# Carta Investors

Claude Code plugin that gives Claude access to Carta Investors data.

## How it works

This plugin provides **skills** that teach Claude how to query fund metrics, regulatory reporting, performance benchmarks, and more via the Carta MCP server at `https://mcp.app.carta.com/mcp`.

## Installation

Install from the marketplace via `/plugin`, or add the Carta MCP server manually:

```bash
claude mcp add --transport http carta https://mcp.app.carta.com/mcp
claude plugin marketplace add carta/plugins
claude plugin install carta-investors
```

After installing, restart Claude Code and run `/mcp` to complete OAuth authentication.

### Try it out

- "What datasets are available in Carta?"
- "Show me NAV and TVPI for all my funds"
- "Pull our Form ADV data for 2025"
- "How does Fund I compare to its benchmark?"
- "What journal entries were posted last quarter?"

## Skills

| Skill | Description |
|-------|-------------|
| `carta-explore-data` | Query and explore investors data — NAV, partners, investments, accounting |
| `carta-form-adv` | Form ADV Schedule D regulatory data and firm rollup |
| `carta-performance-benchmarks` | Compare fund performance against peer benchmark cohorts |
| `carta-download-tearsheet` | Generate tearsheet PDFs for one or more portcos — single PDF preview or bulk ZIP download |

## MCP Tools

The Carta MCP server exposes these data warehouse tools:

| Tool | Description |
|------|-------------|
| `list_tables` | Browse available datasets with descriptions and record counts |
| `describe_table` | Get column names, types, and descriptions for a specific table |
| `execute_query` | Run a read-only SELECT query against the data warehouse |
| `list_contexts` | See which firms you have access to |
| `set_context` | Switch to a different firm |
