Carta Cap Table

Answering a cap table question normally means clicking through Carta's web reports one screen at a time and re-assembling the numbers by hand. This plugin puts sixteen skills behind the Carta MCP server so you can ask for grants, stakeholders, SAFEs, 409A expiry, round history, or a waterfall scenario in one sentence and get the assembled answer back.

Third-party, by Carta

July 31, 2026

Install

Install the plugin

Plugins install through Claude Code’s plugin marketplace. Two commands, no files to place by hand.

  1. 1

    Add the marketplace

    Run this once in Claude Code. It registers the marketplace this plugin installs from (knowledge-work-plugins), so every plugin in it becomes installable.

    /plugin marketplace add anthropics/knowledge-work-plugins
  2. 2

    Install the plugin

    Installs this plugin and everything it bundles. Restart Claude Code afterwards so it picks the new skills up.

    /plugin install carta-cap-table@knowledge-work-plugins

Carta publishes this plugin, and Anthropic distributes it in the knowledge-work-plugins marketplace. We list it here because cap table work is one of the jobs people come to this catalog looking for — we did not write it and have not reviewed it.

The problem it goes after, in Carta’s own framing: answering cap table questions — grants, stakeholders, SAFEs, 409A expiry, waterfall scenarios — means clicking through Carta’s web reports one screen at a time and re-assembling the data by hand.

Every skill in it talks to Carta’s hosted MCP server, so the plugin is only useful once that connector is authorized against your Carta account. Beyond the straight lookups, the set covers compensation benchmarking and role matching, conversion math, round and valuation history, and report generation into Markdown or Excel.

The skills it ships

  • carta-compensation-benchmarks
  • carta-compensation-rolematcher
  • carta-compensation-scorecard
  • carta-conversion-calculator
  • carta-discover-commands
  • carta-grant-vesting
  • carta-interaction-reference
  • carta-market-benchmarks
  • carta-portfolio-alerts
  • carta-reporting
  • carta-reporting-excel
  • carta-reporting-markdown
  • carta-round-history
  • carta-valuation-history
  • carta-waterfall-scenarios
  • carta-witness-signatures

MCP connectors it declares

carta (opens in new tab)See the carta connector page

Carta's hosted MCP server. The plugin's skills read cap table, grant, valuation and compensation data through it, so the plugin does nothing until it is connected and authorized against your Carta account.

View config snippet
# Carta hosts this MCP server — nothing to install locally.
# Add the endpoint to your MCP client, then authorize via OAuth.
claude mcp add carta --transport http https://mcp.app.carta.com/mcp