carta-data-collection
Skill from carta/plugins
Install
npx skills add carta/plugins --skill carta-data-collection
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-investors@carta-plugins
This skill is part of the plugin “carta-investors”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the carta-data-collection skill do?
Description from the SKILL.md in the source repository.
Questions about carta-data-collection
What does the carta-data-collection skill do?
Data collection for an investment firm's portfolio companies — asking them for financials, KPIs and documents, and managing what has been asked. TRIGGER on data collection, collecting financials or KPIs, requesting or chasing portfolio company reporting, or a company's reporting setup — including the roster ("which companies do I collect from"), a send ("send this period's requests"), a schedule ("collect financials every quarter"), standing requirements ("always ask Meetly for a board deck"), changes to either ("push back the due date", "stop the recurring requests"), the fiscal year ("why does Q1 cover the wrong months"), status ("who has not sent their numbers", "who is overdue", "what came in"), reminders ("follow up on those"), reopening an answered request ("let Meetly resubmit"), metrics of the firm's own ("collect monthly active users"), document types of the firm's own ("ask for an insurance certificate"), and contacts — who is asked for the data and who is copied ("add Dana to these companies").
How do I install carta-data-collection?
In a terminal: npx skills add carta/plugins --skill carta-data-collection. 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 carta-data-collection?
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 carta-data-collection 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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