carta-download-tearsheet
OfficialDownload Carta portfolio and fund tear sheets in seconds.
Finance & Accounting#document generation#mcp server#tearsheet#bulk download#fund administration#carta#portfolio companies
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Manually generating and downloading tear sheets for multiple portfolio companies and funds on Carta is time-consuming and inefficient, especially for fund administrators managing large portfolios with regular reporting needs.
Core Features & Use Cases
- Interactive Template & Company Selection: Lets users choose from available firm-specific tear sheet templates and select specific portfolio companies or all companies across funds via guided prompts.
- Bulk Async Processing: Handles bulk tear sheet generation for multiple companies with background job polling, timeout handling, and temporary download link delivery.
- Use Case: A fund administrator can generate tear sheets for all 50 portfolio companies in their active Carta firm context in minutes, instead of downloading each report individually.
Quick Start
Ask the AI to download a tear sheet for a specific portfolio company or all portfolio companies in your Carta firm.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: carta-download-tearsheet Download link: https://github.com/carta/plugins/archive/main.zip#carta-download-tearsheet Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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