carta-investors

Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.

Install

If the official marketplace isn’t added yet, run

Category: Productivity
Author: Carta Engineering
GitHub: carta/plugins
Website: carta.com

Good for

Query Carta fund admin data such as NAV, performance and allocations
Check performance benchmarks and prepare regulatory reporting
Generate AGM decks
Extract brand elements for decks

Getting started

Run /plugin install carta-investors@claude-plugins-official
Follow the setup guide on the Carta Developer Platform website to connect
Ask Claude to query investor data or build an AGM deck

Before you install

It works through the Carta MCP Server; installation and support docs are on the Carta Developer Platform website.

Summarized by AI from the project docs; check the official docs before relying on it.

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