By carta
Query and manage cap tables, equity grants, SAFEs, 409A valuations, and waterfall scenarios from Carta's MCP server, enabling automated equity data retrieval and analysis.
Surface time-based BD triggers across the portfolio. Use when asked about client outreach, which clients closed a round recently, stale cap tables, pending grants, tombstones, weekly deals, or BD triggers.
Calculate SAFE and convertible note conversion into equity. Use when asked about SAFE conversion, note conversion, conversion shares, or how instruments convert in a round.
Find the right carta-cap-table command when no other skill matches. Use when unsure which command to call, exploring available data, or when the user's request doesn't match a specific skill.
Fetch vesting schedule for a specific option grant. Use when asked about vesting details, cliff dates, vesting progress, or unvested shares for a particular grant.
Carta's behavioral rules for AI agents presenting cap table data. ALWAYS load this skill before responding to ANY Carta cap table query — ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, option pools, or any other topic. Load alongside the domain skill (e.g. portfolio-query, pro-forma-model), not instead of it. This is mandatory context for every Carta data response.
External network access
Connects to servers outside your machine
Own this plugin?
Verify ownership to unlock analytics, metadata editing, and a verified badge. GitHub access is read-only (username + org membership).
Sign in to claimOwn this plugin?
Verify ownership to unlock analytics, metadata editing, and a verified badge. GitHub access is read-only (username + org membership).
Sign in to claimBased on adoption, maintenance, documentation, and repository signals. Not a security audit or endorsement.

Carta plugins for Claude Code.
Add the Carta marketplace to Claude Code:
claude plugin marketplace add carta/plugins
Then install a plugin by name:
claude plugin install carta-cap-table
Or browse available plugins:
/plugin > Discover
carta/plugins and confirm| Plugin | Description |
|---|---|
| carta-cap-table | Skills and MCP server for querying Carta cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more |
| carta-fund-admin | Skills and MCP server for querying Carta fund admin data, including NAV, performance, allocations, and regulatory reporting |
For more on Carta's developer ecosystem, see the Carta MCP documentation.
npx claudepluginhub carta/plugins --plugin carta-cap-tableMemory compression system for Claude Code - persist context across sessions
Standalone image generation plugin using Nano Banana MCP server. Generates and edits images, icons, diagrams, patterns, and visual assets via Gemini image models. No Gemini CLI dependency required.
Ultra-compressed communication mode. Cuts ~75% of tokens while keeping full technical accuracy by speaking like a caveman.
Multi-model consensus engine integrating OpenAI Codex CLI, Gemini CLI, and Claude CLI for collaborative code review and problem-solving.
Streamline people operations — recruiting, onboarding, performance reviews, compensation analysis, and policy guidance. Maintain compliance and keep your team running smoothly.
Write feature specs, plan roadmaps, and synthesize user research faster. Keep stakeholders updated and stay ahead of the competitive landscape.