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carta-investors Claude Code Plugin

Author
Carta Engineering
Category
Productivity
Topics
Sales, Marketing & Business Ops · Payments & Fintech · Data Engineering & Analytics
First cataloged
2026-07-09 (UTC)
Explanation last updated
2026-09-03 (UTC)
Source (GitHub) last updated
2026-09-04 (UTC) (yesterday)

The explanation below is AI-generated. Please verify it against the sources.

This is a Claude Code plugin that connects Claude to Carta's investor and fund data through a dedicated MCP server. It bundles a set of skills covering data exploration, regulatory reporting, performance benchmarking, tearsheet generation, fund forecasting metrics, and a waterfall health dashboard for deal groups. It also includes budgeting skills that produce Excel workbooks (usable inside Claude for Excel or Claude Code/Cowork) for management-company budgets, consolidating profit-and-loss statements, and consolidating balance sheets. A separate fund-modeling skill launches a local interactive console for repricing portfolio companies, modeling exits, and planning reserves. Setup requires adding the Carta MCP server and completing OAuth authentication, and the plugin notes that it collects telemetry such as session context and plugin activity under Carta's privacy policy.

About the service

Carta is a platform used by investment firms to manage fund and investor data, including NAV, partner records, investment details, accounting entries, and regulatory filings such as Form ADV. The plugin accesses this data through Carta's MCP server rather than reimplementing it locally.

What you can do with carta-investors

  • Browse and query fund datasets such as NAV, partners, investments, and accounting records
  • Compare a fund's performance against peer benchmark cohorts
  • Generate tearsheet PDFs for individual portfolio companies or in bulk
  • Pull read-only fund forecasting metrics like TVPI, DPI, IRR, MOIC, NAV, and reserves
  • View a waterfall health dashboard across a firm's deal groups (internal-only)
  • Build or update management-company budgets and generate consolidating P&L and balance sheet workbooks in Excel
  • Launch a local interactive console for repricing companies, modeling exits, and planning reserves

Sources

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