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carta-reporting-markdown

Skill

Internal subskill for carta-reporting. Drives the full Claude Code interaction: schema preview, customization checkpoint, transform config (filtering, sorting, formulas, aggregations), output preview, and hand-off to carta-reporting-excel. Invoked by carta-reporting (Claude Code path) after the prev

0Analytics

Install

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

What is carta-reporting-markdown?

Internal subskill for carta-reporting. Drives the full Claude Code interaction: schema preview, customization checkpoint, transform config (filtering, sorting, formulas, aggregations), output preview, and hand-off to carta-reporting-excel. Invoked by carta-reporting (Claude Code path) after the preview file lands. Not for direct user invocation.

What this can do

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

Run shell commands

Declares Bash

~87 tokens of context used while enabled, before you invoke anything

All declared tools (3)
AskUserQuestionBashSkill

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:*`).

Transform Configuration

Called from carta-reporting step 4d (Claude Code / MARKDOWN path). Use values resolved earlier in this session: data file path, corporation_id, user_report_pk, and _report_processor_path (the script path the parent skill resolved once — reuse it instead of re-running find).

Schema Preview

Run report_processor.py on the data file with no transforms to extract column names and types. Reuse the cached _report_processor_path; only fall back to find if it is empty:

UV_PYTHON_DOWNLOADS=never uv run "${_report_processor_path:-$(find ~ -name "report_processor.py" -path "*/carta-reporting/scripts/*" 2>/dev/null | head -1)}" <<'EOF'

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