carta-witness-signatures

name	carta-witness-signatures
description	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.
when_to_use	Use when asked whether a witness or a spouse has signed, who still needs to sign an award, which signature requests are awaiting signature or have expired, when a signing link expires, or to list witness / spousal-consent requests for a single award, a company, or across a portfolio. Phrasings like "did the witness sign", "is the spousal consent done", "which grants are waiting on a signature", or "any expired signing links".
model	inherit
allowed-tools	["mcp__carta__call_tool","mcp__carta__list_contexts","mcp__carta__set_context","mcp__carta__list_accounts","AskUserQuestion"]

`_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.

Witness & Spousal-Consent Signatures

Show the status of the extra signatures some equity awards need before they're fully in place.

Background

When someone is granted equity, the award sometimes needs a signature from a person other than the recipient before it's complete:

• Witness — an independent person who confirms they watched the recipient sign. This is a legal requirement in some markets.
• Spousal consent — the recipient's spouse signs to acknowledge the award. This applies where local marital-property rules give a spouse an interest in equity earned during the marriage.

Each one is tracked as a signature request tied to a single award. A request moves through these stages:

Stage	What it means
Awaiting details	The request exists, but the witness or spouse's name and email haven't been added yet.
Awaiting signature	Details are in and the signing link has been sent. Waiting on the witness or spouse to sign.
Signed	Done — the witness or spouse has signed.
Expired	The signing link's deadline passed before it was signed. Signing links expire about 30 days after they're sent.

These three awards can carry signature requests: option grants, RSAS (restricted stock awards), and PIUs (profits interest units).

When to Use

• "Did the witness sign Jordan's option grant?"
• "Which grants are still waiting on a signature?"
• "Is the spousal consent done for this award?"
• "Show me any expired signing links for this company."
• "List the outstanding witness signatures across my portfolio."

Prerequisites

• One company or one award → you need the company. Get it from list_accounts (companies appear as corporation_pk: entries).
• A single award → you also need its type (OPTION_GRANT, RSA, or PIU) and the award itself. The company-wide list (below) returns these, so start there if you don't already know which award you mean.
• A portfolio → you need the portfolio. Get it from list_accounts (portfolios appear as organization_pk: entries) — this is the investor or firm view across the companies they hold or manage.

If a required input is missing, ask for it with AskUserQuestion before fetching (see carta-interaction-reference §4.1).

Data Retrieval

Pick the command that matches the scope of the question.

One company — every request for a single company:

call_tool({"name": "cap_table__list__witness_signatures_for_corporation", "arguments": {"corporation_id": corporation_id}})

Optional filters: request_type (WITNESS or SPOUSAL_CONSENT), status (a list of PENDING, FILLED, SIGNED, EXPIRED), page, page_size.

One award — every request on a single award you've already identified:

call_tool({"name": "cap_table__get__witness_signatures_for_security", "arguments": {"corporation_id": corporation_id, "security_type": "OPTION_GRANT", "security_id": security_id}})

security_type is one of OPTION_GRANT, RSA, PIU.

A portfolio — requests across every company in a portfolio:

call_tool({"name": "cap_table__list__witness_signatures_for_portfolio", "arguments": {"portfolio_id": portfolio_id}})

Optional filters: request_type, status, issuer_id (narrow to one company), page, page_size.

Spousal consent in portfolio view: the portfolio list returns witness requests only, unless you narrow it to a single company with issuer_id. Spousal-consent requests appear only for a single company that has the feature turned on. If a user asks about spousal consent across a whole portfolio, narrow to one company at a time.

Default status filter: when you don't pass status, the results show the requests that usually need attention — those awaiting signature and those that have expired. To see requests still awaiting details or already signed, pass status explicitly (e.g. "status": ["SIGNED"]).

Key Fields

Each request carries:

• status: PENDING, FILLED, SIGNED, or EXPIRED — map to the friendly labels in the Background table.
• request_type: WITNESS or SPOUSAL_CONSENT.
• expires_at: the signing deadline.
• issuer_name: the company that granted the award.
• security_label: the award's reference (for example, "ES-1007").
• security_type: OPTION_GRANT, RSA, or PIU.
• witness_name, witness_email: the witness or spouse who needs to sign (blank until details are added).
• acceptance_date: when the recipient accepted the award.

Gates

Required inputs: a company (corporation_id) for the company and award commands; a portfolio (portfolio_id) for the portfolio command; plus security_type and the award for the single-award command. If missing, call AskUserQuestion before proceeding.

Presentation

Format: Table.

BLUF lead: Lead with the counts — how many are awaiting signature, signed, and expired — then the table.

4 signature requests: 2 awaiting signature, 1 signed, 1 expired.

Translate codes to plain language. Never show the raw status, type, or any internal reference. Use "Awaiting signature", "Witness" / "Spousal consent", and "Option grant" / "RSA" / "PIU". Identify each request by company, award reference, and the person's name — not by any internal number.

Sort order: Awaiting signature first, then by soonest deadline; expired next; signed last.

Date format: MMM d, yyyy (e.g. "Jan 15, 2026").

Company	Award	Type	Needs to sign	Status	Deadline
Acme	ES-1007 (Option grant)	Witness	Dana Lee	Awaiting signature	Jun 1, 2026
Acme	PIU-12 (Profits interest unit)	Spousal consent	Sam Rivera	Signed	—

For a single award, lead with the award and the count, then list its requests.

End with a next step — for example, point out which requests are closest to expiring, or note that reminders and deadline extensions are handled in Carta.

Caveats

• Read-only: this skill can't add details, send reminders, or extend deadlines — those are done in Carta.