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-reporting-excelnpx skills add carta/plugins --skill carta-reporting-excelgit clone --depth 1 https://github.com/carta/pluginsWrote 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.
[](https://agentmods.dev/skills/carta/plugins/carta-reporting-excel)<a href="https://agentmods.dev/skills/carta/plugins/carta-reporting-excel"><img src="https://agentmods.dev/badge/skills/carta/plugins/carta-reporting-excel.svg" alt="Measured on agentmods" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5 | $0.00071 | $0.01937 |
| Opus 5 | $0.00036 | $0.00968 |
| Sonnet 5 | $0.00014 | $0.00387 |
| Haiku 4.5 | $0.00007 | $0.00194 |
Grade A, and why
carta-reporting-excel 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 3d 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 — 117 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Excel Export
Context expected from the calling skill (must be in session before this skill is invoked):
user_report_pk— needed to check for the cached report file and to fetch a fresh download URL if the file is absentcorporation_id— needed forcall_tool({"name": "reporting__get__download_url", ...})- Column config — either parsed from the artifact prompt bar payload (Claude Desktop) or confirmed during the Customization Checkpoint in
carta-reporting-markdown(Claude Code) - Corporation legal name,
as_of_date, user full name — used as--title,--as-of-date,--generated-byargs toexcel_exporter.py
Column source (Claude Desktop — artifact prompt bar)
When the user pastes an artifact prompt bar payload, it arrives as a complete instruction starting with Generate Carta Excel —:
Generate Carta Excel —
Corporation: Meetly, Inc. (ID: 7)
Columns:
Equity Grants: columns: Grant ID, Award Type, Exercise Price; sorted by: Grant Date desc
Vesting Schedule: columns: Grant ID, Vest Date, Shares Vested; totals: Shares Vested sum
What ships with it
2 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.
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.
- 3d ago First seen · 117 lines · 71 tokens per session scan A ba0baa87a38f
carta-reporting-excel is a skill published in the GitHub repository carta/plugins (12 stars, last pushed yesterday), licensed Apache-2.0. It adds 71 tokens to every session and 1,937 once invoked, about $0.0004 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.
Other skills, from other repositories
invoice-po-reconciliation
Reconciles one or more user-selected invoice files against matching purchase orders in the Purchase Order library. Compares totals, flags discrepancies, writes reconciliation status back to invoice metadata, and returns a formatted summary table. Trigger phrases: po reconciliation, invoice reconciliation, invoice to…
lbo-model
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
audit-xls
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this…
model-update
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh…
tres-upload-tx-header-validation
The exact column header names required by the TRES Finance bulk transaction CSV upload. Use whenever building, fixing, or validating the header row of a TRES manual transaction or sub-transaction upload CSV — especially after an upload fails with "Missing required column(s): ...". Trigger phrases include: 'fix my CSV…
officecli-financial-model
Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fundraising projections — in Excel. Trigger on: 'financial model', '3-statement model', 'P&L + BS + CF', 'DCF', 'WACC', 'NPV', 'terminal value'…