carta-reporting-markdown

carta-reporting-markdown is a skill for Claude Code, Codex from carta/plugins. It costs 77 tokens per session (3,158 once invoked), scanned A, original, Apache-2.0.

An internal reporting step for the Carta reporting skill. It previews available equity-data columns, applies requested filters or calculations, and prepares the result for export.

In plain words
What is it for?
Inspecting report fields, configuring sorting, filtering, formulas, or summaries, previewing the output, and handing it to the Excel export step.
Why use it?
It structures the process of turning raw Carta data into a report that matches the requested view.

Skill for Claude CodeCodex

Part of the carta-cap-table plugin — 22 skills, 5 hooks shipped together

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

Made for: Claude Code, Codex.

Or install carta-cap-table, the plugin that ships this one along with the rest of its 22 skills, 5 hooks.

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-reporting-markdown

README.md
[![agentmods](https://agentmods.dev/badge/skills/carta/plugins/carta-reporting-markdown.svg)](https://agentmods.dev/skills/carta/plugins/carta-reporting-markdown)
Your own site
<a href="https://agentmods.dev/skills/carta/plugins/carta-reporting-markdown"><img src="https://agentmods.dev/badge/skills/carta/plugins/carta-reporting-markdown.svg" alt="Measured on agentmods" height="20"></a>
Per session 77 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,158 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 $0.00077 $0.03158
Opus 5 $0.00039 $0.01579
Sonnet 5 $0.00015 $0.00632
Haiku 4.5 $0.00008 $0.00316

Measured 4d ago against content hash e3445b9d65a9, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

carta-reporting-markdown 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 4d 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-cap-table/skills/carta-reporting-markdown/SKILL.md · 267 lines

How it starts

The opening of the file, as written. The whole thing — 267 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Transform Configuration

Called from carta-reporting step 4d (Claude Code / MARKDOWN path). Use values resolved earlier in this session: data file path, corporation_id, user_report_pk, and _report_processor_path (the script path the parent skill resolved once — reuse it instead of re-running find).

Schema Preview

Run report_processor.py on the data file with no transforms to extract column names and types. Reuse the cached _report_processor_path; only fall back to find if it is empty:

UV_PYTHON_DOWNLOADS=never uv run "${_report_processor_path:-$(find ~ -name "report_processor.py" -path "*/carta-reporting/scripts/*" 2>/dev/null | head -1)}" <<'EOF'
{
  "local_file": "<preview or full report file path>"
}
EOF

Lead with a brief result summary (e.g. "Here's your Securities Ledger report — loading full data in the background."), then present the column inventory.

Column inventory format — numbered list, grouped by category. Example for a 28-column report:

Read the full file on GitHub · 267 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. 4d ago First seen · 267 lines · 77 tokens per session scan A e3445b9d65a9

Subscribe to this mod's changes

carta-reporting-markdown is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 77 tokens to every session and 3,158 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.

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