| 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.
