carta investors — Agent Skill

Carta Investors

Claude Code plugin that gives Claude access to Carta Investors data.

How it works

This plugin provides skills that teach Claude how to query fund metrics, regulatory reporting, performance benchmarks, and more via the Carta MCP server at https://mcp.app.carta.com/mcp.

Installation

Install from the marketplace via /plugin, or add the Carta MCP server manually:

claude mcp add --transport http carta https://mcp.app.carta.com/mcp
claude plugin marketplace add carta/plugins
claude plugin install carta-investors

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

Try it out

• "What datasets are available in Carta?"
• "Show me NAV and TVPI for all my funds"
• "Pull our Form ADV data for 2025"
• "How does Fund I compare to its benchmark?"
• "What journal entries were posted last quarter?"
• "Build a 2026 budget for [company] from last year's actuals"
• "How are we pacing against the budget this year?"
• "Consolidating P&L for Krakatoa Ventures for March"

Skills

Reporting & data

| Skill | Description | |-------|-------------| | carta-explore-data | Query and explore investors data — NAV, partners, investments, accounting | | carta-form-adv | Form ADV Schedule D regulatory data and firm rollup | | carta-fund-performance | Fund performance page, and chat answers comparing a fund against peer benchmark cohorts | | carta-download-tearsheet | Generate tearsheet PDFs for one or more portcos — single PDF preview or bulk ZIP download | | carta-fund-forecasting | Read-only Carta Fund Forecasting (formerly Tactyc) — list funds, fund-wide KPIs (TVPI, DPI, IRR, MOIC, NAV, reserves), performance tables, and per-investment analytics. | | carta-loan-dashboard | Loan portfolio dashboard as a live Cowork artifact — KPI tiles (commitments, drawn, outstanding, scheduled payments) and every active loan, with a side panel per loan for terms, key dates, payments and draws. Refreshes from Carta each time it is opened. Invoke with "show my loans" or "loan dashboard". | | carta-lp-dashboard | LP portfolio dashboard as a live Cowork artifact — fund allocations by firm, capital activity, NAV and quarterly fund performance, with TVPI, DPI and RVPI, for LPs viewing their own Carta portfolio. Refreshes from Carta each time it is opened. Invoke with "show my LP dashboard" or "LP portfolio dashboard". | | carta-lp-documents | Finds an LP's own documents across all their portfolios and fund commitments — K-1s, capital call and distribution notices, financial statements, PCAPs, subscription agreements and side letters — in a live Cowork document browser, with an optional zip download (desktop / CLI). For LPs only; a GP asking for what their fund sent its LPs is pointed to their Carta account manager or Carta Support. Invoke with "get my K-1s for 2023" or "show my capital call notices". | | carta-partner-rollforward | Partner rollforward as a live Cowork artifact, firm-wide by default and filterable by fund or fund family — the in-app Partner Rollforward across funds, a month-by-month partners' capital walk with carried interest accrued broken out, a one-LP capital account statement by allocation bucket for audit confirmations, and a commitment / funded / unfunded rollforward for capital calls. Invoke with "partner rollforward" or "partners' capital rollforward". | | carta-nda-dashboard | NDA insights dashboard — provision frequency, governing law, NDAs expiring in the next two years, counterparties under an active non-solicit, no-contact or non-circumvention restriction, and every counterparty, in sortable, filterable tabs. Invoke with "NDA dashboard" or "who can't we solicit right now". | | carta-manco-reporting | Interactive management-company reporting dashboard — a local React app over live ManCo financials with P&L drill-down, Budget vs Actuals, management fee income by fund, expense breakdowns, and journal-entry detail. Invoke with a firm name, e.g. "ManCo reporting for Demo Capital". | | deal-group-wf-health | Read-only dashboard of waterfall health across a firm's deal groups (pass any firm/org id) — model assignment (stranded/none), ownership-link defects, orphaned models, and whether recent runs reached every entity. Internal-only. | | carta-deal-group-redactor | Redact a deal group's entity map in Carta's view by chatting — group, rename or hide entities, hide ownership %, add a title and footer — then export the PDF from the view. Internal-only. | | firm-bulk-entity-update | Not implemented yet. Will carry a firm's monthly change file for a deal group's firm-controlled entities through one cycle — ingest, resolve, review, write, true-up — instead of one entity at a time. Internal-only. | | staff-ilevel-data-collection-import | Carta staff only. Import a firm's iLevel KPI history from the warehouse into the same firm's Data Collection in a sandbox or test Carta, then check the figures ValTool reads. Chat-driven, with Carta's own financials page open in the browser pane. Never writes to production. Internal-only. |

Budgeting (Excel)