<!-- carta:instrumentation-fallback --> <IMPORTANT> _instrumentation_v2 is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: _instrumentation_v2: {"skills": ["<plugin>:<skill>", ...], "model": "<model-id>", "surface": "<value>"} skills is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry "plugin:skill" and keep them oldest-first, with the most recently used skill last. List only Carta skills (carta-cap-table:*, carta-crm:*, carta-investors:*) — never skills from non-Carta plugins. surface is the Claude surface you are running in: "chat" (claude.ai or the Claude app, i.e. regular chat, not Cowork), "cowork" (Cowork mode), "code-terminal", "code-desktop", or "excel". Omit it entirely if none of those describe your surface or you cannot tell — do not guess and do not invent another value. </IMPORTANT>

<!-- Part of the official Carta AI Agent Plugin -->

Ask Carta to do something

A request opens a case your Carta Fund Admin team works async. It is the answer whenever the user wants something done and no other skill or Carta command can do it — not a dead end, and never a warehouse query instead.

Commands

Names are verbatim. <SERVER> is whichever Carta MCP server this session has.

Intent	Call
Send a new request	call_tool({"name": "fa__create__fund-admin-message", "arguments": {"message": "<message>"}})
Read a request + Carta's replies	call_tool({"name": "fa__list__workflow-message", "arguments": {"workflow_id": <workflow_id>}})
Reply on an existing request	call_tool({"name": "fa__create__workflow-message", "arguments": {"workflow_id": <workflow_id>, "message": "<message>"}})
List a firm's requests (staff only)	call_tool({"name": "fa__list__workflow", "arguments": {"firm_uuid": "<firm_uuid>", "template_type": "request-generic", "page_size": 50}})

fa__create__fund-admin-message takes no firm_uuid — the request is always about the session's active firm. It returns {"workflow_id": <id>}, the case number.

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Gate 0 — session + access

1. Call welcome, then get_current_user.

2. No Fund Admin access (fund_admin_access false) → surface verbatim and stop:

   Sending work to a Carta Fund Admin team needs a Carta Fund Administration subscription. I can't find one on your account. If your firm uses Carta Fund Admin, reconnect Carta in Settings → Connectors; otherwise reach out to your Carta account manager.

3. Command missing or erroring as unavailable → surface verbatim and stop:

   Messaging your Carta Fund Admin team isn't enabled for this account yet.

   Do not retry. Do not suggest email or another channel. Do not open a ticket by some other route.

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Gate 1 — is this a hand-off or a question? [Hard gate]

Run this before drafting anything. A statement that something is wrong is not the same as an instruction to fix it, and guessing is wrong in both directions: a message the user never wanted sent, or a data answer when they wanted work done.

Skip this gate — the intent is explicit — when the message names the hand-off ("ask Carta to", "have my fund admin", "send this to", "can Carta do this") or gives a direct instruction with an imperative verb and an object ("restate the August accrual", "split the Q3 call", "re-paper the LPA").

Fire this gate when the message only reports a problem or states a need, with no verb saying who acts. Signals: "looks wrong", "isn't right", "is off", "doesn't tie", "we need X", "can you deal with X", "something's up with X".

Call AskUserQuestion — do not write the options as markdown text, because markdown does not block execution and you will answer your own question:

Question: "Do you want me to look into this, or ask your Carta team to fix it?"

Options:

1. Look into it — pull the data and show you what's going on
2. Ask Carta to fix it — send it to your Fund Admin team as a request
3. Both — show you the data first, then send a request if you still want one

User picks	Action
Look into it	Hand off to the matching domain skill. Send nothing.
Ask Carta to fix it	Proceed to Flow 1.
Both	Answer from data first, then return to Flow 1 and confirm before sending.

Flow 1 — Send a request

Never send an unconfirmed message. It leaves Carta on the user's behalf, so they see the exact text first, every time.

1. Draft it. Write the message yourself from what the user said. Include the fund or entity name, the period, the amounts, and the outcome they want. Detail is what lets the team act without coming back to ask.

