### List Installed Plugins (Claude CLI)

Source: https://docs.carta.com/api-platform/docs/claude-plugins-setup

Lists all installed plugins. Use this to confirm the Carta plugins have been successfully installed.

```bash
claude plugin list
```

--------------------------------

### Install Dependencies

Source: https://docs.carta.com/api-platform/docs/sample-app

Install the Flask and Requests libraries required for the application.

```console
pip install flask requests
```

--------------------------------

### Run Flask Application

Source: https://docs.carta.com/api-platform/docs/sample-app

Execute the Flask application script to start the development server.

```console
python3 app.py
```

--------------------------------

### Install Carta Plugins via Claude CLI

Source: https://docs.carta.com/api-platform/docs/claude-plugins-setup

Use these commands to install the Carta Cap Table, Investors, and CRM plugins directly through the Claude command-line interface. The `/reload-plugins` command is necessary after installation.

```bash
/plugin install carta-cap-table
/plugin install carta-investors
/plugin install carta-crm
/reload-plugins
```

--------------------------------

### View Deals in a Specific Stage

Source: https://docs.carta.com/api-platform/docs/carta-crm

Example query to retrieve and display deals currently in a specified stage, along with their key details.

```natural_language
Show me all deals currently in term sheet stage.
```

--------------------------------

### Install Snowflake Python Connector and Cryptography

Source: https://docs.carta.com/api-platform/docs/access-cartas-snowflake-service-account

Install the required Python libraries for connecting to Snowflake and handling cryptographic keys.

```bash
pip install snowflake-connector-python cryptography

```

--------------------------------

### Install and Manage Carta Plugins via CLI

Source: https://docs.carta.com/api-platform/docs/claude-plugins-setup

Use these commands in Claude Code (CLI) to add the Carta plugin marketplace, install specific Carta plugins, and reload your plugins.

```bash
/plugin marketplace add carta/plugins
/plugin install carta-cap-table
/plugin install carta-investors
/plugin install carta-crm
/reload-plugins
```

--------------------------------

### Create a New Deal

Source: https://docs.carta.com/api-platform/docs/carta-crm

Example query to create a new deal for a company in a specific stage. Claude will use your defined pipeline stages.

```natural_language
Create a deal for Acme Corp in the sourcing stage.
```

--------------------------------

### Update Deal Stage and Add Note

Source: https://docs.carta.com/api-platform/docs/carta-crm

Example query to move a deal to a new stage and add a note. Claude will update the deal and create a linked note.

```natural_language
Move the Acme Corp deal to due diligence and add a note about our intro call.
```

--------------------------------

### Discover and Add New Portfolio Companies

Source: https://docs.carta.com/api-platform/docs/carta-crm

Example query to fetch portfolio companies from a website and add any not already present in the CRM.

```natural_language
Get the portfolio companies from a16z.com and add the ones not already in the CRM.
```

--------------------------------

### Search for Investors by Industry

Source: https://docs.carta.com/api-platform/docs/carta-crm

Example query to find all investor records matching a specific industry.

```natural_language
Find all fintech investors in the CRM.
```

--------------------------------

### Add a New Investor Record

Source: https://docs.carta.com/api-platform/docs/carta-crm

Example query to add a new investor to the CRM. Claude will create the record and return its ID.

```natural_language
Add Andreessen Horowitz to the CRM as an investor. Their website is a16z.com.
```

--------------------------------

### Example 409A Expiration Query

Source: https://docs.carta.com/api-platform/docs/carta-cap-table

Query to check the expiration dates of 409A valuations for portfolio companies. Claude will flag valuations that are expiring soon and suggest if refreshes are necessary.

```natural_language
When do the 409As expire for my portfolio companies?
```

--------------------------------

### Example Cap Table Query

Source: https://docs.carta.com/api-platform/docs/carta-cap-table

Query to retrieve the current cap table for a specific company, including all shareholders and their ownership percentages. Claude returns a structured breakdown of shares, shareholders, and total ownership.

```natural_language
Show me the current cap table for Acme Inc with all shareholders and their ownership percentages.
```

--------------------------------

### Example SAFE Terms Query

Source: https://docs.carta.com/api-platform/docs/carta-cap-table

Query to list all SAFEs for a given company and summarize their terms. Claude will return details such as valuation caps, discount rates, pro-rata rights, and MFN status for each SAFE.

```natural_language
List all SAFEs for StartupXYZ and summarize their terms.
```

