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carta-reporting

Generate custom cap table reports from Carta equity data.

12|16|Updated Mar 26, 2026
Search Tags:#reporting#excel#equity#vesting#cap table#grants#carta
One-click install
npx skills add https://github.com/carta/plugins --skill carta-reporting
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-reporting
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-reporting
Command: npx skills add https://github.com/carta/plugins --skill carta-reporting

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, and includes scripts (resource) and assets (resource) components.

What problem does it solve?

This Skill eliminates the tedious manual work of exporting, formatting, and analyzing cap table data from Carta, saving finance and operations teams hours of repetitive spreadsheet effort.

Core Features & Use Cases

  • Custom Report Generation: Pull grants, vesting schedules, stakeholders, securities, SAFEs, and round history into filtered, sorted reports tailored to your needs.
  • Live Artifact or Excel Export: Deliver results as interactive live artifacts in Claude Desktop or branded Excel files in Claude Code.
  • Use Case: A CFO needs to see all option grants in 2024 that are more than 50% vested with exercise prices and vesting schedules — this Skill builds that report instantly without SQL or manual exports.

Quick Start

Use the carta-reporting skill to show me all grants this year for Acme Corp.

Frequently Asked Questions about carta-reporting

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate custom cap table reports from Carta equity data?▼

Generate custom cap table reports by querying your Carta account for equity grants, vesting schedules, stakeholders, SAFEs, and round history to instantly produce filtered and sorted summaries. You can output results as interactive live artifacts or Excel files.

Can I export Carta vesting schedules and option grants to Excel?▼

Yes, you can export Carta vesting schedules and option grants to Excel. The Skill generates branded Excel artifacts in Claude Code or delivers interactive live artifacts directly in Claude Desktop.

Do I need a connected Carta MCP server to pull stakeholder and securities data?▼

Yes, a connected Carta MCP server with reporting enabled is required. This connection allows the Skill to query your account data for stakeholders, securities, and round history to build custom reports.

What's the best way to filter option grants by vesting percentage and exercise price?▼

Filter option grants by vesting percentage and exercise price by requesting specific query parameters. The Skill applies these filters to your Carta data to instantly build tailored reports without manual SQL or spreadsheet exports.

Can I run a waterfall scenario analysis on my cap table using Carta data?▼

Yes, you can run waterfall scenario analysis on your cap table. The Skill queries your Carta round history and securities data to calculate distribution outcomes and display the results as markdown or live artifacts.

What are the limitations of generating Carta reports for multiple companies?▼

The Skill is designed for single-company equity data display queries. It does not support multi-company cap table aggregation, focusing instead on filtered exports, Excel artifact generation, and waterfall analysis for one organization.

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