carta

carta/plugins

Plugin Claude Code

Official Carta plugins for Claude Code.

carta/plugins

Plugin Claude Code

Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more.

carta/plugins

Hook

Runs when a session starts, executing dispatch.sh (3 commands). From carta/plugins.

carta/plugins

Hook

Runs before the agent uses a tool for Skill, mcp__(.*[Cc]arta.*, 2827383e-1775-4df3-b6ff-04d5392f6d18, 640916d9-5e0c-4d0b-830a-03500fa93e5e, 1af3c326-9402-463c-ba5c-d62de59cf57b, 8eb65db0-0cbd-4f50-833b-3057c150d41a and 33b9b857-8443-4b2d-b191-2d9b6c50eb86)__.* tool calls, executing dispatch.sh (2 commands). From…

carta/plugins

Hook

Runs when you submit a prompt, before the agent sees it, executing dispatch.sh. From carta/plugins.

carta/plugins

Hook

Runs after a tool call finishes for mcp__(.*[Cc]arta.*, 2827383e-1775-4df3-b6ff-04d5392f6d18, 640916d9-5e0c-4d0b-830a-03500fa93e5e, 1af3c326-9402-463c-ba5c-d62de59cf57b, 8eb65db0-0cbd-4f50-833b-3057c150d41a and 33b9b857-8443-4b2d-b191-2d9b6c50eb86)__.* tool calls, executing dispatch.sh (2 commands). From carta/plugins.

carta/plugins

Skill Claude CodeCodex

Serves a live, clickable CTC console — builds one corporation's Carta Total Compensation data into a React app on localhost, where you filter by job area, compare peer groups and explore the scorecard yourself. CLAUDE CODE ONLY; it serves a local web app. Use it when the ask is to run an app, launch a console, or…

carta/plugins

Skill Claude CodeCodex

Retrieves Carta Total Compensation market benchmarks (salary, equity, total cash) for a role. Output to chat or CSV. Market benchmarks are triggered by queries like: "sales benchmarks", "comp benchmarks", "market rate", "what does a [role] pay", "put benchmarks in a CSV", "get benchmarks", "get carta's market…

carta/plugins

Skill Claude CodeCodex

Classify a job title or description into the CTC taxonomy (job area, focus, level, track). Use when the user wants to know how a role is categorized or mapped to the taxonomy structure — not to fetch salary, equity, or benchmark numbers. Do NOT use when the user is asking for "market rates", "benchmark data"…

carta/plugins

Skill Claude CodeCodex

Carta Total Compensation scorecard — shows how a corporation's employees compare to market. Two lenses: corporation-level rollup (band distribution — what % of employees are below / at / above market) and per-employee scorecard (each employee's compa-ratio + percentile + market band). Triggered by queries like…

carta/plugins

Skill Claude CodeCodex

Calculate SAFE and convertible note conversion into equity at a financing close. Use when asked about SAFE conversion, note conversion, conversion shares, conversion math, how instruments convert in a priced round, or what happens to outstanding SAFEs and notes when a new round closes. Do NOT use for…

carta/plugins

Skill Claude CodeCodex

META-DISCOVERY ONLY — answers the question "what cap-table tools or commands exist?" when the user is lost about what's available. NEVER use this skill for any request that names a cap-table topic (stakeholders, grants, vesting, SAFEs, notes, valuations, ownership, waterfall, financing, exposure, etc.) — those are…

carta/plugins

Skill Claude CodeCodex

Fetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for [name]", cliff dates, settlement, or unvested shares. NOT for portfolio-level / all-employees aggregate vesting.

carta/plugins

Skill Claude CodeCodex

Carta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response. Load ONCE per conversation, before the first such response (ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, option pools, or any…

carta/plugins

Skill Claude CodeCodex

Issue securities on a Carta cap table. Use when the user asks to issue certificates, stock certificates, option grants (ISO, NSO, EMI, CSOP, Unapproved, Startup Concessions, Non-Concessional, ZEPO), to draft shares or grants, or to resume issuing from a draft set. USE WHEN the user says "issue", "grant", "draft"…

carta/plugins

Skill Claude CodeCodex

Internal config panel sub-skill for carta-issuance. Renders a pre-flight configuration panel with one full key-value block per stakeholder — name, email, stakeholder type, relationship, quantity, and the whole type-specific field set (option type / exercise price / vesting / documents for option grants, or share class…

carta/plugins

Skill Claude CodeCodex

Internal file-ingest sub-skill for carta-issuance. Turns an uploaded spreadsheet (.xlsx/.xlsm/.csv/.tsv) or document (.pdf/.docx) into the knowns.rows the config panel already consumes, for both certificates and option grants. Not invocable directly — dispatched by carta-issuance Phase 0.25.

carta/plugins

Skill Claude CodeCodex

Internal artifact sub-skill for carta-issuance. Renders a read-only HTML review summary for option-grant AND certificate issuance batches — stat tiles plus one confirmation row per stakeholder. Not invocable directly — dispatched by carta-issuance Phase 2 via artifact-manager:render-panel.

carta/plugins

Skill Claude CodeCodex

Computed statistics across portfolio companies — median, average, typical, range — used as market benchmarks. Returns aggregate numbers and percentiles, not raw per-company listings.

carta/plugins

Skill Claude CodeCodex

Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.

carta/plugins

Skill Claude CodeCodex

Internal subskill for carta-reporting. Exports Carta report data to a branded Excel file. Invoked by carta-reporting or carta-reporting-markdown when the user requests Excel output. Also the entry point when the main skill receives a message starting with "Generate Carta Excel —" (the artifact prompt bar payload).

carta/plugins

Skill Claude CodeCodex

Internal subskill for carta-reporting. Drives the full Claude Code interaction: schema preview, customization checkpoint, transform config (filtering, sorting, formulas, aggregations), output preview, and hand-off to carta-reporting-excel. Invoked by carta-reporting (Claude Code path) after the preview file lands. Not…

carta/plugins

Skill Claude CodeCodex

Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights & preferences.…

carta/plugins

Skill Claude CodeCodex

Financing round history for a company — each priced round with its date, share class issued, price per share, total cash raised, and the investors who participated. Covers what was raised and from whom across the company's funding history.