equity-reconciliation-cartalisted

Live equity reconciliation powered by the Carta MCP server. Pulls cap-table data directly from Carta, compares it against your HRIS export, and surfaces termination-date mismatches, active grants for terminated employees, lapsed exercise windows, and missing source documents. Use periodically and before any capital raise or audit.
skills-agents-co/skills-and-agents-library · ★ 1 · AI & Automation · score 67

Install: claude install-skill skills-agents-co/skills-and-agents-library

# Equity Reconciliation (Carta MCP) ## What this does Connects to your Carta account via the Carta MCP server, pulls your cap table live, and reconciles it against your HRIS export employee by employee. It surfaces the gaps: people whose termination date does not match, terminated employees who still show active grants or a lapsed exercise window, and grants missing their source documents. Exceptions are ranked by severity. Nothing is changed in either system. ## When to use it On demand when you want a clean picture, on a schedule (quarterly is common), and always before a capital raise, 409A valuation, or audit. ## MCP dependency This skill requires a live connection to the **Carta MCP server**. | Field | Value | |-----------|-----------------------------------| | Server | Carta | | URL | `https://mcp.app.carta.com/mcp` | | Transport | HTTP | | Auth | OAuth (Carta Cap Table plugin) | **Setup:** Add the Carta MCP server to your client (Claude Desktop, Claude Code, Cursor, or any MCP-compatible client). When prompted, authenticate with your Carta account. The skill needs read access to the Cap Table plugin only. If the Carta MCP connection is unavailable or authentication fails, the skill cannot run. Use the platform-agnostic version (`equity-reconciliation`) with CSV exports instead. ## Inputs **From Carta (pulled live via MCP):** - Stakeholder list (all peo