# Carta agent skills for Claude Code, Cursor and RevampKey

> Ready-made Carta playbooks for AI agents: review your Carta cap table chart with AI, check your Carta cap table before a financing or audit. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Carta connector safely with AI](https://revampkey.com/marketplace/carta/skills/essentials.md): 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.
- [Review your Carta cap table chart with AI](https://revampkey.com/marketplace/carta/skills/cap-table-chart-review.md): 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.
- [Check your Carta cap table before a financing or audit](https://revampkey.com/marketplace/carta/skills/cap-table-health-check.md): 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.

## Install

- RevampKey: connect Carta at https://revampkey.com/marketplace/carta; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/carta.md