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carta-agm-deck-builder

carta-agm-deck-builder is a skill for Claude Code, Codex from carta/plugins. It costs 145 tokens per session (10,216 once invoked), scanned C, original, Apache-2.0.

A tool for creating branded presentations for an annual general meeting, the yearly meeting where a company reports to its investors. It combines a firm's website style with fund data from Carta when that connection is available.

In plain words
What is it for?
Use it to build an AGM deck with fund performance, portfolio, fees, benchmarks, balance-sheet, and investor information, with manual data entry as a fallback.
Why use it?
It brings company branding, investment results, and presentation slides into one workflow instead of requiring separate preparation.

Skill for Claude CodeCodex

Installs and runs on its own, but its text points at files inside its plugin — anything it tells you to read at a ${CLAUDE_PLUGIN_ROOT} path is only there once the plugin is installed. Installing the plugin gets both.

Part of the carta-investors plugin — 16 skills shipped together

not rated 12 yesterday C scan 145 tokens original Apache-2.0
View the source file carta/plugins
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/carta/plugins/carta-agm-deck-builder
Any agent
npx skills add carta/plugins --skill carta-agm-deck-builder
Clone the repo
git clone --depth 1 https://github.com/carta/plugins

Made for: Claude Code, Codex.

Or install carta-investors, the plugin that ships this one along with the rest of its 16 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for carta-agm-deck-builder

README.md
[![agentmods](https://agentmods.dev/badge/skills/carta/plugins/carta-agm-deck-builder.svg)](https://agentmods.dev/skills/carta/plugins/carta-agm-deck-builder)
Your own site
<a href="https://agentmods.dev/skills/carta/plugins/carta-agm-deck-builder"><img src="https://agentmods.dev/badge/skills/carta/plugins/carta-agm-deck-builder.svg" alt="Measured on agentmods" height="20"></a>
Per session 145 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 10,216 The whole file, excluding the scripts and references it only reads on demand.
Security scan C 1 finding. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00145 $0.10216
Opus 5 $0.00072 $0.05108
Sonnet 5 $0.00029 $0.02043
Haiku 4.5 $0.00015 $0.01022

Measured 5d ago against content hash 61d13eee2df4, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade C, and why

carta-agm-deck-builder scanned grade C with 1 finding against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.

The scan reads SKILL.md. This mod also ships 6 executable files (references/design-system/carta-mark.js, references/design-system/charts.js, references/slide-templates/deck-nav.js, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Recursive force deletehighDestructive command

rm -rf with a variable or a broad path is one typo away from removing the wrong tree.

rm -rf /tmp/agm-queries/
plugins/carta-investors/skills/carta-agm-deck-builder/SKILL.md · 565 lines

How it starts

The opening of the file, as written. The whole thing — 565 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AGM Deck Builder

Overview

This skill is the single entry point for building AGM (Annual General Meeting) decks. It orchestrates three bundled capabilities:

  1. Carta MCP (preferred) — fetches live fund performance data (NAV, TVPI, DPI, IRR, portfolio companies, capital activity, benchmarks, fees, balance sheet, LP base) from the FUND_ADMIN data warehouse. If not connected, falls back to manual user input.
  2. Brand extraction (bundled) — extracts the firm's visual identity from their website using analyze_website.py and generates the multi-slide deck themed to that identity. Checks for a previously saved brand board first via the Carta MCP (fa:get:brand_board) with CLI fallback (carta fa get brand-board), and saves new extractions back for future reuse.
  3. Carta badge (bundled) — auto-injects the "Powered by Carta" lockup on every slide via the bundled carta-mark.js script.

All three capabilities are built into this plugin. No additional plugins need to be installed.

Read the full file on GitHub · 565 lines

Files

What ships with it

19 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 5d ago First seen · 565 lines · 145 tokens per session scan C 61d13eee2df4

Subscribe to this mod's changes

carta-agm-deck-builder is a skill published in the GitHub repository carta/plugins (12 stars, last pushed yesterday), licensed Apache-2.0. It adds 145 tokens to every session and 10,216 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it C with 1 finding (recursive force delete). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Creative and mediaFinance and fintechcaptableclaudecodexcopilotgeminimcp
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