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.
npx agentmods add skills/carta/plugins/carta-explore-datanpx skills add carta/plugins --skill carta-explore-datagit clone --depth 1 https://github.com/carta/pluginsWhat 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.
| Model | Per session | Once 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 |
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.
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
Firmand 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-forecastingfor performance metrics (TVPI/DPI/IRR/MOIC/NAV/reserves) of those funds. When the fund system is unknown for a performance query,fund-performance.mdprobes 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-soiis 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
What ships with it
9 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.
- semantic-layer/balance-sheet.md 4.1 KB
- semantic-layer/cap-table.md 30 KB
- semantic-layer/cash-flows.md 3.9 KB
- semantic-layer/company-financials.md 4.1 KB
- semantic-layer/fund-performance.md 14 KB
- semantic-layer/investments.md 9.9 KB
- semantic-layer/nav.md 3.3 KB
- semantic-layer/partner-data.md 5.9 KB
- semantic-layer/valuations.md 3.5 KB
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.
- 2d ago First seen · 282 lines · 232 tokens per session scan A 269db2f5c0ea
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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