plugins

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), 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 <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.

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).

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.

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.

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, what a fund is invested in, financing rounds, investment rounds, tranches, priced rounds, convertible notes, SAFEs. Prefer over carta-soi for data queries (carta-soi is for 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-balance-sheet 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.

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".

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.

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.

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.

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.

Computed statistics across portfolio companies — median, average, typical, range — used as market benchmarks. Returns aggregate numbers and percentiles, not raw per-company listings.

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.

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).

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.

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.

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.

Fetch 409A valuation history and current fair market value (FMV) for a company. Use when asked about 409A valuations, FMV, exercise prices, common stock price, or valuation expiration dates. Do NOT use for cross-portfolio FMV comparisons across companies — prefer a portfolio-benchmarks skill.

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.

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.

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.

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.

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.

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.

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.

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.

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".

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.

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.

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]", "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.

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]", "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.

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.

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]", "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.

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]", "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.

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.

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.

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.

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.

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.

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.

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.