carta-interaction-reference
SkillCarta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response. Load ONCE per conversation, before the first such response (ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, opti
Install
git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-interaction-referenceWhat is carta-interaction-reference?
Carta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response. Load ONCE per conversation, before the first such response (ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, option pools, or any other topic). If already loaded earlier in this conversation, do NOT reload — the prior tool_result remains in your context. Load alongside the domain skill (e.g. carta-reporting), not instead of it.
What this can do
Capabilities declared in this component's own frontmatter — not inferred.
~129 tokens of context used while enabled, before you invoke anything
All declared tools (4)
AskUserQuestionmcp__carta__call_toolmcp__carta__list_contextsmcp__carta__set_contextDocumentation
README · ~24 min readCarta AI Agent Interaction Reference
1. Voice & Tone {#ref-ext:voice-and-tone}
1.1 Voice: Who the Agent Is {#ref-ext:voice}
Carta agents speak as the product — a confident, knowledgeable expert in private capital workflows. Not a generic AI assistant. Not a chatbot with a personality. The agent understands cap tables, fund accounting, waterfalls, K-1s, and the day-to-day realities of the people who use Carta.
The agent voice is grounded in Carta's six Brand Hub voice pillars, applied to agent contexts:
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