--------------------------------

### Update Carta Plugins (Existing Install)

Source: https://docs.carta.com/api-platform/docs/claude-plugins-setup

Fetches the latest changes from the Carta plugins repository and resets your local installation to the main branch. Use this to refresh an existing install.

```bash
cd ~/.claude/plugins/marketplaces/carta-plugins && git fetch origin && git reset --hard origin/main
```

--------------------------------

### List Available Marketplaces (Claude CLI)

Source: https://docs.carta.com/api-platform/docs/claude-plugins-setup

Lists all connected GitHub marketplaces. Use this to verify the Carta marketplace is added.

```bash
claude plugin marketplace list
```

--------------------------------

### Create Basic Flask Application

Source: https://docs.carta.com/api-platform/docs/sample-app

Initialize a Flask application with a secret key and a simple index route.

```python
from flask import Flask

app = Flask(__name__)
app.secret_key = "<SECRET>"

@app.get("/")
def index():
    return "Hello!"

if __name__ == "__main__":
    app.run()
```

--------------------------------

### Get Open Cap Table

Source: https://docs.carta.com/api-platform/docs/submitting-ocf-files

Retrieves information about a specific OCF submission using its UUID.

```APIDOC
## GET /v1alpha1/openCapTables/{openCapTableId}

### Description
Fetches the status and details of a previously submitted Open Cap Table Format (OCF) package.

### Method
GET

### Endpoint
/v1alpha1/openCapTables/{openCapTableId}

### Parameters
#### Path Parameters
- **openCapTableId** (UUID) - Required - The identifier of the submission package to retrieve.

### Response
#### Success Response (200)
- **id** (UUID) - The identifier of the submission package.
- **createTime** (string) - When the package was submitted.
- **completeTime** (string) - When processing completed.
- **state** (string) - The status of the package (e.g., PROCESSING, SUCCEEDED, FAILED).
- **details** (object) - Additional information about the package's importation and processing.

#### Response Example
{
  "id": "a1b2c3d4-e5f6-7890-1234-567890abcdef",
  "createTime": "2023-10-27T10:00:00Z",
  "completeTime": "2023-10-27T10:05:00Z",
  "state": "SUCCEEDED",
  "details": {
    "message": "Successfully processed 123 securities."
  }
}
```

--------------------------------

### Example Portfolio Benchmark Query

Source: https://docs.carta.com/api-platform/docs/carta-cap-table

Query to retrieve portfolio benchmarks, such as typical option pool sizes and SAFE discount rates for companies at a specific stage (e.g., Series A). Claude analyzes the user's portfolio to identify patterns and trends.

```natural_language
Show me portfolio benchmarks: what's the typical option pool size and SAFE discount for a Series A company?
```

--------------------------------

### Update Company Website

Source: https://docs.carta.com/api-platform/docs/carta-crm

Example query to locate a company record and update a specific field, such as its website.

```natural_language
Update Benchmark's website to benchcap.com.
```

--------------------------------

### Clone Carta Plugins Marketplace (First-time Install)

Source: https://docs.carta.com/api-platform/docs/claude-plugins-setup

Clones the Carta plugins repository directly into your local Claude plugins directory. Use this as a workaround if your organization's GitHub marketplace conflicts with the Carta marketplace.

```bash
mkdir -p ~/.claude/plugins/marketplaces && git clone git@github.com:carta/plugins.git ~/.claude/plugins/marketplaces/carta-plugins
```

--------------------------------

### Reload Plugins (Claude CLI)

Source: https://docs.carta.com/api-platform/docs/claude-plugins-setup

Reloads all plugins. Use this command if plugins are not appearing or not working after installation or updates.

```bash
/reload-plugins
```

--------------------------------

### Example Capitalization Table API Request

Source: https://docs.carta.com/api-platform/docs/calculating-cap-table-percentages

This is the URL to request capitalization table data from the Carta mock service for a specific issuer.

```HTTP
https://mock-api.carta.com/v1alpha1/issuers/7/capitalizationTable
```

--------------------------------

### Activate Virtual Environment

Source: https://docs.carta.com/api-platform/docs/sample-app

Activate the created virtual environment to use its isolated packages.

```console
source .venv/bin/activate
```

--------------------------------

### Performance Benchmarking Query

Source: https://docs.carta.com/api-platform/docs/carta-investors

Compare a specific fund's performance metrics (TVPI, DPI, IRR) against mid-market funds in its vintage year, including percentile ranking and peer distribution.

```natural_language
How does Fund II compare to mid-market funds in our vintage year?
```