carta cap table — Agent Skill

Carta Cap Table

Claude Code plugin that gives Claude access to Carta cap table data.

How it works

This plugin provides skills that teach Claude how to use the Carta MCP server effectively — querying cap tables, modeling rounds, detecting portfolio alerts, and more. The MCP server itself lives in the carta-mcp repo.

OAuth uses a two-leg redirect flow:

1. Claude opens a browser to the MCP server's /authorize endpoint
2. User logs in via Carta's login page
3. Carta redirects back with an auth code, which is exchanged for an access token
4. Claude sends the token as a bearer token on every MCP tool call

Installation

Install from the marketplace via /plugin, or use the install script in `cap-table-scaffold`.

After installing, restart Claude Code and run /mcp to complete OAuth authentication.

Try it out

• "What Carta cap table data do I have access to?"
• "Show me the ownership breakdown for [company]"
• "Who are the stakeholders in [company]?"
• "What SAFEs are outstanding for [company]?"
• "When does the 409A expire for [company]?"

Skills

| Skill | Description | |-------|-------------| | carta-cap-table | Answer rules for every cap table answer, and a single fact or a short answer — ownership, one stakeholder, largest grants, totals | | carta-portfolio-alerts | Detect red flags and time-sensitive issues | | carta-reporting | Custom cap table reports and files — filtered, sorted tables, Excel and markdown exports | | carta-field-definitions | Explain a column or field within a specific Carta report | | carta-valuation-history | 409A valuation history | | carta-hmrc-limits | UK HMRC EMI/CSOP limit usage — company allowance and per-holder headroom | | carta-voting-rights-optimizer | Legal tool — minimum stockholder coalition to pass a charter amendment or vote | | carta-round-history | Financing round history | | carta-grant-vesting | Vesting schedule for a specific option grant | | carta-witness-signatures | Status of witness and spousal-consent signature requests on awards | | carta-conversion-calculator | Calculate SAFE/note conversion into equity | | carta-client-triggers | Surface time-based BD triggers across the portfolio | | carta-market-benchmarks | Cap structure patterns as market benchmarks | | carta-compensation-benchmarks | Carta Total Comp market benchmarks (salary, equity, total cash) for a role | | carta-compensation-rolematcher | Classify a job title into the CTC compensation taxonomy | | carta-issuance | Issue certificates, option grants and profits interest units; draft shares, grants or units, or resume from a draft set | | carta-modify-issuables | Amend issued certificates, convertible notes and option grants — dates, legend, notes, quantity, exercise price | | carta-start | Get started: shows your company, what your role can do and three prompts to try, then sets up Carta Home | | carta-captable-home-build | Build or redeploy the Carta Home - <company> live artifact — ownership, fully diluted summary, option pool, stakeholders, drafts, and a skill directory for one company |

MCP Server