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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.

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carta/plugins

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