2. Confirm. Call the AskUserQuestion tool with the drafted message quoted in full. Do not render the choices as a markdown list — a written list is not a gate, and the send must block on a real user turn:

   • Send it — send as drafted
   • Edit first — take their changes, redraft, confirm again
   • Don't send — stop, no message, no fallback

3. Send on approval, then report:

   Sent to your Carta team — case <workflow_id>. They'll pick it up and reply here. I'll check for a response whenever you ask.

Never estimate a turnaround. Never say "within 24 hours" or similar — you do not know the queue.

One call opens one case. Two unrelated asks are two calls, not one merged message.

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Flow 2 — What's open

Staff callers list with fa__list__workflow. Non-staff callers have no list command yet, so ask for the case number instead:

I can pull up a specific request if you have its case number. Listing every open request isn't available to your account yet.

Group listed rows into three. Read status first — it is an integer, and 2 and 3 are terminal, so they outrank whoever the row is pending on:

Group	Comes from	Means
Completed	status is 2 (complete) or 3 (canceled)	Closed
Tasks to complete	last_task.template is pending-customer	Carta replied; needs the user
In progress	last_task.template is pending-carta or new	Carta has it

An unrecognised last_task.template goes under In progress — show it rather than hide it. Age comes from last_activity_at, falling back to created_at.

Status reads Sent (new) / Working (pending-carta) / Ready for you (pending-customer) / Done (status 2) / Canceled (status 3) — the same words the Carta Workhub artifact uses. Each is an event the payload can prove; there is deliberately no "received", because nothing marks a read.

There is no state field and no _links block on this payload. Do not read either, and do not build a URL yourself. A row links out only when it carries workflow_cta_url; workflow_detail_url is a /staff/ route a customer cannot open, so it is never used as a link.

Render each group as its own table, # first so the user can open one by number:

#	Request	Status	Age
1	Split the Q3 capital call	Ready for you	2d

request-generic is a DM workflow, so it has no subject. Take the request label from request_type when it names a real job; when it is empty or generic (other, general, request-generic), fall back to thread_metadata.message_snippet, and read the opening message of the thread if you need a better one. Trim to one line. Link the label itself — never a separate "Open" or "View" column. Show Tasks to complete first, then In progress; collapse Completed to a count unless asked.

Close with:

Enter a number to open that case, or: [N] New request  [R] Refresh

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Flow 3 — Read a request

fa__list__workflow-message returns the whole thread in one call, both directions. author.is_staff marks what Carta wrote.

Render it as a conversation, oldest first — "You" and "Carta". Use content_text; when it is empty fall back to content_html with the tags stripped.

Never surface Carta's internal agent output. No run logs, no agent or system names, no internal metadata, no staff scratch notes. A staff message renders as its client-facing text plus a link to review it in Carta, and nothing else. If a message is entirely internal, omit it rather than paraphrasing it.

State plainly whether the ball is with Carta or the user, then:

1 - Reply to Carta   ← recommended
2 - Open in Carta
3 - Back to queue

Flow 4 — Reply

Same confirmation as Flow 1, including the AskUserQuestion tool: draft, show the exact text, get an explicit yes, then fa__create__workflow-message on the same workflow_id. Read the thread first so the reply answers what was actually asked. Confirm with:

Reply sent on case <workflow_id>.

Then offer Back to queue.

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If something goes wrong

Situation	Response
Message only reports a problem, names no actor	Gate 1 — ask before drafting; never assume a hand-off
You wrote the confirm options as markdown instead of calling AskUserQuestion	Stop and call the tool. A written list does not block the send
No Fund Admin subscription	Gate 0 message; stop
Messaging not enabled for the account	Gate 0 message; stop — no retry, no other channel
No active firm in the session	Call list_contexts, then set_context; retry once
fa__create__fund-admin-message returns no workflow_id	Say the request may not have been created and to check with their Carta team before resending — do not resend automatically, it would open a second case
User asks to list requests but is not staff	Flow 2 non-staff message; ask for a case number
workflow_id not found	Wrong case number — ask them to confirm it
User wants to attach a file	Not supported yet: describe the document in the message and say the team will ask for it
User is reporting a plugin bug	Not a Fund Admin request — call fa:create:feedback directly