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

通过查询 Carta 数据仓库并格式化结果，回答 Carta Web / Fund Admin 投资者数据问题。

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

按 ID 或名称部分更新 Carta CRM 中已有的投资人记录。

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

在 Carta CRM 中部分更新现有交易记录，仅修改用户指定的字段。

View Pdf

anthropics

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在交互式查看器中打开 PDF，用于批注、填写表单和放置可视化签名。

Wiki Ado Convert

microsoft

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生成一个 Node.js 脚本，将 VitePress/GFM markdown 转换为兼容 Azure DevOps Wiki 的 markdown 副本。

Pdf

openai

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读取、创建并目视检查 PDF 文件，将页面渲染为图像，并使用 Python 库进行生成与提取。

Esign Field Placement

affaan-m

以书面工作流约定，用数值坐标在浏览器签署器中放置电子签名字段，默认存为草稿并设操作员闸门。

Visa Doc Translate

affaan-m

将签证申请文件图片翻译成英文，并生成包含原图与译文的双语 PDF。

Google Workspace Ops

affaan-m

操作 Google Workspace 的文档、表格、幻灯片和云端硬盘资源：查找、检查、编辑并清理共享文件。