carta-fund-admin
By carta
Carta Fund Admin plugin — skills for querying fund admin data, performance benchmarks, regulatory reporting, and more
npx claudepluginhub carta/pluginsComponent Overview
Component Details
Skills (4)
Query and explore fund admin data in the Carta data warehouse. Use when asked about fund metrics, NAV, LP data, portfolio financials, journal entries, investments, or any general data warehouse query.
Fetch Form ADV Schedule D regulatory data and firm rollup for fund-level reporting. Use when asked about Form ADV, regulatory AUM, Schedule D, Form PF Section 1, or annual filing data.
Compare a fund's performance against peer benchmark cohorts. Use when asked about fund benchmarks, peer comparison, percentile ranking, Net IRR vs peers, TVPI benchmarks, or how a fund stacks up against its cohort.
Generate tearsheet PDFs for one or more portfolio companies via the Carta MCP server. For a single portco, generates an immediate PDF preview returned as an embedded resource. For multiple portcos, starts a bulk job, polls until complete, and presents a ZIP download link. Trigger phrases: "generate tearsheet", "download tearsheet", "tearsheet for portco", "bulk tearsheets", "tearsheets for all portcos", "preview tearsheet", "generate tearsheet PDF", "create tearsheet", "download tearsheet package", "tearsheet zip", "download all tearsheets", "Investment Summary", "Fund Summary", "Tear Sheet", "generate Investment Summary", "download Fund Summary", "create Tear Sheet", "generate reports for portcos", "batch tearsheets", "tearsheets for all companies". Also trigger when the user asks to generate or download a document whose name could match a tearsheet template for one or more portfolio companies.
Hooks (1)
MCP Servers (1)
README
Carta Plugins
Carta plugins for Claude Code.
Installation
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
Claude Desktop
- Open Cowork and go to Manage connectors
- Select Personal plugins
- Click Create plugin
- Select Add marketplace
- Enter
carta/pluginsand confirm - Authorize the MCP when prompted
- Select and add the plugins you want to use
Plugins
| 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 |
Documentation
For more on Carta's developer ecosystem, see the Carta MCP documentation.
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