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Skill

carta-cap-table:issuance-import

@carta Updated 2026-10-28

Internal file-ingest sub-skill for carta-issuance. Turns an uploaded spreadsheet (.xlsx/.xlsm/.csv/.tsv) or document (.pdf/.docx) into the prefilled rows every carta-issuance surface consumes, for certificates, option grants and profits interest units. Not invocable directly — dispatched by carta-issuance Phase 0.25.

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Install

With your agent

Install OMGSkills skill "carta/plugins:issuance-import" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.

Manual command

git clone https://github.com/carta/plugins /tmp/plugins && ln -s /tmp/plugins/plugins/carta-cap-table/skills/carta-issuance/issuance-import ~/.claude/skills/carta-cap-table:issuance-import

From README

issuance-import Reads a file the admin already has — typically the Carta importer template they downloaded from the app — and hands carta-issuance a prefilled set of rows. The file feeds the front of the existing pipeline; it does not add a path around any gate. Phase 1 still resolves stakeholders, Phase 1.5 still saves and validates, Phase 2 still reviews, Phase 3 is still the only mutate. Do not invoke this skill directly. Dispatched by carta-issuance Phase 0.25. References | File | Purpose | |---|---| | scripts/parseupload.py | Does the parsing. Header detection, column mapping, value coercion, securitytype detection, and local name→id resolution. The model never hand-parses a workbook — a hand-read column is exactly how a quantity lands in an exercise-price field. | | references/column-map.md | The header synonyms and value picklists as documentation, for humans and for carta-modify-issuables to reuse rather than fork.