Carta Home — Build / Redeploy Agent Skill

Builds or rebuilds the Carta Home live artifact — a Cowork dashboard home page that works for any Carta firm.

Context cost
60.2k tokensestimated from the bundle, loaded when it triggers
Bundle
13 files · 691.4 kB10 scripts among them — read before you run
Licence
Apache-2.0the author’s own terms
Last change
—no release on file
Servers it uses
Noneruns standalone

What it does

Builds or rebuilds the Carta Home live artifact — a Cowork dashboard home page that works for any Carta firm. Summary cards for Schedule of Investments, Fund Performance, P&L, Balance Sheet, LP Reporting, Portfolio Valuations, ManCo actuals and Form ADV, plus a Skill Directory of copyable prompts. Auto-detects the active firm from the Carta MCP context. Use whenever the user asks to "build the carta home artifact", "rebuild carta home", "update my Carta Home", "create my Carta Home", "set up Carta Home", "set up the carta home page", or "deploy carta home" — and to open an existing one…

What this skill changes about the agent has not been set out here as a list. Its SKILL.md, shown below, says it in the author’s own words.

analytics

The skill itself

A skill is instructions the model reads, so you can see what you are getting: below is the start of its SKILL.md. The front matter loads with every session, the body loads when the skill triggers, and the whole file comes with the install.

SKILL.md52.1 kB · preview
--- name: carta-home-build model: sonnet allowed-tools: # The only source for a connector's name - list_connectors # Carta MCP — the connector check's observed call, the entitlement read, and the firm # resolution passed down to the dashboard skills. - mcp__carta__welcome - mcp__claude_ai_Carta__welcome - mcp__2827383e-1775-4df3-b6ff-04d5392f6d18__welcome - mcp__carta__get_current_user - mcp__claude_ai_Carta__get_current_user - mcp__2827383e-1775-4df3-b6ff-04d5392f6d18__get_current_user # Resolves the firm the published title names, and the firm handed to the # dashboard skills so the fan-out doesn't re-ask. - mcp__carta__list_contexts - mcp__claude_ai_Carta__list_contexts - mcp__2827383e-1775-4df3-b6ff-04d5392f6d18__list_contexts # Step 1: switch to the firm the user means. - mcp__carta__set_context - mcp__claude_ai_Carta__set_context - mcp__2827383e-1775-4df3-b6ff-04d5392f6d18__set_context # The dashboard fan-out (Step 5). A skill that isn't installed is skipped. - Skill(carta-investors:carta-soi) - Skill(carta-investors:carta-portfolio-analytics-routing) - Skill(carta-investors:carta-fund-performance) - AskUserQuestion # Draws the pin sketch in "Keeping Carta Home handy" where inline visuals are supported. - mcp__*__show_widget - Bash(uv run "${CLAUDE_PLUGIN_ROOT}/skills/carta-home-build/scripts/build_artifact.py" *) - Bash(uv run "${CLAUDE_PLUGIN_ROOT}/skills/carta-home-build/scripts/customizations.py" *) # Step 2c: what the user changed on the published page, before a rebuild replaces it. # Step 2c saves the live page; Step 6 carries the user's changes into the new build and # an undo edits the republished page. - Write - Edit - Artifact ---
53<!-- carta:plugin-version -->
54<carta-plugin>carta-investors:6.72.6</carta-plugin>
55
56# Carta Home — Build / Redeploy / Open
57
58Deploys the carta-home live artifact, published as **Carta Home - <firm>**. It is
59**assembled** from source parts in this skill's resources/ directory (template + CSS +
60config + app JS) by scripts/build_artifact.py, which also substitutes this session's
61Carta connector name and the firm the title names. You never need to read the assembled
62HTML — see "Source layout" below.
63
64The firm reaches the title through the build, because the published artifact takes its name
65from the page's own <title> tag. Nothing else about the bundle is firm-specific: the body
66still detects whichever firm is active at open time. One artifact per firm, so each has its
67own sidebar tile.
68
69## What the artifact does
70
71- **Schedule of Investments (SOI)** — fund-level summary of the top 3 funds by value, with
This is a preview of SKILL.md. Download or install the skill to get the whole thing.
In the file
SKILL.md8,069 words
Files13
LicenceApache-2.0
Why you can read it

Nothing in a skill executes. The client loads the text and the model follows it, so a skill can be audited the way a runbook is — by reading it.

What it costs in context

Skills are not billed by the call. They are paid for in context: every token the instructions occupy is a token your code, your diff and your conversation cannot use. Here is what this one takes and when it takes it.

≈680
always loaded
The name and description, so the model knows the skill exists and when to reach for it.
59,495
on trigger
The instruction body and 12 supporting files, read only when the skill fires.
30.1%
of a 200k window
Ten skills this size would not fit in the window together.
050k100k150k200k context window

60.2k tokens, estimated from the bundle at four bytes to the token, held for the rest of the session once it triggers. Heavy. Teams tend to install this one per project rather than globally, and load it only when the job comes up.

Servers bill, skills cost

A server charges by the month. A skill charges once per session, in context, and then keeps charging it for as long as the session lives.

Before and after

The same question, put to the same model twice: once as it comes, and once with these instructions loaded.

No worked example has been published for this skill yet.

The procedure it runs

The procedure has not been set out here step by step. It is in the body of its SKILL.md: the start of it is shown above, and the whole file comes with the install.

Prose, not code

These steps are written for a model to follow, not executed by a runtime. It can still be told to skip one, and it will say so when it does.

