Carta
Official@carta
Offers enterprise-grade equity management, fund administration, and CRM capabilities for private market stakeholders and financial operations teams.
Agent Skills by Carta
Showing 51 vetted skills indexed across 1 GitHub repositories.
cartacarta-conversion-calculator
Calculate SAFE and convertible note conversions using Carta cap table data.
cartacarta-compensation-benchmarks
Retrieve percentile-based total compensation benchmarks for job roles from Carta.
cartacarta-witness-signatures
Track witness and spousal consent signature request statuses for equity awards.
cartacarta-valuation-history
Fetch historical and current 409A FMV data from the Carta cap table API.
cartacarta-market-benchmarks
Compute median, minimum, maximum, and range for portfolio investment metrics from Carta data.
cartacarta-discover-commands
Discover available Carta cap table commands via the MCP server.
cartacarta-portfolio-alerts
Detect time-bounded and threshold-bounded risks across portfolio companies using Carta MCP data.
cartacarta-compensation-rolematcher
Classify job titles and descriptions into the Carta Total Compensation taxonomy.
cartacarta-reporting
Generate custom cap table reports from Carta equity data.
cartacarta-reporting-markdown
Format and validate Carta cap table reports for markdown delivery.
cartacarta-waterfall-scenarios
Calculate stakeholder payouts from Carta waterfall exit scenarios.
cartacarta-interaction-reference
Define behavioral rules for Carta AI agents presenting cap table data.
cartacarta-grant-vesting
Fetch individual equity grant vesting schedules from Carta cap table API endpoints.
cartacarta-round-history
Retrieve financing round history from the Carta cap table API.
cartacarta-reporting-excel
Export Carta report data to branded Excel files with live aggregation formulas.
cartacarta-investors-tutorial
Guide users through carta-investors plugin setup and fund administration workflows.
cartacarta-budget-scenarios
Build what-if scenario columns on existing Excel budget workbooks.
cartacarta-create-budget
Build Excel budget workbooks from prior-year Carta actuals with inflation buffers.
cartacarta-fund-forecasting
Retrieve fund performance and investment analytics from Carta Fund Forecasting via the Carta MCP server.
cartacarta-soi
Display a fund's Schedule of Investments as an interactive Live Artifact in Cowork.
cartacarta-fetch-actuals
Write Carta P&L actuals into an Excel budget workbook with variance columns.
cartacarta-form-adv
Extract SEC Form ADV Part 1A data from Carta and generate HTML and Excel filing guides.
cartacarta-fetch-budget
Fetch Carta management company budgets and write formatted Excel tabs.
cartacarta-budget-analysis
Analyze YTD actuals against budgeted amounts for Carta P&L lines.
Frequently Asked Questions About Carta
FAQPage SchemaWhat specific financial tasks can I perform using these capabilities?▼
You can calculate SAFE and convertible note conversions, generate custom cap table reports, perform 409A valuation lookups, and build consolidated financial statements including P&L and balance sheets for investment funds.
Who is the target persona for these technical integrations?▼
These capabilities are designed for fund administrators, venture capital analysts, CFOs, and financial operations teams requiring programmatic access to equity data, portfolio performance metrics, and CRM deal tracking.
What are the prerequisites for accessing Carta data?▼
Access requires an active Carta account with appropriate administrative permissions to the cap table or fund administration modules, alongside valid credentials for the MCP server interface to execute queries.