The non-negotiable half of Carta's AI agent interaction rules — financial precision, data provenance, the AI-computation gate, how to confirm, and trust & safety. Loaded ONCE per conversation, before any response that presents or writes Carta financial data. Sufficient on its own for write flows; a flow that also shapes voice and tone loads carta-interaction-reference, the superset, instead.
Install
npx skills add carta/plugins --skill carta-interaction-reference-corenpx skills add carta/plugins --skill carta-interaction-reference-core -a claude-code -gnpx skills add carta/plugins --skill carta-interaction-reference-core -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-cap-table/skills/carta-interaction-reference-coregh skill install carta/plugins carta-interaction-reference-coregit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-cap-table/skills/carta-interaction-reference-core ~/.claude/skills/carta-interaction-reference-core # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-cap-table/skills/carta-interaction-reference-core ~/.agents/skills/carta-interaction-reference-core # Codex, Cursor, Gemini CLI, Copilot, OpenCode