Multiple Workflows with one installed bundle

Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more

Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server

Carta Investors plugin — write-capable skills for querying and updating investors data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP server

Skills for running a search-fund or self-funded acquisition end to end — sourcing, screening, diligence, and investor updates through the LOI.

Skills for running a finance function end to end — month-end close, QuickBooks reconciliation, board reporting, spend control, and contract review.

Bank-agnostic spending analysis — a categorized 30-day breakdown plus 3 actionable things to look into from 60-day trends. Includes connector agents for Grasshopper, Mercury, and Ramp.

Matt Pocock's agent skills for real engineering work: spec-and-ticket flows, TDD, code review, domain modeling, and more.

Skills for building and shipping a product — code review, PR summaries, research, competitor intel, and document drafting.

The full QuickBooks Online month-end close, six skills deep — revenue/AR, bank and petty cash, expenses/AP, payroll and balance sheet, inventory, and a final closing package. Read-only throughout; none of them write to QuickBooks.

Connect Claude to Ramp for spend analysis, approvals, transaction cleanup, and vendor workflows.

Runs the weekly and monthly small-business jobs — payroll, month-end close, briefs, campaigns — against the tools you already use: QuickBooks, PayPal, HubSpot, Canva, DocuSign, and more.