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…
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…
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"…
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…
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…
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…
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.
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…
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"…
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…
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.
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.
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.
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.
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).
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…
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.…
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.
Skill Claude CodeCodex
Fetch a company's valuation history and current fair market value (FMV) — 409A, EMI, CSOP or share price. Use for questions about valuations, FMV, exercise prices, or expiry. Not for cross-portfolio comparisons — prefer a portfolio-benchmarks skill.
Skill Claude CodeCodex
Exit, sale, acquisition, and liquidation payouts for a company — answers how much money each holder walks away with at a given sale price, return multiples on holdings, and how proceeds distribute across share classes. Computes dollar amounts at modeled valuations, not abstract rights.
Skill Claude CodeCodex
Status of witness and spousal-consent signature requests on option grants, RSAs, PIUs — who still needs to sign, and what's awaiting signature, signed, or expired. Covers one award, one company, or a whole portfolio. Read-only.
Skill Claude CodeCodex
Adds one or more company records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a company", "create company record", "add company to CRM", "add company to Carta CRM", or "/add-company". Collects company information conversationally, then creates it via the MCP server.
Skill Claude CodeCodex
Adds one or more contact records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a contact", "create a contact record", "add contact to CRM", "save a contact", "upload contact to Carta CRM", or "/add-contact". Collects contact information conversationally, then creates…
Skill Claude CodeCodex
Creates one or more deal records in the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a deal", "create a deal", "log a deal", "add deal to CRM", "add deal to Carta CRM", or "/add-deal". Collects deal information conversationally, then creates it via the MCP server.