prepare-for-meeting

name	prepare-for-meeting
description	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.
allowed-tools	["mcp__carta__crm_call_tool","mcp__cowork__list_artifacts","mcp__cowork__create_artifact","mcp__cowork__update_artifact","AskUserQuestion","Bash(cp *)","Read","Edit","Write"]
version	1.0.0
model	inherit

`_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.

Overview

The user has a meeting coming up and two minutes to prepare. Produce a scannable one-page tear sheet: who is in the room, what our history with them is, what CRM objects are in play, and what to ask.

Scope is deliberately narrow: the next meeting with one counterparty. There is no agenda view and no date-range mode. If the user wants a week overview, say this skill briefs one meeting and ask which.

Voice — never narrate the machinery

The user asked to be prepared for a meeting. They did not ask how the brief is made, and naming the mechanics makes a bespoke brief read as something pre-baked.

Never mention in user-facing text: the template, placeholders, sections, filling or rendering, HTML, artifacts, file paths, tool names, or this skill. Per Carta writing style, favour domain terms over internal system names.

Progress lines are welcome, but phrase them in the user's world:

Don't say	Say
"Now let me look at the template and gather CRM data."	"Pulling your history with DataStream AI…"
"I'll fill in the sections and render the HTML."	(say nothing — just produce the brief)
"Calling get_adviser_profile…"	"Checking who covers this account…"

Lead with the meeting, not the process. No "let me…" preamble about your own steps.

Two more rules that keep this fast and honest:

• Never invent CRM data. If a field isn't in the CRM, omit it and say so in "Unknowns". A confidently wrong brief is worse than a thin one.
• Prefer crm:get_adviser_profile over hand-assembling context. One call returns the company, top contacts with interaction counts, active deals, the next scheduled interaction and recent notes. Don't rebuild that from ten calls.

Fetch plan — two waves, issued in parallel

Speed here is round trips, not the CRM: every tool call returns in roughly a quarter of a second, so what costs time is doing them one at a time. The dependency graph is only two waves deep, so issue each wave as parallel calls in a single turn.

Wave 1 — once you have a domain or an entity id, these are independent of each other:

• the entity-appropriate interactions call (below) — the meeting, plus the history timeline
• crm:get_adviser_profile — company, top contacts, deals, notes, next interaction
• crm:get_current_user — needed only for the acting user's domain

Wave 2 — only what Wave 1 left genuinely missing, again in parallel:

• crm:search_contacts for external attendees who did not appear in topContacts
• crm:get_company_angles

Never serialise these. Two waves is the target; more than three means something is being fetched that the brief cannot show.

Step 1 — Resolve the meeting

Every entity's interactions tool returns futureInteractions alongside past history. futureInteractions[0] is the next meeting — capped at one by the API, which is exactly the scope here. Take whichever handle the user gave you:

What the user gives you	Call
A deal	crm:get_deal_interactions
An investor / LP	crm:get_investor_interactions
A fundraising	crm:get_fundraising_interactions
A company	crm:get_company_interactions
A person	crm:get_contact_interactions
An email address, domain, or a vague company name	crm:list_interactions_by_domain with type: "EVENT"

Resolve a name to an ID first when the tool needs one — crm:search_deals, crm:search_investors, crm:search_fundraising, crm:search_companies, crm:search_contacts, or crm:find_company / crm:fetch_company_by_domain.

When the user is vague ("my meeting with Acme"), prefer list_interactions_by_domain: it expands domain aliases for the org, filters out private email providers, and needs no ID lookup. Keep the same call's interactions[] — that is the past-meeting history for Step 3, so you don't need a second request for it.

Each interaction is {title, type, date, sender, participants[{email, name, domain}]}. sender is the organizer. There is no end time, meeting type, or RSVP status in this payload — omit those fields rather than guessing at them.

If a Google Calendar or Microsoft 365 connector happens to be available in this session and the user named no counterparty, read the next event from it and use its external attendee domain as the handle. Treat this as opportunistic — this plugin does not provide that connector, so never depend on it.

If there is no handle at all, ask the user once who the meeting is with, using AskUserQuestion.

Attempt cap — at most 2 resolution attempts. If two attempts return no upcoming meeting, stop and tell the user plainly that the CRM shows no upcoming meeting with that counterparty. Do not: re-run the same lookup with a reworded query, switch to a different entity tool hoping for a hit, widen to a bare company-name search, or reach for WebSearch. Each of those looks like a fresh attempt and will burn the cap without adding information.

