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1 change: 1 addition & 0 deletions plugins/carta-cap-table/README.md
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Expand Up @@ -39,6 +39,7 @@ After installing, restart Claude Code and run `/mcp` to complete OAuth authentic
| `client-triggers` | Surface time-based BD triggers across the portfolio. Use when asked about client outreach, which clients closed a round recently, stale cap tables, pending grants, tombstones, weekly deals, or BD triggers. |
| `conversion-calculator` | Calculate SAFE and convertible note conversion into equity. Use when asked about SAFE conversion, note conversion, conversion shares, or how instruments convert in a round. |
| `discover-commands` | Find the right carta-cap-table command when no other skill matches. Use when unsure which command to call, exploring available data, or when the user's request doesn't match a specific skill. |
| `interaction-reference` | Carta's behavioral rules for presenting cap table data — voice, tone, financial precision, data provenance, and trust. Auto-loaded alongside domain skills. |
| `grant-vesting` | Fetch vesting schedule for a specific option grant. Use when asked about vesting details, cliff dates, vesting progress, or unvested shares for a particular grant. |
| `list-convertible-notes` | Fetch all convertible instruments (SAFEs and convertible debt) for a company. Use when asked about convertible notes, SAFEs, convertible debt, note terms, caps, discounts, or maturity dates. |
| `list-safes` | Fetch all SAFEs for a company. Use when asked about SAFEs, simple agreements for future equity, SAFE terms, valuation caps, or discounts. |
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Expand Up @@ -20,7 +20,7 @@ process.stdin.on('end', () => {
hookSpecificOutput: {
hookEventName,
additionalContext:
'<EXTREMELY_IMPORTANT>You have carta-cap-table tools available. Before ANY tool call, invoke the matching Skill(\'carta-cap-table:...\') first. The skill defines what to fetch, what inputs are required, and how to present results. If no skill matches, invoke Skill(\'carta-cap-table:discover-commands\') to find the right command via discover(). IMPORTANT: Skill is a deferred tool — if its schema is not yet loaded, you MUST call ToolSearch with query "select:Skill" first, then invoke the Skill tool.</EXTREMELY_IMPORTANT>',
'<EXTREMELY_IMPORTANT>You have carta-cap-table tools available. Before ANY tool call, invoke the matching Skill(\'carta-cap-table:...\') first. The skill defines what to fetch, what inputs are required, and how to present results. If no skill matches, invoke Skill(\'carta-cap-table:discover-commands\') to find the right command via discover(). Additionally, ALWAYS invoke Skill(\'carta-cap-table:interaction-reference\') alongside any domain skill to load Carta\'s voice, tone, and data provenance rules before presenting results. IMPORTANT: Skill is a deferred tool — if its schema is not yet loaded, you MUST call ToolSearch with query "select:Skill" first, then invoke the Skill tool.</EXTREMELY_IMPORTANT>',
},
};

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