Skip to content

Publish carta-fund-admin v0.1.0#7

Merged
troyharvey merged 1 commit intomainfrom
publish/carta-fund-admin-v0-1-0
Mar 31, 2026
Merged

Publish carta-fund-admin v0.1.0#7
troyharvey merged 1 commit intomainfrom
publish/carta-fund-admin-v0-1-0

Conversation

@troyharvey
Copy link
Copy Markdown
Member

Introduces the carta-fund-admin plugin with three core skills for fund administration workflows:

  • explore-data: Query and explore fund metrics, NAV, LP data, portfolio financials, and journal entries
  • form-adv: Generate Form ADV Schedule D regulatory data and firm rollup for annual filings
  • performance-benchmarks: Compare fund performance against peer benchmark cohorts by vintage year and AUM bucket

The plugin connects to the Carta MCP server and includes session hooks to ensure skills are loaded before tool calls, with warnings for empty query results.

What's included

  • Plugin manifest and configuration
  • Skill documentation with query templates and examples
  • Node.js hooks for skill injection and result validation
  • README with installation and usage instructions

- Fund admin skills (explore-data, form-adv, performance-benchmarks)
- MCP integration for fund metrics, regulatory reporting, and benchmarks
- SessionStart hook for skill-first workflow
- PostToolUse hook for empty query warnings
@troyharvey troyharvey added the cc-product-development Build new or iterate on an internal or external offering of functionality. label Mar 31, 2026
@troyharvey troyharvey requested a review from etarhan March 31, 2026 02:53
@troyharvey troyharvey merged commit a77456f into main Mar 31, 2026
1 check passed
@troyharvey troyharvey deleted the publish/carta-fund-admin-v0-1-0 branch March 31, 2026 11:49
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

cc-product-development Build new or iterate on an internal or external offering of functionality.

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants