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carta-reporting-excel

Skill

Internal subskill for carta-reporting. Exports Carta report data to a branded Excel file. Invoked by carta-reporting or carta-reporting-markdown when the user requests Excel output. Also the entry point when the main skill receives a message starting with "Generate Carta Excel —" (the artifact promp

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Install

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

What is carta-reporting-excel?

Internal subskill for carta-reporting. Exports Carta report data to a branded Excel file. Invoked by carta-reporting or carta-reporting-markdown when the user requests Excel output. Also the entry point when the main skill receives a message starting with "Generate Carta Excel —" (the artifact prompt bar payload).

What this can do

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

Run shell commands

Declares Bash

~79 tokens of context used while enabled, before you invoke anything

All declared tools (2)
Bashmcp__carta__call_tool

Documentation

README · ~4 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:*`).

Excel Export

Context expected from the calling skill (must be in session before this skill is invoked):

  • user_report_pk — needed to check for the cached report file and to fetch a fresh download URL if the file is absent
  • corporation_id — needed for call_tool({"name": "reporting__get__download_url", ...})
  • Column config — either parsed from the artifact prompt bar payload (Claude Desktop) or confirmed during the Customization Checkpoint in carta-reporting-markdown (Claude Code)
  • Corporation legal name, as_of_date, user full name — used as --title, --as-of-date, --generated-by args to excel_exporter.py

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