carta · troyharvey · Apr 3, 2026 · Apr 1, 2026
@@ -1,7 +1,6 @@
 {
   "name": "carta-cap-table",
-  "displayName": "Carta Cap Table",
-  "version": "0.6.1",
+  "version": "0.6.5",
   "description": "Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more",
   "author": {
     "name": "Carta Engineering",

@@ -40,6 +40,7 @@ After installing, restart Claude Code and run `/mcp` to complete OAuth authentic
 | `conversion-calculator` | Calculate SAFE and convertible note conversion into equity. Use when asked about SAFE conversion, note conversion, conversion shares, or how instruments convert in a round. |
 | `discover-commands` | Find the right carta-cap-table command when no other skill matches. Use when unsure which command to call, exploring available data, or when the user's request doesn't match a specific skill. |
 | `grant-vesting` | Fetch vesting schedule for a specific option grant. Use when asked about vesting details, cliff dates, vesting progress, or unvested shares for a particular grant. |
+| `interaction-reference` | >- |
 | `list-convertible-notes` | Fetch all convertible instruments (SAFEs and convertible debt) for a company. Use when asked about convertible notes, SAFEs, convertible debt, note terms, caps, discounts, or maturity dates. |
 | `list-safes` | Fetch all SAFEs for a company. Use when asked about SAFEs, simple agreements for future equity, SAFE terms, valuation caps, or discounts. |
 | `market-benchmarks` | Analyze cap structure patterns across the portfolio as market benchmarks. Use when asked about market benchmarks, typical option pool sizes, average SAFE terms, what's normal for a Series A, cap structure patterns, or portfolio-wide statistics. |

@@ -10,18 +10,6 @@
                     }
                 ]
             }
-        ],
-        "PostToolUse": [
-            {
-                "matcher": "mcp__carta.*__fetch",
-                "hooks": [
-                    {
-                        "type": "command",
-                        "command": "node ${CLAUDE_PLUGIN_ROOT}/scripts/hooks/warn-empty-fetch.js",
-                        "timeout": 5
-                    }
-                ]
-            }
         ]
     }
 }
@@ -16,11 +16,14 @@ process.stdin.on('end', () => {
         hookEventName = input.hook_event_name || hookEventName;
     } catch {}
 
+    // Canonical auth gate prompt lives in interaction-reference/SKILL.md Section 6.2.
+    // Keep the wording below in sync with that source.
     const output = {
         hookSpecificOutput: {
             hookEventName,
             additionalContext:
-                '<EXTREMELY_IMPORTANT>You have carta-cap-table tools available. Before ANY tool call, invoke the matching Skill(\'carta-cap-table:...\') first. The skill defines what to fetch, what inputs are required, and how to present results. If no skill matches, invoke Skill(\'carta-cap-table:discover-commands\') to find the right command via discover(). IMPORTANT: Skill is a deferred tool — if its schema is not yet loaded, you MUST call ToolSearch with query "select:Skill" first, then invoke the Skill tool.</EXTREMELY_IMPORTANT>',
+                '<EXTREMELY_IMPORTANT>You have carta-cap-table tools available. Before ANY tool call, invoke the matching Skill(\'carta-cap-table:...\') first. The skill defines what to fetch, what inputs are required, and how to present results. If no skill matches, invoke Skill(\'carta-cap-table:discover-commands\') to find the right command via discover(). Additionally, ALWAYS invoke Skill(\'carta-cap-table:interaction-reference\') alongside any domain skill to load Carta\'s voice, tone, and data provenance rules before presenting results. IMPORTANT: Skill is a deferred tool — if its schema is not yet loaded, you MUST call ToolSearch with query "select:Skill" first, then invoke the Skill tool.</EXTREMELY_IMPORTANT>\n' +
+                '<EXTREMELY_IMPORTANT>AI COMPUTATION AUTHORIZATION GATE: When a carta-cap-table skill requires AI computation (pro-forma models, benchmark statistics, conversion math, severity classifications, or any values derived by Claude from Carta data), you MUST call AskUserQuestion BEFORE fetching data or computing. Use this prompt, replacing [X]: "No saved Carta model matches these terms. I can compute [X] using AI — this would be Claude\'s analysis, not Carta data. Would you like me to proceed?" Do NOT write this as plain text — use the AskUserQuestion tool so execution blocks. User says yes: proceed, label output as Claude\'s analysis. User says no: stop — no output, no fallback.</EXTREMELY_IMPORTANT>',
         },
     };
 

@@ -50,7 +50,7 @@ For each company, fetch in sequence:
 - Key fields: `expiration_date`, `price` (FMV per share)
 - Find the most recent valuation (sort by `effective_date` desc)
 
-## Step 3 — Classify Triggers
+## Step 3 — Compute Trigger Classifications
 
 ### Recent Closes
 Companies whose last round closed within N days (default 90, or user-specified):
@@ -100,7 +100,3 @@ If no triggers found in a category, omit that section.
 
 If the user specifies a time window (e.g., "last 60 days", "last 6 months"), use that instead of the default 90 days.
 
-## Best Effort
-
-- **Computed:** trigger classification (recent close / stale 409A / pending grants) and time-window detection are heuristic
-- **Authoritative:** round close dates, 409A expiration dates, and grant issuance dates come directly from Carta
@@ -20,8 +20,8 @@ You need:
 1. `corporation_id` — get from `list_accounts`
 2. Round terms — user must provide at least a **pre-money valuation** or **price per share**
 
-If neither is provided, ask before proceeding:
-> "What pre-money valuation or price per share should I use for the conversion calculation?"
+If neither is provided, you MUST call AskUserQuestion BEFORE any computation:
+AskUserQuestion("What pre-money valuation or price per share should I use for the conversion calculation?")
 
 **Subagent prohibition:** Do NOT delegate this skill to a background agent if the round valuation or price per share is missing. A subagent cannot ask the user for input. If these are absent and you are considering dispatching an agent, stop — ask the user directly first, then proceed.
 
@@ -118,7 +118,3 @@ Post-conversion fully diluted: 11,986,747
 - State the assumed conversion date (today or the round close date)
 - This is an estimate — actual conversion depends on legal documents. Recommend review by counsel.
 
-## Best Effort
-
-- **Computed:** SAFE/note conversion share counts, cap-vs-discount method selection, effective price per share — these are estimates derived from instrument terms and user-supplied round price
-- **Authoritative:** instrument terms (cap, discount, principal, accrued interest) come directly from Carta