prepare-for-meeting
Skill from carta/plugins
Install
npx skills add carta/plugins --skill prepare-for-meeting
Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.
As a Claude Code plugin
/plugin marketplace add anthropics/claude-plugins-official
/plugin install carta-crm@carta-plugins
This skill is part of the plugin “carta-crm”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the prepare-for-meeting skill do?
Description from the SKILL.md in the source repository.
Questions about prepare-for-meeting
What does the prepare-for-meeting skill do?
Builds a one-page tear sheet for the next upcoming meeting with a counterparty. Every fact about the people, the firm and the deals comes from the CRM. The one exception is a single line about the venue, written only when the invite names a place. Use this skill when the user says things like "prepare me for my meeting", "meeting brief", "brief me for this meeting", "prep for upcoming meeting", "what do I need to know before my call with [company]", or "/prepare-for-meeting". Compiles the invitees and their interaction history, the organization's notes and relationship status, and related deal, investor, fundraising or company context. Briefs exactly one meeting — the next one; not an agenda view.
How do I install prepare-for-meeting?
In a terminal: npx skills add carta/plugins --skill prepare-for-meeting. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.
Which agents can use prepare-for-meeting?
Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.
Is prepare-for-meeting safe to use?
Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.
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