Carta Investors
Fund CFOs rebuild the same reports, models and decks every cycle out of screen-by-screen exports. This plugin gives Claude Code fourteen write-capable skills against the Carta MCP server — NAV and benchmark queries, budget creation and scenarios, consolidating P&L and balance sheets, fund forecasting, compliance routing, tearsheet downloads, and AGM deck generation.
Third-party, by Carta
July 31, 2026
Install the plugin
Plugins install through Claude Code’s plugin marketplace. Two commands, no files to place by hand.
- 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
Install the plugin
Installs this plugin and everything it bundles. Restart Claude Code afterwards so it picks the new skills up.
/plugin install carta-investors@knowledge-work-plugins
Carta publishes this plugin, and Anthropic distributes it in the
knowledge-work-plugins marketplace. We list it here because fund reporting is
a job 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: fund CFOs and investor teams answering questions about NAV, benchmarks, budgets, Form ADV or AGM decks pull data screen-by-screen from the Carta app and rebuild the reports, models and decks by hand every cycle.
Worth flagging before you install: Carta describes these skills as write-capable. They do not only read fund data, they update it, which is a different risk posture than a read-only connector. Read the source at the pinned commit and decide for yourself.
The skills it ships
- carta-agm-deck-builder
- carta-brand-extraction
- carta-budget-analysis
- carta-budget-scenarios
- carta-compliance-routing
- carta-consolidating-balance-sheet
- carta-consolidating-pnl
- carta-create-budget
- carta-download-tearsheet
- carta-explore-data
- carta-fetch-actuals
- carta-fetch-budget
- carta-fund-forecasting
- carta-portfolio-analytics-routing
MCP connectors it declares
Carta's hosted MCP server. These skills are write-capable — they update fund data through this connector, not just read it — so it must be connected and authorized against your Carta account first.
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