carta-investors

Name: carta-investors
Author: carta

carta ★ 14

The carta-investors plugin gives Claude access to Carta Investors data through an MCP server, providing 16 skills for querying fund metrics, performance benchmarks, regulatory reporting, and generating interactive dashboards for ManCo budgeting, fund modeling, and portfolio analytics. It enables read-and-write operations including Form ADV regulatory data, tearsheet generation, budget forecasting, and consolidating financial reports across entities.

Data & Analytics Integrations 💲 Carta free runs shell

Install

> /plugin marketplace add carta/plugins/tree/HEAD/plugins/carta-investors

> /plugin install carta-investors

Source: https://github.com/carta/plugins/tree/HEAD/plugins/carta-investors

What it's made of

2 commands · 16 skills · 7 hooks

Commands: 2
Agents: 0
Skills: 16
MCP servers: 0
Hooks: 7 · PostToolUse, PreToolUse, SessionStart, UserPromptSubmit

What it needs & plugs into

API keys: none
Paid services: Carta
External tools: dispatch.sh node
Talks to: nothing external detected

Facts extracted from the plugin's files. Prose generated by claude-haiku-4-5-20251001.

Is this your plugin?

Claim it to keep the card accurate and enter the weekly contest. Requires signing in as the GitHub owner (carta).