# Carta AI Agent Skills

Carta publishes official AI agent skills for its tools, services, and developer workflows.

Browse 63 official AI agent skills across 1 Carta repository, with install commands and source links.

Official page: https://skillscout.sh/official/carta/
Markdown page: https://skillscout.sh/official/carta/carta_skills_skillscout.md
Vendor website: https://carta.com/

## Prompt for your agent

Fetch this Markdown manifest as plain text: https://skillscout.sh/official/carta/carta_skills_skillscout.md. If your browser cannot display the Markdown directly, use curl or another text fetcher. Recommend the relevant Carta skills package or packages for my goal, explain which individual skills matter, and wait for my approval. After I approve, install with the npx command. If no project is open, install it as an agent skill I can use later.

## Skills packages

### carta/plugins

Includes 63 official skills: add-fundraising, search-fundraisings, update-fundraising, add-company, add-contact, add-deal.

Install:

```bash
npx skills add carta/plugins -y
```

Source: https://github.com/carta/plugins

## Individual skills

### add-fundraising

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@add-fundraising -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/add-fundraising

### search-fundraisings

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@search-fundraisings -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/search-fundraisings

### update-fundraising

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@update-fundraising -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/update-fundraising

### add-company

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@add-company -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/add-company

### add-contact

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@add-contact -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/add-contact

### add-deal

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@add-deal -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/add-deal

### add-investor

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@add-investor -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/add-investor

### add-note

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@add-note -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/add-note

### carta-agm-deck-builder

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-agm-deck-builder -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-agm-deck-builder

### carta-brand-extraction

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-brand-extraction -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-brand-extraction

### carta-co-investors

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-co-investors -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-co-investors

### carta-compensation-app

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-compensation-app -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-compensation-app

### carta-compensation-benchmarks

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-compensation-benchmarks -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-compensation-benchmarks

### carta-compensation-rolematcher

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-compensation-rolematcher -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-compensation-rolematcher

### carta-compensation-scorecard

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-compensation-scorecard -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-compensation-scorecard

### carta-compliance-routing

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-compliance-routing -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-compliance-routing

### carta-consolidating-financial-reports

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-consolidating-financial-reports -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-consolidating-financial-reports

### carta-conversion-calculator

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-conversion-calculator -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-conversion-calculator

### carta-crm-home-build

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-crm-home-build -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/carta-crm-home-build

### carta-discover-commands

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-discover-commands -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-discover-commands

### carta-download-tearsheet

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-download-tearsheet -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-download-tearsheet

### carta-explore-data

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-explore-data -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/main/plugins/carta-investors/skills/carta-explore-data

### carta-fund-admin-requests

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-fund-admin-requests -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-fund-admin-requests

### carta-fund-forecasting

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-fund-forecasting -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/main/plugins/carta-investors/skills/carta-fund-forecasting

### carta-fund-modeling

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-fund-modeling -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-fund-modeling

### carta-grant-vesting

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-grant-vesting -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-grant-vesting

### carta-home-build

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-home-build -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-home-build

### carta-interaction-reference

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-interaction-reference -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-interaction-reference

### carta-interaction-reference-core

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-interaction-reference-core -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-interaction-reference-core

### carta-issuance

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-issuance -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-issuance

### carta-manco

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-manco -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-manco

### carta-market-benchmarks

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-market-benchmarks -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-market-benchmarks

### carta-portfolio-alerts

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-portfolio-alerts -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-portfolio-alerts

### carta-portfolio-analytics-routing

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-portfolio-analytics-routing -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-portfolio-analytics-routing

### carta-reporting

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-reporting -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-reporting

### carta-reporting-excel

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-reporting-excel -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-reporting-excel

### carta-reporting-markdown

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-reporting-markdown -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-reporting-markdown

### carta-round-history

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-round-history -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-round-history

### carta-spa-audit

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-spa-audit -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-spa-audit

### carta-valuation-history

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-valuation-history -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-valuation-history

### carta-waterfall-scenarios

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-waterfall-scenarios -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-waterfall-scenarios

### carta-witness-signatures

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-witness-signatures -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-witness-signatures

### carta-workhub-build

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@carta-workhub-build -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors/skills/carta-workhub-build

### deal-flow-analytics

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@deal-flow-analytics -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/deal-flow-analytics

### enrich-company

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@enrich-company -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/enrich-company

### get-angles

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@get-angles -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/get-angles

### home

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@home -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/home

### issuance-config

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@issuance-config -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-issuance/issuance-config

### issuance-import

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@issuance-import -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-issuance/issuance-import

### issuance-review

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@issuance-review -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-cap-table/skills/carta-issuance/issuance-review

### prepare-for-meeting

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@prepare-for-meeting -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/prepare-for-meeting

### search-companies

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@search-companies -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/search-companies

### search-contacts

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@search-contacts -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/search-contacts

### search-deals

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@search-deals -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/search-deals

### search-investors

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@search-investors -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/search-investors

### search-notes

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@search-notes -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/search-notes

### search-reports

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@search-reports -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/search-reports

### tutorial

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@tutorial -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/tutorial

### update-company

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@update-company -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/update-company

### update-contact

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@update-contact -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/update-contact

### update-deal

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@update-deal -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/update-deal

### update-investor

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@update-investor -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/update-investor

### update-note

Official Carta skill from carta/plugins.

Install:

```bash
npx skills add carta/plugins@update-note -y
```

Package: carta/plugins
Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-crm/skills/update-note

## carta/plugins package overview

Includes 63 official skills: add-fundraising, search-fundraisings, update-fundraising, add-company, add-contact, add-deal.

### Top skills in this package

- add-fundraising: Official Carta skill from carta/plugins.
- search-fundraisings: Official Carta skill from carta/plugins.
- update-fundraising: Official Carta skill from carta/plugins.
- add-company: Official Carta skill from carta/plugins.
- add-contact: Official Carta skill from carta/plugins.
- add-deal: Official Carta skill from carta/plugins.
- add-investor: Official Carta skill from carta/plugins.
- add-note: Official Carta skill from carta/plugins.

### Install

Install the full package:

```bash
npx skills add carta/plugins -y
```

Install a specific skill:

```bash
npx skills add carta/plugins@add-fundraising -y
```

Use the package when you want your agent to choose the relevant skill from this official repository.

Source: https://github.com/carta/plugins#readme