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From carta-cap-table
Discovers available cap-table tools and commands when users don't know what's available. Searches for relevant commands by keyword and executes them.
How this skill is triggered — by the user, by Claude, or both
Slash command
/carta-cap-table:carta-discover-commandsWhen to use
Use ONLY when the user explicitly admits they don't know what's available and asks a meta question about the toolset itself — literal phrasings like "I don't know where to begin", "what kinds of cap-table data can I even access", "can you give me a tour of the available commands", "which tools are even available for this domain", or "point me in the right direction with no specific topic in mind". Do NOT fire on any utterance that names a specific cap-table noun (stakeholders, shareholders, holders, employees, grants, options, vesting, SAFEs, notes, 409A, valuations, ownership, waterfall, exit, financing, rounds, exposure, conversions, etc.) — even if the verb sounds discovery-flavored ("show me X", "render X", "find X", "compare X"), the named noun means it's a direct data request and a specialist skill owns it. When in doubt between this skill and a specialist, pick the specialist.
This skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
<!-- Part of the official Carta AI Agent Plugin -->
Use search_tools to find available commands when no specific skill covers the user's request.
search_tools({"query": "<keyword from user's request>"})
Use a keyword that captures the user's intent (e.g. "valuation", "grant", "safe", "stakeholder").
Review the returned tools. Each has:
name: the tool name to pass to call_tool (e.g. cap_table__get__stakeholders)description: what it returnsinputSchema: the required and optional parameterscall_tool({"name": "<tool_name>", "arguments": { ...params }})
You still need corporation_id for most commands — get it from list_accounts if you don't have it.
npx claudepluginhub carta/plugins --plugin carta-cap-tableGenerates customized cap table reports from Carta data — grants, SAFEs, stakeholders, vesting schedules, round history, and more. Supports filtering, sorting, and formatting without SQL.
Interactive 5-minute walkthrough of the carta-investors plugin. Covers overview, setup verification, and demos: fundraising benchmarks, LP tear sheets, LP meeting prep. Also handles meta/glossary questions.
Interactive ~5-minute walkthrough of the Carta CRM plugin. Covers plugin overview, setup verification, how to kick off each skill, and a demo walkthrough of 4 realistic CRM scenarios.