home

A Carta CRM home view, meaning a landing dashboard for customer and investment-relationship work. It can show counts, open tasks, pipeline stages, meetings for the week, and supported prompts when enabled for the organisation.

In plain words
What is it for?
Use it to open a CRM dashboard, review pipeline activity, see tasks and meetings, browse supported prompts, or route a new user to the tutorial.
Why use it?
It gives you one starting point for common CRM information instead of requiring separate requests for each item. Some organisations may not have the dashboard enabled.

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

Made for: Claude Code, Codex.

Per session 105 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,546 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 $0.00105 $0.01546
Opus 5 $0.00053 $0.00773
Sonnet 5 $0.00021 $0.00309
Haiku 4.5 $0.00011 $0.00155

Measured 2d ago against content hash 43d596e5cf77, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

home 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-crm/skills/home/SKILL.md · 133 lines

How it starts

The opening of the file, as written. The whole thing — 133 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Carta CRM Home

The Home is one manifest tool plus one view. The server decides which cards this organization may see, and the view fetches each card itself. Your job is to read the manifest, route a new user to the tutorial, and render the view.

Step 1 — Read the manifest

Call it for data first, not for the view:

crm_call_tool({ "name": "crm:get_crm_home", "arguments": {} })

Read it for data before you render anything. Step 2 can send the user elsewhere, and a Home that renders and is then retracted is worse than one that never rendered.

If the tool does not exist

The Home is behind a rollout flag. When it is off the server does not register get_crm_home at all, and the call fails with an unknown-tool error. That is a normal answer for an organization outside the rollout, not a failure.

What you do next depends on what the user asked for.

The user asked for Do this
The Home itself, a dashboard, or /home Say the Home is not switched on for their organization, and offer what they can ask for instead
Something a card would have shown, such as "what's in my pipeline today" Answer the question through the skill that owns it, here search-deals. Do not mention the Home

Read the full file on GitHub · 133 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 · 133 lines · 105 tokens per session scan A 43d596e5cf77

Subscribe to this mod's changes

home is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 105 tokens to every session and 1,546 once invoked, about $0.0005 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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