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carta-investors Claude Code Plugin

Author
Carta Engineering
Category
Productivity
Topics
Payments & Fintech · Sales, Marketing & Business Ops · Data Engineering & Analytics
First cataloged
2026-07-09 (UTC)
Explanation last updated
2026-10-15 (UTC)
Source (GitHub) last updated
2026-10-15 (UTC) (today)

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

This plugin is a Claude Code (and Claude for Excel) extension that connects Claude to Carta's investor-data platform through Carta's own MCP server. It bundles a set of skills letting Claude query fund metrics such as NAV and TVPI, pull regulatory filings like Form ADV, compare fund performance against benchmark cohorts, and generate reports such as tearsheets, loan dashboards, partner rollforwards, and management-company financials. Several skills build accountant-ready Excel budgets or consolidating financial statements, while others launch interactive local dashboards for fund modeling and portfolio analytics. Using it requires installing the plugin and authenticating to the Carta MCP server via OAuth. The plugin also sends telemetry data, including session context and usage activity, back to Carta for reliability purposes.

About the service

Carta is referenced as an investor and fund-management data platform that exposes fund, accounting, and portfolio information through its own MCP server; this plugin acts as the bridge that lets Claude query and act on that data once a user authenticates to the Carta service.

What you can do with carta-investors

  • Browse and query Carta datasets covering NAV, partners, investments, and accounting records
  • Retrieve Form ADV Schedule D regulatory data at the firm level
  • Compare a fund's performance (IRR, MOIC, TVPI, DPI) against peer benchmark cohorts
  • Generate single or bulk tearsheet PDFs for portfolio companies
  • View live dashboards for loan portfolios, partner capital rollforwards, and management-company P&L
  • Build or refresh Excel budgets from prior-year actuals and model what-if scenarios
  • Produce multi-entity consolidating P&L, balance sheet, and trial balance reports
  • Launch interactive fund-modeling and portfolio-analytics consoles for a given firm

Sources

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