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@opentabs-dev/opentabs-plugin-carta

v0.0.80

Published

OpenTabs plugin for Carta

Downloads

537

Readme

Carta

OpenTabs plugin for Carta — gives AI agents access to Carta through your authenticated browser session.

Install

opentabs plugin install carta

Or install globally via npm:

npm install -g @opentabs-dev/opentabs-plugin-carta

Setup

  1. Open app.carta.com in Chrome and log in
  2. Open the OpenTabs side panel — the Carta plugin should appear as ready

Tools (20)

User (1)

| Tool | Description | Type | |---|---|---| | get_current_user | Get current user profile | Read |

Account (1)

| Tool | Description | Type | |---|---|---| | list_accounts | List user accounts | Read |

Portfolio (4)

| Tool | Description | Type | |---|---|---| | list_companies | List portfolio companies | Read | | get_company_profile | Get company profile details | Read | | get_entities | Get portfolio entity details | Read | | check_favourite | Check if company is favourited | Read |

Holdings (9)

| Tool | Description | Type | |---|---|---| | get_holdings_dashboard | Get holdings summary for a company | Read | | list_options | List stock option grants | Read | | list_shares | List share certificates | Read | | list_rsus | List RSU grants | Read | | list_equity_grants | List all equity grants | Read | | list_convertibles | List convertible instruments | Read | | list_warrants | List warrants | Read | | list_sars | List stock appreciation rights | Read | | list_pius | List profits interest units | Read |

Documents (2)

| Tool | Description | Type | |---|---|---| | get_tax_documents | Get tax documents | Read | | get_witness_signatures | Get witness signature requests | Read |

Tax (1)

| Tool | Description | Type | |---|---|---| | get_qsbs_eligibility | Get QSBS eligible shares | Read |

Tasks (1)

| Tool | Description | Type | |---|---|---| | get_tasks | Get pending action items | Read |

Communication (1)

| Tool | Description | Type | |---|---|---| | get_inbox_count | Get unread inbox count | Read |

How It Works

This plugin runs inside your Carta tab through the OpenTabs Chrome extension. It uses your existing browser session — no API tokens or OAuth apps required. All operations happen as you, with your permissions.

License

MIT