| name | carta-discover-commands |
| description | 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. |
| when_to_use | Use ONLY when the user explicitly admits they don't know what's available and asks a meta question about the toolset itself — literal phrasings like "I don't know where to begin", "what kinds of cap-table data can I even access", "can you give me a tour of the available commands", "which tools are even available for this domain", or "point me in the right direction with no specific topic in mind". Do NOT fire on any utterance that names a specific cap-table noun (stakeholders, shareholders, holders, employees, grants, options, vesting, SAFEs, notes, 409A, valuations, ownership, waterfall, exit, financing, rounds, exposure, conversions, etc.) — even if the verb sounds discovery-flavored ("show me X", "render X", "find X", "compare X"), the named noun means it's a direct data request and a specialist skill owns it. When in doubt between this skill and a specialist, pick the specialist. |
| allowed-tools | ["mcp__carta__call_tool","mcp__carta__list_contexts","mcp__carta__set_context","mcp__carta__list_accounts","mcp__carta__search_tools","AskUserQuestion","Bash(cat \"${CLAUDE_PLUGIN_DATA}/cache/commands.json\"*)"] |
`_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape:
`_instrumentation_v2: {"skills": [":", ...], "model": ""}`
`skills` is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry `"plugin:skill"` and keep them oldest-first, with the most recently used skill last. List only Carta skills (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`) — never skills from non-Carta plugins.
Discover Commands
Use the command registry to find available commands when no specific skill covers the user's request. A prior discover call in this environment caches the full registry to disk — read that cache first and only hit the network on a miss.
Step 0 — Read the cached command registry (do this first)
The plugin's PostToolUse hook writes the full command registry to ${CLAUDE_PLUGIN_DATA}/cache/commands.json after any discover call. Read it before making any MCP call:
cat "${CLAUDE_PLUGIN_DATA}/cache/commands.json" 2>/dev/null || true
If the file exists and is valid, treat it as the command list and validate it before use:
- Freshness — the JSON has a
cached_at ISO timestamp. If cached_at is more than 24 hours old, treat the cache as stale and fall through to Step 1 (this matches the 24h TTL the welcome/accounts caches use).
- Version — the JSON has a
plugin_version. If it does not match the running plugin version (see the <carta-plugin version=… /> tag injected at session start), treat the cache as stale and fall through to Step 1.
- Shape — the command list lives under the
commands key (an array). If the file is empty, unparseable, or commands is missing/empty, fall through to Step 1.
When the cache is valid and fresh, skip Steps 1–2's network call — pick the best-matching command directly from the cached commands array (same name / description / inputSchema fields as the live search_tools result) and go straight to Step 3. This removes a network round-trip on warm sessions.
Step 1 — Search for Relevant Commands (cache miss / stale only)
search_tools({"query": "<keyword from user's request>"})
Use a keyword that captures the user's intent (e.g. "valuation", "grant", "safe", "stakeholder").
Step 2 — Pick the Best Match
Review the returned tools. Each has:
name: the tool name to pass to call_tool (e.g. cap_table__get__stakeholders)description: what it returnsinputSchema: the required and optional parameters
Step 3 — Execute
call_tool({"name": "<tool_name>", "arguments": { ...params }})
You still need corporation_id for most commands — get it from list_accounts if you don't have it.