Sanity-check the date. State the meeting date in the brief. If it is more than about two weeks out, add a single line noting so — it usually means the wrong counterparty was resolved, and the user can correct you.

Step 2 — Split and resolve the attendees

Call crm:get_current_user to get the acting user and their own email domain. Classify each entry in participants[]:

• Internal — same domain as the acting user. List them compactly; they need no enrichment.
• External — everyone else. These drive the rest of the brief.

Resolve external attendees to CRM contacts with crm:search_contacts on their email address. Cap this at the 3–4 most relevant attendees — on a twenty-person invite, enrich the organizer and the senior-most names, not everyone.

Keep attendees you cannot match. They are still in the room, so they still get a row: show the email on the role line and No history for stats. Don't badge them — that the CRM has nothing on them is already obvious from the row, and a label saying so takes space without adding information.

The role line is a job title. One rule, both groups:

Who	Role line
External, in the CRM	Title, employer
External, no CRM record	their email address
Internal	the title alone

Never the firm name and never a bare domain. The group label directly above already names the firm, so repeating it there is duplication, and mmlcapital.com is not a role at all. If you have no title for an internal attendee, omit the line rather than filling it with something that looks like data.

Internal attendees have titles in the CRM like anyone else, and get_current_user does not return one — so fold them into the search_contacts pass you are already making for the externals rather than spending a separate call, and drop the line for anyone that pass doesn't resolve.

Step 3 — Gather context

Start with one call on the external domain:

crm_call_tool({ "name": "crm:get_adviser_profile", "arguments": { "domain": "<domain>" } })

That returns the company, topContacts[] with totalRelationsCount / lastInteractedAt / nextInteractionAt, totalContactCount, activeDeals, nextScheduledInteraction and recentNotes. Read it before deciding what else you need.

Top up only what came back thin, and stop at 3 enrichment calls. Ask for no more than the brief can show: the history list displays 4 entries, so limit: 6 is ample — pulling 50 costs tokens on rows nobody sees.

• crm:get_company_angles — warm paths. Nothing else returns these.
• crm:search_contacts — only for external attendees missing from topContacts.
• crm:get_contact_interactions — only when you need per-person detail topContacts lacks, and only for 1–2 people.
• crm:search_deals — required whenever the Deals block will be shown. activeDeals is not enough to render a deal card: it carries only id, stage (the raw id, e.g. due-diligence, not the label) and addedAt, and its name is the company name — so every card would repeat the counterparty's name instead of the deal's. Search filtered to the counterparty and read fields.projectName for the name, stageName for the badge, and fields.evEstimate / fields.EBITDA / fields.chequeSize for the detail line. Use activeDeals only to decide whether there are deals worth a call.

Do not call these — get_adviser_profile already returned the same data:

Redundant call	Already in the profile as
crm:list_notes_by_domain / crm:search_notes	recentNotes
crm:search_contacts for a known contact	topContacts[] with title and counts
a second lookup for the next meeting	nextScheduledInteraction

Each redundant call is a whole extra round trip — think, call, read, think — so it costs far more than the ~250ms the request itself takes.

Use count from Step 1 as the relationship-depth signal, and interactions[] as the recent-history timeline. Highlight the last interaction and anything that looks like a change since it.

Step 4 — Classify the primary context

Label the brief so the reader knows what kind of conversation this is. Pick the first that applies:

1. Whatever the user explicitly named
2. An open deal on this domain
3. An active fundraising
4. An investor / LP relationship
5. A company relationship
6. Person-only — no institutional object yet, so treat it as a first contact

Step 5 — Build the document

Do this silently. Per Voice above, never announce that you are reading a template or filling sections — that is the single most common way this skill's output starts sounding pre-baked.

Copy the file. Do not retype it. Re-emitting the document from memory drifts: the CSS comes back subtly different every run, so two briefs made an hour apart don't match, and small guards silently disappear (the .person-role ellipsis that stops long job titles overflowing is the one that goes first). Copying also costs ~2,000 fewer output tokens.

Preferred — when Bash is available (Claude Code, or any host with a filesystem):

cp "${CLAUDE_PLUGIN_ROOT}/skills/prepare-for-meeting/assets/brief-template.html" <working-path>

Then Edit that copy once per placeholder. Do not Write the finished document back in one go: that retypes the whole <style> block, which is exactly what copying avoids.

