Carta's behavioral rules for AI agents presenting cap table data — mandatory context for any Carta cap table response. Load ONCE per conversation, before the first such response (ownership, grants, SAFEs, valuations, waterfall scenarios, financing history, stakeholders, convertible instruments, option pools, or any other topic).
Install
npx skills add carta/plugins --skill carta-interaction-referencenpx skills add carta/plugins --skill carta-interaction-reference -a claude-code -gnpx skills add carta/plugins --skill carta-interaction-reference -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-cap-table/skills/carta-interaction-referencegh skill install carta/plugins carta-interaction-referencegit 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 ~/.claude/skills/carta-interaction-reference # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-cap-table/skills/carta-interaction-reference ~/.agents/skills/carta-interaction-reference # Codex, Cursor, Gemini CLI, Copilot, OpenCode