carta-fetch-budget

What problem does it solve?

Manually pulling management company budgets from Carta and reformatting them in Excel is slow and error-prone, often leading to inconsistent currency symbols, missing subtotals, or outdated data. This Skill automates the end-to-end workflow, fetching live budget data from Carta Fund Admin and producing a polished, branded Excel tab with monthly columns, subtotals, and proper formatting.

Core Features & Use Cases

• Live Carta Budget Fetch: Retrieves budget data via the fa:list:budgets MCP command for any management company and date range.
• Branded Excel Output: Writes a fully formatted tab with a 4-row metadata band, Carta logo, monthly amount columns, section subtotals, and currency-aware number formatting.
• In-Place Tab Updates: Detects existing budget tabs and refreshes values while preserving formulas, user-added rows, and layout.
• Use Case: An accountant preparing a board pack asks the AI to pull the 2026 ManCo budget from Carta and receives a ready-to-share Excel file with no manual formatting required.

Quick Start

Use the carta-fetch-budget skill to pull the 2026 budget for your management company from Carta and write it to a new Excel tab.