individually or all three together. Resolves the firm, the entities to include, the reporting period, and the target workbook, then builds the chosen report(s). TRIGGER on "consolidating financial reports", "consolidating P&L", "firm-wide income statement", "P&L for all entities", "P&L by tag", "P&L by department", "consolidating balance sheet", "BS by entity", "balance sheet of all entities", "consolidating trial balance", "TB by entity", "all three consolidating reports", "the full financial package". ALSO fires on a generic ask with no report named — "consolidating financials", "firm-wide financial statements" — and shows the report menu. NOT FOR: single-fund/entity financials, ManCo budgets/actuals/pacing/what-if (carta-manco), consolidating cash flow (carta-manco), SOI, co-investors, Form ADV, LP reporting, cap tables, Fund Admin requests (carta-fund-admin-requests).

0
installs
▌
Home · carta
Renders the Carta CRM Home: a landing view with pipeline by stage, recent contacts, deals, object counts, latest notes, this week's meetings, and a directory of the prompts the plugin supports. Use this skill when the user says things like "carta crm home", "show my crm home", "my crm dashboard", "what's in my pipeline today", "crm landing page", or "/home". It is also the skill that decides whether the Home belongs in the conversation or on a published page, so start here even when the user may want a page. Read-only. Do NOT use it to look up a specific record — name the record instead and Claude picks the right search skill. For a fund firm's Carta Home use carta-investors' carta-home-build; for a company's cap table use carta-cap-table's carta-captable-home-build.

0
installs
▌
Add Deal · carta
Creates one or more deal records in the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a deal", "create a deal", "log a deal", "add deal to CRM", "add deal to Carta CRM", or "/add-deal". Collects deal information conversationally, then creates it via the MCP server.

0
installs
▌
Add Note · carta
Adds a note to a deal in the Carta CRM via the Carta CRM MCP Server; notes are stored as comments on the deal record. Use this skill when the user says things like "add a note", "log a note", "add note to a deal", "add note to Carta CRM", "add a comment", "comment on a deal", or "/add-note".

0
installs
▌
Tutorial · carta
Interactive ~5-minute walkthrough of the Carta CRM plugin. Covers plugin overview, setup verification, how to kick off each skill, and a demo walkthrough of 4 realistic CRM scenarios. Trigger phrases: "carta crm tutorial", "show me the crm tutorial", "how do I use carta crm", "walk me through carta crm", "getting started with crm", "demo carta crm", "crm tutorial". Do NOT use for real data lookups (searching, adding, or updating CRM records) — just describe what you need in plain language and Claude picks the right action. A returning user who asks for a landing view, a dashboard or "/home" wants the `home` skill, not this walkthrough.

0
installs
▌
Get Angles · carta bundle
Finds the best warm introduction path into a target company through the user's network, and then sets the introduction up. Use this skill when the user says things like "find intro angles into [company]", "how can I get introduced to [company]", "who do I know at [company]", "warm intro to [company]", "find connections at [company]", "how do I reach [company]", or "/get-angles". Input: a company name or domain. Output: a ranked route map, a drafted intro request, and the follow-through actions.

0
installs
▌
Add Company · carta
Adds one or more company records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a company", "create company record", "add company to CRM", "add company to Carta CRM", or "/add-company". Collects company information conversationally, then creates it via the MCP server.

0
installs
▌
Add Contact · carta
Adds one or more contact records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a contact", "create a contact record", "add contact to CRM", "save a contact", "upload contact to Carta CRM", or "/add-contact". Collects contact information conversationally, then creates it via the MCP server. Only name is required — all other fields are optional.

0
installs
▌
Update Deal · carta
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.

0
installs
▌
Update Note · carta
Searches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP — notes/comments are attached to deals and updated via the update-deal skill.

0
installs
▌
Add Investor · carta
Adds one or more investor records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add an investor", "/add-investor", "add investor to Carta CRM", "create investor record", "add this VC fund to the CRM", or "save investor data". Collects investor information conversationally, then creates it via the MCP server.

0
installs
▌
Search Deals · carta
Searches for and retrieves deal records from the Carta CRM. Use this skill when the user says things like "find a deal", "search deals", "look up a deal", "show me deals for [company]", "get deal by ID", "find deal in [stage]", "list deals", "what deals do we have for [company]", or "/search-deals". Returns deal details including ID, company, stage, pipeline, tags, and custom fields. The deal ID returned can be used with the update-deal skill.

0
installs
▌
Search Notes · carta
Searches for and retrieves note records from the Carta CRM. Use this skill when the user says things like "find a note", "search notes", "look up a note", "show me notes about [topic]", "list notes", "find notes mentioning [keyword]", or "/search-notes". Returns note details including ID, title, and text content.

0
installs
▌
Enrich Company · carta
Researches a company by fetching its website and returning structured profile data. Use this skill when the user says things like "enrich this company", "look up company info", "research this company", "what does [domain] do", "get company details for [url]", "find info on [company]", or "/enrich-company". Input: target (domain name or website URL). Output: structured JSON with name, industry, tags, description, and website. Saves the result locally at ~/.carta-crm/enriched-companies/ for auditing.

0
installs

65 published skills