plugins

The non-negotiable half of Carta's AI agent interaction rules — financial precision, data provenance, the AI-computation gate, how to confirm, and trust & safety. Loaded ONCE per conversation, before any response that presents or writes Carta financial data. Sufficient on its own for write flows; a flow that also shapes voice and tone loads carta-interaction-reference, the superset, instead.

Issue securities on a Carta cap table. Use when the user asks to issue certificates, stock certificates, option grants (ISO, NSO, EMI, CSOP, Unapproved, Startup Concessions, Non-Concessional, ZEPO), profits interest units (PIUs), to draft shares, grants or units, or to resume issuing from a draft set. USE WHEN the user says "issue", "grant", "draft", "award", "give equity", "give shares", "give stock", "create a certificate", "create a grant", "issue a profits interest", "issue PIUs", "grant profits interest units", "set up an option grant", "issue equity to a named person", or names any specific security type above. Also USE WHEN the user points at a spreadsheet, CSV, Carta import template, or a grant/award document as the source of the issuance ("issue the grants in this file", "here's our import template"). Also USE WHEN asked for help issuing with nothing attached ("help me issue options in Carta", "can I issue grant awards?").

Computed statistics across portfolio companies — median, average, typical, range — used as market benchmarks. Returns aggregate numbers and percentiles, not raw per-company listings.

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.

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.

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).

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.

Financing round history for a company — each priced round with its date, share class issued, price per share, total cash raised, and the investors who participated. Covers what was raised and from whom across the company's funding history.

Fetch a company's valuation history and current fair market value (FMV) — 409A, EMI, CSOP or share price. Use for questions about valuations, FMV, exercise prices, or expiry. Not for cross-portfolio comparisons — prefer a portfolio-benchmarks skill.

Exit, sale, acquisition, and liquidation payouts for a company — answers how much money each holder walks away with at a given sale price, return multiples on holdings, and how proceeds distribute across share classes. Computes dollar amounts at modeled valuations, not abstract rights.

Status of witness and spousal-consent signature requests on option grants, RSAs, PIUs — who still needs to sign, and what's awaiting signature, signed, or expired. Covers one award, one company, or a whole portfolio. Read-only.

Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most of our deals", "breakdown of deals by sector", "where is our deal flow coming from", or "/deal-flow-analytics". Defaults to a trailing-12-month window but accepts any date range or dimension the user specifies. Returns counts and concentration callouts per dimension, not a list of individual deals — use search-deals for that.

Researches a company by fetching its website and returning structured profile data. Use this skill when the user says things like "enrich this company", "look up company info", "research this company", "what does [domain] do", "get company details for [url]", "find info on [company]", or "/enrich-company". Input: target (domain name or website URL). Output: structured JSON with name, industry, tags, description, and website. Saves the result locally at ~/.carta-crm/enriched-companies/ for auditing.

Searches for and retrieves company records from the Carta CRM. Use this skill when the user says things like "find a company", "search companies", "look up a company", "show me company details for [name]", "full details on [name]", "tell me about [name]", "get company by ID", "get company by domain", "list companies", "what companies do we have", or "/search-companies". Returns company details including ID, name, and custom fields. The company ID returned can be used with the update-company skill.

Searches for and retrieves contact (people) records from the Carta CRM. Use this skill when the user says things like "find a contact", "search contacts", "look up a person", "show me contact details for [name]", "full details on [name]", "tell me about [name]", "get contact by ID", "list contacts", "find people at [company]", "search people", or "/search-contacts". Returns contact details including ID, name, email, title, company, and tags. The contact ID returned can be used with the update-contact skill.

Searches for and retrieves deal records from the Carta CRM. Use this skill when the user says things like "find a deal", "search deals", "look up a deal", "show me deals for [company]", "get deal by ID", "find deal in [stage]", "list deals", "what deals do we have for [company]", or "/search-deals". Returns deal details including ID, company, stage, pipeline, tags, and custom fields. The deal ID returned can be used with the update-deal skill.

Searches for and retrieves fundraising records from the Carta CRM. Use this skill when the user says things like "find a fundraising", "search fundraisings", "look up a fundraising round", "show fundraising details for [name]", "full details on [name]", "get fundraising by ID", "list fundraisings", "what fundraisings do we have", or "/search-fundraisings". Returns fundraising details including ID, name, stage, and custom fields. The fundraising ID returned can be used with the update-fundraising skill.

Interactive ~5-minute walkthrough of the Carta CRM plugin. Covers plugin overview, setup verification, how to kick off each skill, and a demo walkthrough of 4 realistic CRM scenarios. Trigger phrases: "carta crm tutorial", "show me the crm tutorial", "how do I use carta crm", "walk me through carta crm", "getting started with crm", "demo carta crm", "crm tutorial". Do NOT use for real data lookups (searching, adding, or updating CRM records) — just describe what you need in plain language and Claude picks the right action. A returning user who asks for a landing view, a dashboard or "/home" wants the `home` skill, not this walkthrough.