Fallback — no filesystem (Cowork artifacts, Desktop chat): Read the template and reproduce everything from <html> onward verbatim, including the entire <style> block. Do not reformat, abbreviate, tidy, or re-derive a single rule. If you find yourself composing CSS, you have already gone wrong.

Always reference the template through ${CLAUDE_PLUGIN_ROOT} — a bare relative path resolves against the user's working directory, not the plugin, and will fail.

Drop the authoring comment. The HOW TO USE block at the top of the template is instructions for you, not part of the document. Delete it from the copy — it is ~1.3KB of tokens the reader never sees. Everything from <html> onward stays.

Fill the <!-- FILL: ... --> placeholders and delete any whole section whose data you don't have, comment markers included. Each section is bounded by <!-- SECTION: name --> and <!-- /SECTION: name -->. Removing a section is how partial data degrades gracefully; leaving an empty shell looks broken.

Hard constraints on the document:

• No <script>. The brief is a snapshot, not a live dashboard, and the PDF renderer does not execute JavaScript — a script-driven template renders as a blank page. This is also why the template ships no JS.

• Keep the CSS inline and images to absolute https:// URLs. The document must stand alone in all three delivery paths below.

• Escape every value you interpolate. CRM field values are untrusted — a tenant's tag, dropdown option, note body or company name can contain arbitrary text. Convert & → &, < → <, > → >, " → ". Never drop a raw CRM value into an HTML attribute.

• One page — item counts AND prose length both matter. The limits below are measured against A4, but they are a ceiling on count, not a guarantee: a brief inside every limit still spills to a second page if the entries are wordy. Keep each briefing flag to a single line at ~90 characters. Cut ruthlessly — three sharp flags beat ten hedged ones.

  Section	Max
  Briefing flags	5
  People — external attendees	4
  People — internal attendees	3
  Deals	3

  Format rules the layout depends on:

  • Briefing flags are one line each — ~90 characters max. Choose the correct severity: flag-high for anything that changes how the meeting opens, flag-watch for items to monitor, flag-note for context or FYI, flag-strength for positive signals. Order: high → watch → note → strength. Delete the whole briefing section only if you have nothing at all to flag.
  • Never invent a value. Every name, figure and date on the page must come from a tool response. When a field is absent, leave it out — do not fill it from a note, a neighbouring record, or inference. Two traps that have both produced wrong briefs:
    • Deal cards come from search_deals rows only. A fund target quoted in a note is not a deal; a deal's name is fields.projectName and nothing else.
    • lastInteractedAt and nextInteractionAt are frequently null. Print Last / Next only when the field is genuinely populated. 6 interactions on its own is a complete, honest stats line.
  • People stats dates are short — 14 Jul, never 14 Jul 2026. The stats line is narrow; a year overflows it.
  • Nobody vanishes. External attendees cap at 4 and internal at 3. If the invite has more, close that group with <p class="people-more">+N more on the invite</p>. A brief whose job is telling you who is in the room must not silently omit someone who will be.
  • Header firm names come from data. The external firm name comes from the CRM entity. The acting user's firm comes from get_current_user().organization — do not hardcode it. Meeting time comes from futureInteractions[0].startDate — format as Thu 11 Jun · 14:30 (abbreviated weekday, no year, 24-hour clock).
  • Meeting time is local to the reader. startDate comes back as UTC, with a trailing Z. Convert it to the acting user's timezone before formatting; printing the raw UTC hour puts the brief an hour or more off in most of the world, which is exactly the kind of error that makes someone miss the call.
  • Avatar initials are two characters — first initial + last initial only (JD not JDR). Assign background colors from the palette in the template comment, round-robin by position. Internal attendees always get #A7AAAA.

  If you have more material than fits, drop the least decision-relevant items rather than shrinking the text or trimming the template's styling — and account for what you dropped with the .people-more line rather than letting it disappear.

• Before delivering, re-read the document for leftover template text. Any remaining placeholder — Meeting title, Date · Author, Generated date, N interactions, Attendee name — means a fill was missed, and it will render verbatim to the user. Placeholders inside FILL comments are fine; visible ones are not.

Don't restyle the template. Colours are Carta Ink semantic tokens. Typography follows the carta-magnus brand skill: Libre Caslon Text display, Plus Jakarta Sans body, IBM Plex Mono for the uppercase label layer — all three load from Google Fonts.

