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carta-portfolio-alerts

Skill

Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.

0Finance

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-portfolio-alerts

What is carta-portfolio-alerts?

Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.

What this can do

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

~60 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 · ~5 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:*`).

Portfolio Alerts

Scan multiple companies for red flags and compute severity classifications (critical / warning / info).

Prerequisites

No inputs required — this skill loops the full portfolio. Call list_accounts to get all corporation_pk accounts automatically.

Data Retrieval

Portfolio Enumeration

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