carta-investors Plugin
Plugin Claude Code Productivity Sales, Marketing & Business OpsData Engineering & AnalyticsDocuments & Content CreationThe explanation below is AI-generated. Please verify it against the sources.
Carta Investors is a Claude Code plugin that connects Claude to Carta's Investors data through the Carta MCP server (). According to the README, it provides skills for querying fund metrics, regulatory (Form ADV) reporting, performance benchmarking, tearsheet generation, fund forecasting, and Excel-based budgeting. Installation is done via the plugin marketplace or by manually adding the Carta MCP server, followed by OAuth authentication through the /mcp command. Budgeting skills produce Excel workbooks and run either inside Claude for Excel (output lands in the open workbook) or Claude Code / Cowork (output lands in a local .xlsx file). The underlying MCP server also exposes generic data-warehouse tools such as list_tables, describe_table, execute_query, list_contexts, and set_context.
Overview
Carta is the source system providing investor, fund, and accounting data, accessed here through its MCP server; this item itself is a Claude Code plugin (skills package) that lets Claude query and act on that Carta data rather than a standalone SaaS product.
What you can do with carta-investors
- Query and explore investor data such as NAV, partners, investments, and accounting records via carta-explore-data
- Retrieve Form ADV Schedule D regulatory data and firm rollups via carta-form-adv
- Compare fund performance against peer benchmark cohorts via carta-performance-benchmarks
- Generate tearsheet PDFs for one or more portfolio companies (single preview or bulk ZIP) via carta-download-tearsheet
- View read-only Fund Forecasting data (TVPI, DPI, IRR, MOIC, NAV, reserves) via carta-fund-forecasting (internal-only)
- Build a new fund or ManCo budget workbook from Carta prior-year actuals via carta-create-budget
- Pull an existing ManCo budget from Carta into Excel via carta-fetch-budget
- Refresh actuals on an existing budget in various layouts via carta-fetch-actuals
- Compare YTD actuals against a budget and analyze pacing via carta-budget-analysis
- Model what-if trim or growth scenarios on a budget via carta-budget-scenarios
- Generate a firm-wide consolidating P&L for a given month via carta-consolidating-pnl
- Generate a consolidating Balance Sheet for a given month via carta-consolidating-balance-sheet
- Browse and inspect underlying datasets directly via the MCP tools list_tables, describe_table, execute_query, list_contexts, and set_context
Sources
Original description (English)
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.