Builds a one-page tear sheet for the next upcoming meeting with a counterparty. Every fact about the people, the firm and the deals comes from the CRM. The one exception is a single line about the venue, written only when the invite names a place.
Install
npx skills add carta/plugins --skill prepare-for-meetingnpx skills add carta/plugins --skill prepare-for-meeting -a claude-code -gnpx skills add carta/plugins --skill prepare-for-meeting -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/prepare-for-meetinggh skill install carta/plugins prepare-for-meetinggit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/prepare-for-meeting ~/.claude/skills/prepare-for-meeting # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/prepare-for-meeting ~/.agents/skills/prepare-for-meeting # Codex, Cursor, Gemini CLI, Copilot, OpenCode