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carta-fetch-actuals

Skill

Write actuals into an existing Excel budget workbook from Carta MCP — add/interleave Budget/Actual/Variance columns, a tag-view tab, or a vendor-view tab. TRIGGER: pull/fetch/get/retrieve/refresh/sync/add actuals for [firm/ManCo], interleave Budget/Actual/Variance, actuals by department/cost center/

0Finance

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-fetch-actuals

What is carta-fetch-actuals?

Write actuals into an existing Excel budget workbook from Carta MCP — add/interleave Budget/Actual/Variance columns, a tag-view tab, or a vendor-view tab. TRIGGER: pull/fetch/get/retrieve/refresh/sync/add actuals for [firm/ManCo], interleave Budget/Actual/Variance, actuals by department/cost center/tag/vendor, add next month/period column, extend budget through [month], broken down by vendor, vendor summary/spend over time/vendors across [period]. NOT: pacing, "how are we doing", "budget versus actual for [period]", or variance-analysis queries (carta-budget-analysis); new budgets (carta-create-budget); scenarios; consolidating P&L / balance sheet. NOT: pulling a stored ManCo budget from Carta (carta-fetch-budget) — this skill writes actuals into an existing workbook, not the budget itself.

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

~200 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 · ~41 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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