Carta cap table

Skills (22)

• Skill carta-cap-table:issuance-import

  Internal file-ingest sub-skill for carta-issuance. Turns an uploaded spreadsheet (.xlsx/.xlsm/.csv/.tsv) or document (.pdf/.docx) into the prefilled rows every carta-issuance surface consumes, for…

  Any agent

  npx skills add carta/plugins --skill carta-cap-table:issuance-import

• Skill carta-captable-home-build

  Build or rebuild the Carta Home live artifact for one Carta cap-table company — a dashboard page published as "Carta Home - {company}".

  Any agent

  npx skills add carta/plugins --skill carta-captable-home-build

• Skill carta-compensation-app

  Serves a live, clickable CTC console — builds one corporation's Carta Total Compensation data into a React app on localhost, where you filter by job area, compare peer groups and explore the…

  Any agent

  npx skills add carta/plugins --skill carta-compensation-app

• Skill carta-compensation-benchmarks

  Retrieves Carta Total Compensation market benchmarks (salary, equity, total cash) for a role. Output to chat or CSV. Market benchmarks are triggered by queries like: "sales benchmarks", "comp…

  Any agent

  npx skills add carta/plugins --skill carta-compensation-benchmarks

• Skill carta-compensation-rolematcher

  Classify a job title or description into the CTC taxonomy (job area, focus, level, track). Use when the user wants to know how a role is categorized or mapped to the taxonomy structure — not to…

  Any agent

  npx skills add carta/plugins --skill carta-compensation-rolematcher

• Skill carta-compensation-scorecard

  Carta Total Compensation scorecard — shows how a corporation's employees compare to market. Two lenses: corporation-level rollup (band distribution — what % of employees are below / at / above market)

  Any agent

  npx skills add carta/plugins --skill carta-compensation-scorecard

• Skill carta-conversion-calculator

  Calculate SAFE and convertible note conversion into equity at a financing close. Use when asked about SAFE conversion, note conversion, conversion shares, conversion math, how instruments convert in…

  Any agent

  npx skills add carta/plugins --skill carta-conversion-calculator

• Skill carta-discover-commands

  META-DISCOVERY ONLY — answers the question "what cap-table tools or commands exist?" when the user is lost about what's available.

  Any agent

  npx skills add carta/plugins --skill carta-discover-commands

• Skill carta-grant-vesting

  Fetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for…

  Any agent

  npx skills add carta/plugins --skill carta-grant-vesting

• Skill carta-hmrc-limits

  Report a UK company's HMRC EMI/CSOP limit usage. Use when asked how much EMI allowance is left, whether the company is near the £6m EMI limit, who is close to or over their £250k individual limit…

  Any agent

  npx skills add carta/plugins --skill carta-hmrc-limits

• Skill 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…

  Any agent

  npx skills add carta/plugins --skill carta-interaction-reference

• Skill carta-interaction-reference-core

  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.

  Any agent

  npx skills add carta/plugins --skill carta-interaction-reference-core

• Skill carta-issuance

  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)…

  Any agent

  npx skills add carta/plugins --skill carta-issuance

• Skill carta-market-benchmarks

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

  Any agent

  npx skills add carta/plugins --skill carta-market-benchmarks

• Skill carta-portfolio-alerts

  Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk.

  Any agent

  npx skills add carta/plugins --skill carta-portfolio-alerts

• Skill 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.

  Any agent

  npx skills add carta/plugins --skill carta-reporting

• Skill 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.

  Any agent

  npx skills add carta/plugins --skill carta-reporting-excel

• Skill 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…

  Any agent

  npx skills add carta/plugins --skill carta-reporting-markdown

• Skill carta-round-history

  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.

  Any agent

  npx skills add carta/plugins --skill carta-round-history

• Skill carta-valuation-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.

  Any agent

  npx skills add carta/plugins --skill carta-valuation-history

• Skill carta-waterfall-scenarios

  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…

  Any agent

  npx skills add carta/plugins --skill carta-waterfall-scenarios

• Skill carta-witness-signatures

  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.

  Any agent

  npx skills add carta/plugins --skill carta-witness-signatures

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.