Servers it uses

None. This skill calls no MCP servers at all.

Everything it needs is in the instructions, so it works in a project with nothing connected — the model reads the file and changes how it works with what it can already reach.

It asks the agent to write files, using whatever file access your client already has. Whether it reaches the network is not declared.

What it asks for
Writes filesyes
Network accessnot declared

Read from the allowed-tools line of this skill’s own SKILL.md. It also asks for Bash, which could do either, so what is not named there is not ruled out. A skill grants no permissions of its own — it can only ask for tools your client already has.

What it will not do

Every skill is narrow, and the useful ones say where they stop. These are the jobs this one is the wrong tool for.

What this skill is not for has not been published here. Nothing is implied by that: it is a section the author has not filled in.

What is in the bundle

13 files, 691.4 kB on disk. Mostly text — the instructions the model reads — with 10 scripts in it that your client would run only if the instructions tell it to.

  • SKILL.md52.1 kB
  • resources/carta-home.app.js80.3 kB
  • resources/carta-home.chart.js208.5 kB
  • resources/carta-home.config.js4.3 kB
  • resources/carta-home.css87.6 kB
  • resources/carta-home.template.html101.0 kB
  • resources/carta-home.tracker.js57.2 kB
  • scripts/build_artifact.py15.7 kB
  • scripts/customizations.py10.0 kB
  • resources/app/capital-activity.js52.4 kB
  • resources/app/live-content.js10.8 kB
  • resources/app/skill-directory.js3.6 kB
  • resources/app/version-check.js7.9 kB
What is not in it

A skill installs nothing and depends on nothing: it is a folder your client reads. This one carries 10 scripts beside the text, so the bundle is 13 files you can review in full before installing. The Apache-2.0 licence covers the templates and examples as well as the instructions.

Install

Installing copies the bundle into your project. Nothing runs at install time — the files sit on disk until the model reads them.

# Carta Home — Build / Redeploy · 60.2k tokens when loaded · macOS, Linux mkdir -p .claude/skills && t=$(mktemp -d) && curl -fsSL -o "$t/bundle.tar.gz" https://mcprush.com/api/skills/carta-home-build-redeploy/bundle.tar.gz && tar -xzf "$t/bundle.tar.gz" -C "$t" && [ -d "$t/carta-home-build-redeploy" ] && { [ ! -e .claude/skills/carta-home-build-redeploy ] || { mv .claude/skills/carta-home-build-redeploy "$t/.previous" && echo "Previous copy moved to $t/.previous"; }; } && mv "$t/carta-home-build-redeploy" .claude/skills/ && echo "Installed .claude/skills/carta-home-build-redeploy"
On Windows, or any OS with Node 20+
npx mcprush@latest skill add carta/carta-home-build-redeploy

Windows PowerShell says 'running scripts is disabled on this system'? Run Set-ExecutionPolicy -Scope CurrentUser RemoteSigned once, or type npx.cmd instead of npx (codex.cmd, gemini.cmd, grok.cmd likewise). PowerShell 7 needs neither. Writes to .claude/skills/carta-home-build-redeploy/ in the current project. For every project instead, run mkdir -p ~/.claude/skills && t=$(mktemp -d) && curl -fsSL -o "$t/bundle.tar.gz" https://mcprush.com/api/skills/carta-home-build-redeploy/bundle.tar.gz && tar -xzf "$t/bundle.tar.gz" -C "$t" && [ -d "$t/carta-home-build-redeploy" ] && { [ ! -e ~/.claude/skills/carta-home-build-redeploy ] || { mv ~/.claude/skills/carta-home-build-redeploy "$t/.previous" && echo "Previous copy moved to $t/.previous"; }; } && mv "$t/carta-home-build-redeploy" ~/.claude/skills/ && echo "Installed ~/.claude/skills/carta-home-build-redeploy" (macOS, Linux) — or add --global to the npx line. The curl line replaces .claude/skills/carta-home-build-redeploy/ only after the download succeeds, so files left there by another skill of the same name, or by an older release, do not mix in. A copy already there is moved aside, not deleted, and the line prints where. It appears as carta-home-build in Gemini CLI, Codex, Copilot and Grok (its own name); Claude Code lists it by the folder name, carta-home-build-redeploy.

Which clients pick it up on their own

A skill is a folder of text. Most of these read a skills folder and pick it up without being told; the rest take the same folder another way — an upload in the app, a parameter on an API call — and then choose it by its description just the same.

Claude Code.claude/skills/
Claude DesktopCustomize › Skills
ChatGPTSkills › Create › Upload
Cursor.cursor/skills/
VS Code.github/skills/
Codex CLI.agents/skills/
Gemini CLI.gemini/skills/
Grok Build.grok/skills/
Microsoft CopilotSkills › Upload a skill
PerplexityComputer › Skills › Upload a skill
DeepSeek Harness.dsh/skills/
Zed.agents/skills/
Devin Desktop.devin/skills/
Windsurf (legacy).windsurf/skills/
OpenAI Agents SDKInstructions or sandbox Skills
HTTP / APIa request parameter
This release
Versionnot versioned
Publishedno release date on file
PriceFree
Referencecarta/carta-home-build-redeploy

Versions

Its author publishes no version number, so there is nothing here to pin to: what you install is the folder as it stands today. Instructions change more often than APIs do — a skill can be rewritten entirely without anything it depends on moving.

Pinning

Nothing to pin to: this skill carries no version number of its own. What you install is what the folder holds on the day you install it.

Reviews

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Who wrote it

CA
carta

Publishes on mcprush.

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