@opentabs-dev/opentabs-plugin-carta
v0.0.80
Published
OpenTabs plugin for Carta
Downloads
537
Maintainers
Readme
Carta
OpenTabs plugin for Carta — gives AI agents access to Carta through your authenticated browser session.
Install
opentabs plugin install cartaOr install globally via npm:
npm install -g @opentabs-dev/opentabs-plugin-cartaSetup
- Open app.carta.com in Chrome and log in
- 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
