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carta-consolidating-pnl

Skill

Firm-wide consolidating P&L (Income Statement) across ALL entities of a firm for one month. Produces TWO Excel tabs: detailed P&L (Month + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view mode breaks Actuals down by ALL firm reporting-tag categories

0Finance

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-consolidating-pnl

What is carta-consolidating-pnl?

Firm-wide consolidating P&L (Income Statement) across ALL entities of a firm for one month. Produces TWO Excel tabs: detailed P&L (Month + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view mode breaks Actuals down by ALL firm reporting-tag categories side by side with a three-row nested header (period > category > tag) and per-category subtotals; Budget/Variance omitted in tag-view (Carta budgets have no tag dimension). Sourced from Carta MCP. TRIGGER on "consolidating P&L for [firm] [month]", "P&L for all entities of [firm]", "firm-wide income statement", "P&L with executive summary", "P&L by department", "P&L by tag", "income statement by cost center", "P&L by project code". DO NOT TRIGGER for single-entity P&L, balance sheet (carta-consolidating-balance-sheet), new budgets (carta-create-budget), Carta budgets (carta-fetch-budget), actuals refresh (carta-fetch-actuals), pacing (carta-budget-analysis), or what-if (carta-budget-scenarios).

What this can do

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

Read files only

Read-only tools

~251 tokens of context used while enabled, before you invoke anything

All declared tools (14)
AskUserQuestionReadmcp__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 · ~39 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.

[PATTERN carta-writing-style v0.0.2] [PATTERN etiquette v0.0.6] [PATTERN text v0.0.8] [PATTERN tables v0.0.12] [PATTERN carta-watermark v0.0.10] [PATTERN menus-and-flows v0.0.7] [PATTERN base v0.1.0]

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