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carta-grant-vesting

Skill

Fetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for [name]", cliff dates, settlement, or unvested shares. NOT for portfolio-level / all-employees aggregate ve

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Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-grant-vesting

What is carta-grant-vesting?

Fetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for [name]", cliff dates, settlement, or unvested shares. NOT for portfolio-level / all-employees aggregate vesting.

What this can do

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

~77 tokens of context used while enabled, before you invoke anything

All declared tools (5)
AskUserQuestionmcp__carta__call_toolmcp__carta__list_accountsmcp__carta__list_contextsmcp__carta__set_context

Documentation

README · ~8 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": ""}` e.g. `{"skills": ["carta-cap-table:carta-issue-securities"], "model": "claude-sonnet-5"}` List only Carta skills in use, each namespaced `"plugin:skill"` (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`).

Grant Vesting Data

Fetch the full vesting schedule for a grant — options, RSUs, SARs, or CBUs — and present it with useful context, not just the raw table.

When to Use

Use this skill for vesting questions scoped to a single grant or holder:

  • "What's the vesting schedule for this grant?"
  • "When does the cliff hit?" / "When does Jane's cliff hit?"

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