prepare-for-meeting

prepare-for-meeting is a skill for Claude Code, Codex from carta/plugins. It costs 124 tokens per session (5,655 once invoked), scanned A, original, Apache-2.0.

Instructions for preparing a one-page briefing for the next upcoming meeting with a company or other counterparty, using only CRM data. A CRM is software that stores relationship, deal, and meeting information.

In plain words
What is it for?
Use it to prepare for one specific upcoming meeting when you need attendee context, previous interactions, active records, and suggested questions.
Why use it?
It gathers the relevant people, history, records, and questions in one quick-to-scan briefing before the call.

Skill for Claude CodeCodex

Installs and runs on its own, but its text points at files inside its plugin — anything it tells you to read at a ${CLAUDE_PLUGIN_ROOT} path is only there once the plugin is installed. Installing the plugin gets both.

Part of the carta-crm plugin — 26 skills 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/prepare-for-meeting
Any agent
npx skills add carta/plugins --skill prepare-for-meeting
Clone the repo
git clone --depth 1 https://github.com/carta/plugins

Made for: Claude Code, Codex.

Or install carta-crm, the plugin that ships this one along with the rest of its 26 skills.

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 prepare-for-meeting

README.md
[![agentmods](https://agentmods.dev/badge/skills/carta/plugins/prepare-for-meeting.svg)](https://agentmods.dev/skills/carta/plugins/prepare-for-meeting)
Your own site
<a href="https://agentmods.dev/skills/carta/plugins/prepare-for-meeting"><img src="https://agentmods.dev/badge/skills/carta/plugins/prepare-for-meeting.svg" alt="Measured on agentmods" height="20"></a>
Per session 124 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 5,655 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 5.1 $0.00124 $0.05655
Opus 5 $0.00062 $0.02828
Sonnet 5 $0.00025 $0.01131
Haiku 4.5 $0.00012 $0.00566

Measured 6d ago against content hash 5c9663ec67b6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-05, from the pricing page.

Security

Grade A, and why

prepare-for-meeting 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 6d 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/prepare-for-meeting/SKILL.md · 455 lines

How it starts

The opening of the file, as written. The whole thing — 455 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Overview

The user has a meeting coming up and two minutes to prepare. Produce a scannable one-page tear sheet: who is in the room, what our history with them is, what CRM objects are in play, and what to ask.

Scope is deliberately narrow: the next meeting with one counterparty. There is no agenda view and no date-range mode. If the user wants a week overview, say this skill briefs one meeting and ask which.

Voice — never narrate the machinery

The user asked to be prepared for a meeting. They did not ask how the brief is made, and naming the mechanics makes a bespoke brief read as something pre-baked.

Never mention in user-facing text: the template, placeholders, sections, filling or rendering, HTML, artifacts, file paths, tool names, or this skill. Per Carta writing style, favour domain terms over internal system names.

Progress lines are welcome, but phrase them in the user's world:

Don't say Say
"Now let me look at the template and gather CRM data." "Pulling your history with DataStream AI…"
"I'll fill in the sections and render the HTML." (say nothing — just produce the brief)
"Calling get_adviser_profile…" "Checking who covers this account…"

Read the full file on GitHub · 455 lines

Files

What ships with it

1 file 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.

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. 6d ago First seen · 455 lines · 124 tokens per session scan A 5c9663ec67b6

Subscribe to this mod's changes

prepare-for-meeting is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 124 tokens to every session and 5,655 once invoked, about $0.0006 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.