carta-explore-data

A data-querying guide for Carta Web and Fund Admin, Carta’s systems for managing investments and funds. It helps retrieve investor, portfolio, fund, and financial data from the Carta data warehouse.

In plain words
What is it for?
Use it to look up holdings, investments, portfolio companies, fund breakdowns, valuations, cash flows, balance sheets, and performance measures such as NAV, TVPI, DPI, and IRR.
Why use it?
It clarifies which Carta data system to use and helps avoid querying Fund Forecasting when the information belongs there instead.

Skill for Claude CodeCodex

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-explore-data
Any agent
npx skills add carta/plugins --skill carta-explore-data
Clone the repo
git clone --depth 1 https://github.com/carta/plugins

Made for: Claude Code, Codex.

Per session 232 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 6,649 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. 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 $0.00232 $0.06649
Opus 5 $0.00116 $0.03325
Sonnet 5 $0.00046 $0.01330
Haiku 4.5 $0.00023 $0.00665

Measured 2d ago against content hash 269db2f5c0ea, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

carta-explore-data scanned grade A with 0 findings 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 2d ago.

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.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/carta-investors/skills/carta-explore-data/SKILL.md · 282 lines

How it starts

The opening of the file, as written. The whole thing — 282 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Explore Data

Query the Carta data warehouse for investors data — NAV, performance metrics, cash flow statements, balance sheets, portfolio financials, and more.

When to Use

This is the skill for Carta Web / Fund Admin data work — the data warehouse. Note that Carta Fund Forecasting (formerly Tactyc) is a separate domain with its own funds and data; when a fund performance question could belong to either system, the fund-performance.md semantic layer will automatically check Fund Forecasting first before running DWH queries.

  • Always use when the user context is set to a Firm and the request involves any Carta Web / Fund Admin data query, financial metric, or reporting question
  • Do NOT use for funds that live in Carta Fund Forecasting (formerly Tactyc) — that is a separate domain with its own data; use carta-fund-forecasting for performance metrics (TVPI/DPI/IRR/MOIC/NAV/reserves) of those funds. When the fund system is unknown for a performance query, fund-performance.md probes Fund Forecasting automatically and redirects if the fund is found there
  • Always use for portfolio queries, holdings questions, fund breakdowns, or "what is [firm/fund] invested in" phrasing — even though those phrases appear in carta-soi's trigger list; carta-soi is for building persistent Cowork artifacts, not answering data questions inline
  • Always use for read-only valuation data (409a history, FMV, MOIC, investment metrics) — even though "valuations" and "portfolio companies" appear in carta-portfolio-valuations; that skill is for running and updating valuation projects, not reading data
  • Also use when no context is set and the user asks an ambiguous investment or data question — this skill will guide them through context setup via list_contexts / set_context

Read the full file on GitHub · 282 lines

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. 2d ago First seen · 282 lines · 232 tokens per session scan A 269db2f5c0ea

Subscribe to this mod's changes

carta-explore-data is a skill published in the GitHub repository carta/plugins (12 stars, last pushed 4d ago), licensed Apache-2.0. It adds 232 tokens to every session and 6,649 once invoked, about $0.0012 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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