carta-investors Claude Code Plugin
Claude Code PluginClaude CodeProductivitySales, Marketing & Business OpsPayments & FintechData Engineering & AnalyticsThe explanation below is AI-generated. Please verify it against the sources.
The carta-investors plugin connects Claude Code to Carta's investor data platform through Carta's hosted MCP server. It adds a set of skills for browsing fund metrics, regulatory filings, performance benchmark comparisons, tearsheet PDF generation, and Excel-based budgeting or consolidated financial statements. It also provides an interactive local fund-modeling application for repricing portfolio companies and planning reserves. Using the plugin requires OAuth authentication with the Carta MCP server after installation. According to the README, the plugin also sends telemetry about session context and usage back to Carta.
About the service
Carta is a platform used by investment firms to manage fund, cap table, and investor data. This plugin exposes that data to Claude through an authenticated, remotely hosted MCP server rather than local files.
What you can do with carta-investors
- Query fund data such as NAV, partner records, investments, and accounting entries
- Look up Form ADV Schedule D regulatory information at the firm level
- Compare a fund's performance against peer benchmark cohorts
- Generate tearsheet PDFs for portfolio companies individually or in bulk
- Check fund KPIs such as TVPI, DPI, IRR, and MOIC through the Fund Forecasting skill
- Build or update management-company budgets in Excel, including what-if scenario modeling
- Produce consolidated profit-and-loss and balance sheet workbooks across multiple entities
- Run a local interactive app to model exits, reprice companies, and plan reserves