Carta agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real Carta work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Carta

Connect Carta once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Carta skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing9 Carta tools

Use the Carta connector safely with AI

Confirms who is signed in and which Carta account and context are active before any analysis, and reports sign-in or permission limits plainly. It asks before switching accounts or contexts.

Use it when

You have just connected Carta and want to check the setup works
You are not sure which company or cap table the connector is reading
A Carta answer looks wrong and you need to confirm which context it came from

Tools it uses

get_current_user
list_accounts
list_contexts
set_context
welcome
discover
fetch
cap_table_chart
cap_table_healthcheck

Example

Which Carta account and context are active right now, and can you confirm it before we look at anything?

You are signed in as j.morales@northwind.example. The active account is Northwind Holdings with the Series B context. I checked this with the account list and context list. Two other contexts are available, Series A and Option Plan 2024. Say the word if you want me to switch to one of them.

Use in RevampKeyRead the full skill →

Asks before writing4 Carta tools

Review your Carta cap table chart with AI

Walks through your cap table by holder class and flags what needs a human look. It only reads data and never changes anything in Carta.

Use it when

Before a board or investor meeting, when you need a clear ownership summary
When someone asks who owns what and how the company is split
When you want a read-only overview before running a deeper data check

Tools it uses

cap_table_chart
get_current_user
list_contexts
set_context

Example

Walk me through our cap table chart and tell me how ownership splits by class.

Here is the walkthrough for Acme Labs, as of 31 March, shown on a fully diluted basis. Common stock makes up 62.0% of the total, and the Series A preferred makes up 28.5%. Your largest holder has 18.0%. Two items need a look: the convertible note terms are not shown in the chart, and one holder has no class recorded. No records were changed.

Use in RevampKeyRead the full skill →

Asks before writing5 Carta tools

Check your Carta cap table before a financing or audit

Runs the Carta cap table healthcheck for your confirmed company and ranks what it finds by how much each issue would slow a deal or audit. It reports only what the check returns and changes nothing in your records.

Use it when

Before a Series A or later financing, to find what diligence will catch
When preparing for an audit and you want the cap table checked first
When you suspect duplicate holders or mismatched share counts and want them listed

Tools it uses

get_current_user
list_accounts
list_contexts
set_context
cap_table_healthcheck

Example

Run a healthcheck on our Carta cap table and tell me what to fix before the term sheet.

Checked Acme Holdings (Series A cap table). The healthcheck returned 6 findings. Blocks a close (2): two option grants lack a board approval date, and one holder appears under two records. Fix before diligence (3): missing vesting schedules on three grants, plus two holders without addresses. Housekeeping (1): an unused draft template. Not covered: the check does not compare these records against your signed charter or stock purchase agreements.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect Carta, updates them for you and removes them when you disconnect.

Download RevampKey

How Carta skills work

Connect Carta
The Carta MCP server gives the agent its tools.
Ask in plain words
“Walk me through our cap table chart and tell me how ownership splits by class.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Carta skills

In RevampKey the skills install themselves when you connect Carta. In other tools each skill is one folder with a SKILL.md file, and you also need the Carta MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Carta. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Walk me through our cap table chart and tell me how ownership splits by class.”
Download RevampKeyConnect Carta · 1 click
Get RevampKey to connect Carta
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Carta is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials cap-table-chart-review cap-table-health-check; do curl -fsSL --create-dirs -o .claude/skills/carta-$s/SKILL.md https://revampkey.com/marketplace/carta/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Carta MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials cap-table-chart-review cap-table-health-check; do
  curl -fsSL --create-dirs -o .claude/skills/carta-$s/SKILL.md https://revampkey.com/marketplace/carta/skills/$s/SKILL.md
done

Ask in plain language, for example “Walk me through our cap table chart and tell me how ownership splits by class.”

Into the shared .agents/skills folder

Connect the Carta MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials cap-table-chart-review cap-table-health-check; do
  curl -fsSL --create-dirs -o .agents/skills/carta-$s/SKILL.md https://revampkey.com/marketplace/carta/skills/$s/SKILL.md
done

Ask in plain language, for example “Walk me through our cap table chart and tell me how ownership splits by class.”

Into the shared .agents/skills folder

Connect the Carta MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials cap-table-chart-review cap-table-health-check; do
  curl -fsSL --create-dirs -o .agents/skills/carta-$s/SKILL.md https://revampkey.com/marketplace/carta/skills/$s/SKILL.md
done

Ask in plain language, for example “Walk me through our cap table chart and tell me how ownership splits by class.”

Into the shared .agents/skills folder

Connect the Carta MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials cap-table-chart-review cap-table-health-check; do
  curl -fsSL --create-dirs -o .agents/skills/carta-$s/SKILL.md https://revampkey.com/marketplace/carta/skills/$s/SKILL.md
done

Ask in plain language, for example “Walk me through our cap table chart and tell me how ownership splits by class.”

RevampKey or copy the files?

In RevampKey

One click when you connect Carta
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Carta MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Carta skills FAQ

What is a Carta agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Carta skill describes one job, which Carta tools to use in which order, what to check first and when to stop and ask you.

Do the Carta skills change anything on their own?

The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Carta.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Carta; elsewhere you copy the folders into your project or skills directory.

Do I need the Carta MCP server too?

Yes. The skills tell the agent how to do the work; the Carta MCP server gives it the tools to do it. The Carta MCP setup guide covers every client.

Carta MCP server setup · This page as Markdown

Put Carta’s best workflows in your agent

Download RevampKey, connect Carta and ask your first question in about a minute.

Download RevampKey Connect Carta · 1 click

All 3 Carta skills

Use the Carta connector safely with AI

Use it when

Tools it uses

Review your Carta cap table chart with AI

Use it when

Tools it uses

Check your Carta cap table before a financing or audit

Use it when

Tools it uses

Get all 3 without copying a file

How Carta skills work

How to install Carta skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Carta skills FAQ

Put Carta’s best workflows in your agent

Skills for related tools