Loan portfolio dashboard as a persistent Cowork artifact — KPI tiles and every loan in the portfolio, data from Carta via the MCP. This is the LOAN portfolio (borrowers, advances, commitments). Do NOT use for LP investment portfolios.
Install
npx skills add carta/plugins --skill carta-loan-dashboardnpx skills add carta/plugins --skill carta-loan-dashboard -a claude-code -gnpx skills add carta/plugins --skill carta-loan-dashboard -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-investors/skills/carta-loan-dashboardgh skill install carta/plugins carta-loan-dashboardgit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-loan-dashboard ~/.claude/skills/carta-loan-dashboard # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-loan-dashboard ~/.agents/skills/carta-loan-dashboard # Codex, Cursor, Gemini CLI, Copilot, OpenCode