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carta-agm-deck-builder

Skill

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 "Power

0Testing

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-agm-deck-builder

What is carta-agm-deck-builder?

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".

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Run shell commands

Declares Bash

Create and modify files

Declares Write or Edit

Access the network

Declares WebFetch or WebSearch

~158 tokens of context used while enabled, before you invoke anything

All declared tools (15)
AgentBashEditReadWebFetchWritemcp__carta__skill_checkpointmcp__claude_ai_carta__call_toolmcp__claude_ai_carta__list_accountsmcp__claude_ai_carta__list_contextsmcp__claude_ai_carta__search_toolsmcp__claude_ai_carta__set_contextmcp__claude_ai_carta__skill_checkpointmcp__claude_ai_carta__welcomemcp__cowork__present_files

Documentation

README · ~27 min read
`_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.

AGM Deck Builder

Overview

This skill is the single entry point for building AGM (Annual General Meeting) decks. It orchestrates three bundled capabilities:

  1. Carta MCP (preferred) — fetches live fund performance data (NAV, TVPI, DPI, IRR, portfolio companies, capital activity, benchmarks, fees, balance sheet, LP base) from the FUND_ADMIN data warehouse. If not connected, falls back to manual user input.
  2. Brand extraction (bundled) — extracts the firm's visual identity from their website using analyze_website.py and generates the multi-slide deck themed to that identity. Checks for a previously saved brand board first via the Carta MCP (fa:get:brand_board) with CLI fallback (carta fa get brand-board), and saves new extractions back for future reuse.
  3. Carta badge (bundled) — auto-injects the "Powered by Carta" lockup on every slide via the bundled carta-mark.js script.

All three capabilities are built into this plugin. No additional plugins need to be installed.

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