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carta-reporting

Skill

Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights

0Finance

Install

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

What is carta-reporting?

Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights & preferences. Also handles any request starting with "Generate Carta Excel —" (the artifact prompt bar payload). Defers to specialized skills for: waterfall exits, SAFE/note conversion math, voting rights, issuance, modifying issuables, per-stakeholder vesting detail (use carta-grant-vesting for "How much has [name] vested?"), round history lookup (use carta-round-history for "What was our Series B round?"), and SAFE/convertible conversion math. Not for cross-portfolio data.

What this can do

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

Run shell commands

Declares Bash

~195 tokens of context used while enabled, before you invoke anything

All declared tools (10)
AgentAskUserQuestionBashSkillToolSearchmcp__carta__call_toolmcp__carta__list_accountsmcp__carta__search_toolsmcp__cowork__create_artifactmcp_registry_suggest_connectors

Documentation

README · ~24 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:*`).

Custom Reports

Pull data directly from Carta and turn it into a customized report — filtered, sorted, and formatted to your specs. No SQL, no manual exports, no copy-paste.

How it works:

  • Connects to your Carta account and searches for the right report type based on what you describe
  • Lets you customize columns, filters, sorts, formulas, and aggregations in the chat
  • Delivers results as a live interactive artifact (Claude Desktop) or a branded Excel file (Claude Code)

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