Two things not to "fix":

• Don't swap in SangBleu Versailles. It is Carta's primary display face but is licensed to the design team, and brand guidance is explicit that Claude-generated output uses Libre Caslon Text instead. Naming SangBleu only produces a silent fallback to a system serif.
• Don't copy the type ramp from ux-patterns/css/cap-table-artifact.css or carta-lp-dashboard. Both use Inter, which is not a Carta brand typeface.

Step 6 — Deliver it

1. An artifact — the primary render

The brief is a self-contained static HTML document, so any artifact capability renders it. Use whichever this host offers:

a. The host's native artifact capability. If you can create an HTML artifact directly — as in Claude chat and Claude Desktop — do that. This is the common case and needs no MCP tools at all. Title it Meeting Brief — <Company> — <date>.

b. The Cowork artifact MCP tools, when mcp__cowork__* are available. Prefer these when present, because they support update-in-place.

Never skip to PDF just because mcp__cowork__* is missing — check for a native artifact capability first. (carta-lp-dashboard requires the Cowork tools because it builds a live artifact calling window.cowork.callMcpTool at runtime. This brief is a static snapshot and has no such dependency, so it is far less picky about the host.)

A failed render counts as no render. If the artifact renderer errors rather than being absent — "unable to reach", "problem displaying content", a timeout, or an empty panel — treat it exactly like a missing capability: try it once, then move to the next sink. Do not re-render the same artifact hoping it sticks; the renderer being unreachable is not something a retry fixes, and a half-rendered panel with no brief behind it is the worst outcome for a user who is two minutes from a call.

A written HTML file that the host previews is a render, not a consolation. Many hosts show an inline preview of a file you create, with an open/download control. When that happens the user is looking at the brief, so don't apologise or describe it as a fallback — just point at it. Only mention a failed renderer once, in a single clause, and never twice.

Using route (b): build a stable id meeting-brief-<company-slug>-<yyyy-mm-dd> from the meeting date. Per-meeting ids mean successive briefs don't overwrite each other, while re-briefing the same meeting updates in place.

Call mcp__cowork__list_artifacts and check whether that id already exists.

• New — mcp__cowork__create_artifact with id, name (Meeting Brief — <Company> — <date>), html (the full document), and a one-line description naming the company and date.
• Exists — mcp__cowork__update_artifact with the same id, the full html, and an update_summary such as Refreshed <date>.

Do not pass mcp_tools — this artifact makes no calls at runtime.

If the mcp__cowork__* tools aren't available in this session, skip this sink silently and move on. Don't announce the absence.

2. PDF — portable fallback and shareable takeaway

Produce it whenever the artifact sink was unavailable; offer it when the artifact rendered.

crm_call_tool({
  "name": "crm:generate_pdf_from_html",
  "arguments": {
    html: "<the same document from Step 5>",
    file_name: "meeting-brief-<company>-<yyyy-mm-dd>.pdf",
    format: "A4",
    print_background: true
  }
})

Give the user the returned url and note that it expires shortly. If the call fails — the MCP connection is unavailable or the tool isn't exposed on this surface — fall through to the file sink and say PDF export wasn't available. Don't retry it.

3. File — filesystem fallback

Write the document to meeting-brief-<company>-<yyyy-mm-dd>.html and tell the user the path. This skill has no Bash, so it cannot open a browser itself.

If no sink is available

Never paste the brief into the chat as prose or markdown. The brief is a rendered one-page document; retyping it as a wall of text is not a degraded version of it, it is a different and much worse thing, and it defeats the point of the skill.

This should be rare: almost every host can render an HTML artifact, and where one can't, PDF export usually works. Before concluding you have no sink, confirm you actually checked for a native artifact capability and not only mcp__cowork__* — that mistake is what produces a prose dump on a host that could have rendered the brief perfectly well.

If a native artifact, the Cowork tools, PDF export and Write are all genuinely unavailable, stop and say so in two lines: name what you tried, and offer to answer specific questions about the meeting conversationally instead. Do not silently substitute a text dump.

Otherwise at least one sink must succeed — never fail the brief because a single delivery path is missing.

Step 7 — Close

Keep it to a couple of lines. If the artifact rendered, the user is already looking at it — don't restate its contents. Lead with the single most important thing they should walk in knowing, and offer the PDF if you haven't already produced one.