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carta-budget-analysis

Skill

Analyze pacing and variance: compare YTD actuals against a budget workbook (read-only analysis, pulls actuals from Carta MCP). TRIGGER: "how are we doing", pacing, on-track, variance analysis, compare budget vs actuals. NOT: writing/refreshing actuals columns into the workbook (carta-fetch-actuals),

0Writing

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-budget-analysis

What is carta-budget-analysis?

Analyze pacing and variance: compare YTD actuals against a budget workbook (read-only analysis, pulls actuals from Carta MCP). TRIGGER: "how are we doing", pacing, on-track, variance analysis, compare budget vs actuals. NOT: writing/refreshing actuals columns into the workbook (carta-fetch-actuals), new budgets (carta-create-budget), fetch-budget, scenarios, consolidating P&L / balance sheet.

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

~99 tokens of context used while enabled, before you invoke anything

All declared tools (16)
AskUserQuestionBashReadWritemcp__carta__call_toolmcp__carta__list_contextsmcp__carta__set_contextmcp__carta__welcomemcp__carta_production__call_toolmcp__carta_production__list_contextsmcp__carta_production__set_contextmcp__carta_production__welcomemcp__claude_ai_Carta__call_toolmcp__claude_ai_Carta__list_contextsmcp__claude_ai_Carta__set_contextmcp__claude_ai_Carta__welcome

Documentation

README · ~17 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.

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Budget vs actuals

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