Carta Download Tearsheet

Carta Fund Admin Requests

carta

Send work to your Carta Fund Admin team and track it. Opens a request the team reads, acts on, and replies to — the off-ramp for anything no other Carta skill or command can do. TRIGGER: "ask Carta to", "have Carta do", "send this to my fund admin", "ask my fund admin team", "can Carta do this for me", "check on my request", "did Carta reply", "what requests do I have open", "reply to Carta", "follow up on my request", plus ANY action request (create/change/send/restate/reconcile/split/fix) that no other skill or Carta command covers. NOT FOR: reporting a bug or feature request about this plugin (call fa:create:feedback directly); questions answerable from Carta data (use carta-explore-data); capital call reminders to LPs (that is a Carta command, not a Fund Admin request).

Carta Explore Data

carta

Answers Carta Web / Fund Admin investor data questions by querying the Carta data warehouse and formatting results.

Update Note

carta

Searches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP — notes/comments are attached to deals and updated via the update-deal skill.

Update Investor

carta

Partially updates an existing investor record in the Carta CRM by ID or name.

Update Fundraising

carta

Updates an existing fundraising record in the Carta CRM. Use this skill when the user says things like "update a fundraising", "edit fundraising", "update fundraising details", "change fundraising stage", "update fundraising fields", or "/update-fundraising". Accepts a fundraising ID or name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.

Update Deal

carta

Partially updates an existing deal record in the Carta CRM, changing only the fields the user specifies.

Wiki Ado Convert

microsoft

Featured

Generates a Node.js script that converts VitePress/GFM markdown into Azure DevOps Wiki-compatible markdown copies.

Pdf

openai

Featured

Reads, creates, and visually reviews PDF files, rendering pages to images and using Python libraries for generation and extraction.

Recipe Sync Contacts To Sheet

googleworkspace

Exports a Google Contacts directory into a Google Sheets spreadsheet as rows of names, emails and phone numbers.

Recipe Save Email To Doc

googleworkspace

Saves a Gmail message body into a Google Doc for archival or reference.

Recipe Generate Report From Sheet

googleworkspace

Reads data from a Google Sheet and produces a formatted Google Docs report, then shares it with stakeholders.

Recipe Create Presentation

googleworkspace

Creates a new Google Slides presentation and adds initial slides via the gws CLI.