carta-cap-table

Plugin carta-cap-table from marketplace bodnar-agent-plugins in danielbodnar/agent-plugins. Commands read from the repo's manifest — 1 month ago.

Skills (22)

• carta-captable-home-build

  Build or rebuild the Carta Home live artifact for one Carta cap-table company — a dashboard page published as "Carta Home - {company}". Use when the user asks to "build cap table home", "rebuild cap table home", "deploy cap table home", "set up cap table home", or asks to build, rebuild, deploy or s

• carta-compensation-app

  Serves a live, clickable CTC console — builds one corporation's Carta Total Compensation data into a React app on localhost, where you filter by job area, compare peer groups and explore the scorecard yourself. CLAUDE CODE ONLY; it serves a local web app. Use it when the ask is to run an app, launch

• carta-compensation-benchmarks

  Retrieves Carta Total Compensation market benchmarks (salary, equity, total cash) for a role. Output to chat or CSV. Market benchmarks are triggered by queries like: "sales benchmarks", "comp benchmarks", "market rate", "what does a [role] pay", "put benchmarks in a CSV", "get benchmarks", "get cart

• carta-compensation-rolematcher

  Classify a job title or description into the CTC taxonomy (job area, focus, level, track). Use when the user wants to know how a role is categorized or mapped to the taxonomy structure — not to fetch salary, equity, or benchmark numbers. Do NOT use when the user is asking for "market rates", "benchm

• carta-compensation-scorecard

  Carta Total Compensation scorecard — shows how a corporation's employees compare to market. Two lenses: corporation-level rollup (band distribution — what % of employees are below / at / above market) and per-employee scorecard (each employee's compa-ratio + percentile + market band). Triggered by q

• carta-conversion-calculator

  Calculate SAFE and convertible note conversion into equity at a financing close. Use when asked about SAFE conversion, note conversion, conversion shares, conversion math, how instruments convert in a priced round, or what happens to outstanding SAFEs and notes when a new round closes. Do NOT use fo

• carta-discover-commands

  META-DISCOVERY ONLY — answers the question "what cap-table tools or commands exist?" when the user is lost about what's available. NEVER use this skill for any request that names a cap-table topic (stakeholders, grants, vesting, SAFEs, notes, valuations, ownership, waterfall, financing, exposure, et

• carta-grant-vesting

  Fetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for [name]", cliff dates, settlement, or unvested shares. NOT for portfolio-level / all-employees aggregate ve

• carta-hmrc-limits

  Report a UK company's HMRC EMI/CSOP limit usage. Use when asked how much EMI allowance is left, whether the company is near the £6m EMI limit, who is close to or over their £250k individual limit, CSOP headroom, or whether a planned grant fits. - mcp__carta__call_tool - mcp__carta__list_contexts - m

• carta-interaction-reference-core

  The non-negotiable half of Carta's AI agent interaction rules — financial precision, data provenance, the AI-computation gate, how to confirm, and trust & safety. Loaded ONCE per conversation, before any response that presents or writes Carta financial data. Sufficient on its own for write flows; a

• carta-interaction-reference

  Carta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response. Load ONCE per conversation, before the first such response (ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, opti

• carta-issuance

  Issue securities on a Carta cap table. Use when the user asks to issue certificates, stock certificates, option grants (ISO, NSO, EMI, CSOP, Unapproved, Startup Concessions, Non-Concessional, ZEPO), profits interest units (PIUs), to draft shares, grants or units, or to resume issuing from a draft se

• carta-cap-table:issuance-import

  Internal file-ingest sub-skill for carta-issuance. Turns an uploaded spreadsheet (.xlsx/.xlsm/.csv/.tsv) or document (.pdf/.docx) into the prefilled rows every carta-issuance surface consumes, for certificates, option grants and profits interest units. Not invocable directly — dispatched by carta-is

• carta-market-benchmarks

  Computed statistics across portfolio companies — median, average, typical, range — used as market benchmarks. Returns aggregate numbers and percentiles, not raw per-company listings. Use when asked what's typical for a metric, what's normal at a given stage, what the median value is, what the averag

• carta-portfolio-alerts

  Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general. Use when asked which companies have an expiring item (409As

• carta-reporting-excel

  Internal subskill for carta-reporting. Exports Carta report data to a branded Excel file. Invoked by carta-reporting or carta-reporting-markdown when the user requests Excel output. Also the entry point when the main skill receives a message starting with "Generate Carta Excel —" (the artifact promp

• carta-reporting-markdown

  Internal subskill for carta-reporting. Drives the full Claude Code interaction: schema preview, customization checkpoint, transform config (filtering, sorting, formulas, aggregations), output preview, and hand-off to carta-reporting-excel. Invoked by carta-reporting (Claude Code path) after the prev

• carta-reporting

  Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights

• carta-round-history

  Financing round history for a company — each priced round with its date, share class issued, price per share, total cash raised, and the investors who participated. Covers what was raised and from whom across the company's funding history. Use when asked about funding rounds, financing rounds, the c

• carta-valuation-history

  Fetch a company's valuation history and current fair market value (FMV) — 409A, EMI, CSOP or share price. Use for questions about valuations, FMV, exercise prices, or expiry. Not for cross-portfolio comparisons — prefer a portfolio-benchmarks skill. Use when asked about the current valuation, fair m

• carta-waterfall-scenarios

  Exit, sale, acquisition, and liquidation payouts for a company — answers how much money each holder walks away with at a given sale price, return multiples on holdings, and how proceeds distribute across share classes. Computes dollar amounts at modeled valuations, not abstract rights. Use when aske

• carta-witness-signatures

  Status of witness and spousal-consent signature requests on option grants, RSAs, PIUs — who still needs to sign, and what's awaiting signature, signed, or expired. Covers one award, one company, or a whole portfolio. Read-only. Use when asked whether a witness or a spouse has signed, who still needs

Hooks (8)

• SessionStart

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" inject-context

• SessionStart

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" prune-session-data

• SessionStart

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-model

• PreToolUse

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-active-skill

• PreToolUse

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" inject-instrumentation

• UserPromptSubmit

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" capture-slash-skill

• PostToolUse

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" cache-commands

• PostToolUse

  "${CLAUDE_PLUGIN_ROOT}/hooks/dispatch.sh" track-corporation

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