Internal subskill for carta-reporting. Drives the full Claude Code interaction: schema preview, customization checkpoint, transform config (filtering, sorting, formulas, aggregations), output preview, and hand-off to carta-reporting-excel. Invoked by carta-reporting (Claude Code path) after the preview file lands. Not for direct user invocation.
Install
npx skills add carta/plugins --skill carta-reporting-markdownnpx skills add carta/plugins --skill carta-reporting-markdown -a claude-code -gnpx skills add carta/plugins --skill carta-reporting-markdown -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-cap-table/skills/carta-reporting-markdowngh skill install carta/plugins carta-reporting-markdowngit 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-reporting-markdown ~/.claude/skills/carta-reporting-markdown # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-cap-table/skills/carta-reporting-markdown ~/.agents/skills/carta-reporting-markdown # Codex, Cursor, Gemini CLI, Copilot, OpenCode