How to use the Carta Reporting skill
Carta Reporting is a skill within the Carta Cap Table plugin that lets you generate, filter, and export Carta equity reports in any MCP-compatible AI client.
You can also combine Carta data with external information you bring into the conversation, such as a PDF, a spreadsheet, or pasted data from any other source. Your AI client will incorporate it into the same report and Excel export.
Select an option below to learn more.