carta-reporting
Skill from carta/plugins
Install
npx skills add carta/plugins --skill carta-reporting
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-cap-table@carta-plugins
This skill is part of the plugin “carta-cap-table”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the carta-reporting skill do?
Description from the SKILL.md in the source repository.
Questions about carta-reporting
What does the carta-reporting skill do?
Build a custom cap table report as a table, Excel file or interactive page. Covers filtered, sorted or multi-column tables of grants, vesting schedules of all grants ("show me vesting schedules" with no person named), stakeholders, securities, SAFEs, convertible notes, preferred holders, liquidation seniority, and rights & preferences for one company, delivered as an interactive artifact, markdown or Excel. Also handles any request starting with "Generate Carta Excel —" (the artifact prompt bar payload). For a single fact or a short answer (one holder's ownership, the largest grants, one stakeholder), use carta-cap-table. Defers to specialized skills for: SAFE/note conversion math, voting rights, issuance, editing or cancelling a security (carta-manage-securities), per-stakeholder vesting detail (use carta-grant-vesting for "How much has [name] vested?"), and round history lookup (use carta-round-history for "What was our Series B round?"). Not for cross-portfolio data.
How do I install carta-reporting?
In a terminal: npx skills add carta/plugins --skill carta-reporting. 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-reporting?
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-reporting 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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No description in the SKILL.md.
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飞书云文档（Docx / Wiki）内容操作：读取、创建、编辑文档，插入或下载图片附件，以及操作思维笔记。用户提供文档 URL/token（包括 doubao.com 的 /docx/、/wiki/）时使用；按 URL 路径/token 而非域名路由；`/page/<token>` 是妙搭应用，非飞书云文档。文档内嵌资源按读取参考中的统一规则分流。独立评论操作走 lark-drive；随正文读取评论使用 docs +fetch。表格或 Base 内部数据操作不在本 skill。
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Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both.