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carta-fetch-budget

Skill

Pull a ManCo budget from Carta and write it to an Excel workbook with monthly amounts and subtotals. TRIGGER: pull/fetch/import/sync Carta budget for a ManCo. NOT: pull/fetch/get actuals (carta-fetch-actuals), new budgets (carta-create-budget), actuals refresh, pacing, scenarios, P&L, balance sheet.

0Finance

Install

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

What is carta-fetch-budget?

Pull a ManCo budget from Carta and write it to an Excel workbook with monthly amounts and subtotals. TRIGGER: pull/fetch/import/sync Carta budget for a ManCo. NOT: pull/fetch/get actuals (carta-fetch-actuals), new budgets (carta-create-budget), actuals refresh, pacing, scenarios, 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

~75 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 · ~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.

[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 base v0.1.0]

Fetch Carta budget

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