carta-cap-table Plugin
Plugin Claude Code Productivity Sales, Marketing & Business OpsClaude Code Customization & WorkflowPayments & FintechThe explanation below is AI-generated. Please verify it against the sources.
carta-cap-table is a Claude Code plugin that gives Claude access to Carta cap table data, according to its README. It does not contain the data server itself; instead it provides skills and hooks that teach Claude how to effectively use the separate Carta MCP server (hosted in the carta-mcp repository) for tasks like querying cap tables, modeling rounds, and detecting portfolio alerts. Access is authenticated via a two-leg OAuth redirect flow: Claude opens a browser to the MCP server's /authorize endpoint, the user logs in via Carta's login page, and Carta redirects back with an auth code exchanged for a bearer token used on every MCP tool call. The plugin is installed via the /plugin marketplace command or an install script in the cap-table-scaffold plugin, followed by restarting Claude Code and running /mcp to complete authentication. A dedicated test suite can be run via /cap-table-scaffold:test, which requires a running and authenticated carta-local MCP server.
Overview
Carta is referenced as the source of the cap table data (via carta.com) and operates the Carta MCP server (in the carta-mcp repository) that this plugin's skills are built to query; the README does not otherwise describe Carta's broader product beyond this integration.
What you can do with carta-cap-table
- Query cap table data such as ownership breakdowns, stakeholders, and outstanding SAFEs for a company
- Check when a company's 409A valuation expires and view valuation history (carta-valuation-history)
- Detect red flags and time-sensitive portfolio issues (carta-portfolio-alerts)
- Display grants, preferred holders, liquidation seniority, notes, and round history (carta-reporting, carta-round-history)
- View vesting schedules for specific option grants (carta-grant-vesting)
- Calculate SAFE/note conversion into equity (carta-conversion-calculator)
- Determine the minimum stockholder coalition needed to pass a charter amendment or vote (carta-voting-rights-optimizer)
- Check status of witness and spousal-consent signature requests (carta-witness-signatures)
- Surface time-based business-development triggers across a portfolio (carta-client-triggers)
- View compensation benchmarks and classify job titles into the CTC taxonomy (carta-compensation-benchmarks, carta-compensation-rolematcher)
- Issue certificates and option grants, or amend already-issued certificates and grants (carta-issuance, carta-modify-issuables)
- Get explanations of fields/columns in Carta reports (carta-field-definitions) or find the right MCP command when unsure (carta-discover-commands)
Sources
Original description (English)
Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more
History of carta-cap-table
- Plugin Updated Repository of carta-cap-table (https://github.com/carta/plugins/tree/193e1a48b45599aa7d1d371d1d8c70e5ad20b13a/plugins/carta-cap-table → https://github.com/carta/plugins/tree/660e3f601f3d15bcc827f56aa36e140ce4f95e0d/plugins/carta-cap-table)
- Plugin Updated Repository of carta-cap-table (https://github.com/carta/plugins/tree/d080ce1dde482205483fca193f6a7a4d535d3e6c/plugins/carta-cap-table → https://github.com/carta/plugins/tree/193e1a48b45599aa7d1d371d1d8c70e5ad20b13a/plugins/carta-cap-table)
- Plugin Added carta-cap-table