Smart Documents

Setup required before use: The Smart Documents plugin drives the Carta CLI, not the Carta MCP server used by the Cap Table and Investors plugins. Before using it you must have the Carta CLI installed and authenticated (carta login) and a write scope enabled. See Setup & Authentication below. If the skills aren't working, this is the first thing to check.

The Smart Documents plugin lets Claude generate legal and formation documents — LP Agreements, Investment Management Agreements, and other fund formation documents — from Carta templates, and send them for signature. Claude walks you through template selection, fund lookup, and payload construction interactively, or accepts a pre-built JSON payload.

Unlike the read-only Cap Table and Investors plugins, Smart Documents performs write operations: it creates documents in Carta and can transition them into a signing state that emails signature requests to all signatories.

What You Can Do

With the Smart Documents plugin, ask Claude to:

Generate documents
- "Generate an LP Agreement for my fund"
- "Draft an Investment Management Agreement for our UK co-invest SPV"
- "Create a smart document from this JSON payload"
Discover templates and funds
- "What smart document templates are available for my fund?"
- "List the funds I can generate documents for"
Send for signature
- "Send smart document 118 for signature"
- "Confirm this document so signature requests go out"

How It Works

The plugin gives Claude two skills that call the Carta CLI on your behalf:

Template selection — Claude lists the smart document templates configured for your fund and helps you pick one.
Payload construction — Claude collects the required fields conversationally (fees, waterfall, manager, partner, and other template-specific inputs), or validates a JSON payload you supply against the template schema and fills in anything missing.
Generation — Claude generates the document via the Carta CLI. The document is created in a preview state for your review.
Signature — When you're ready, Claude confirms the document with the document engine, transitioning it from PREVIEW to SIGNING, which triggers signature request emails to all signatories.

Currently supported templates include the UK Co-Investment SPV documents: the LP Agreement (LPA) and the Investment Management Agreement (IMA).

Available Skills

Skill	What It Does
generate-smart-document	Generate a smart document (legal agreement, formation doc) from a template. Walks you through template selection, fund lookup, and payload construction interactively, or accepts a pre-built JSON payload.
send-smart-document-signature	Send a generated smart document for signature. Confirms the document with the document engine (PREVIEW → SIGNING), which emails signature requests to all signatories.

Setup & Authentication

Smart Documents uses the Carta CLI rather than OAuth/MCP. Before using the plugin:

Install and authenticate the Carta CLI. Run carta login and complete the login flow.
Enable a write scope. Document generation and signature are write operations, so a write scope must be active (for example, scoped to the fund you're generating documents for).
Confirm template access. Your fund must have smart document templates configured. If no templates appear, contact your Carta admin.

Because these are write operations, Claude will summarize the document it's about to generate or send and ask for your confirmation before executing.

Permissions & Data Access

Claude can generate and send documents for funds your Carta account has write access to. This typically includes:

Funds you administer or manage in Carta
Funds with smart document templates configured

If you can't generate a document for a fund, it's likely because your account lacks write access to that fund, the fund has no templates configured, or no write scope is active.

Example Queries

Generating a Document

Generate an LP Agreement for the Acme Co-Invest SPV fund.

Claude will look up the fund, select the LPA template, collect the required fees, waterfall, manager, and partner details interactively, and generate the document for your review.

Generate a smart document from payload.json.

Claude will validate the JSON payload against the template schema, prompt you for any missing required fields, and generate the document.

Sending for Signature

Send smart document 118 for signature.

Claude will confirm the document with the document engine, transitioning it to the signing state and emailing signature requests to all signatories.

Limitations & Considerations

Write operations are real — Generating a document creates it in Carta; sending for signature emails real signature requests. Claude confirms before executing, but review carefully before approving.
Carta CLI required — This plugin does not work through the MCP connector alone; the Carta CLI must be installed, authenticated, and scoped for writes.
Template availability — Only templates configured for your fund are available. Current coverage focuses on UK Co-Investment SPV documents (LPA and IMA).
Signature flow is one-way — Once a document is confirmed into the signing state, signature requests are sent; manage the document in Carta from that point.

Support & Next Steps

Install the plugin: See the Getting Started guide for installation steps
Report issues: Contact Carta Support for help with document templates or fund access
Feedback: Let us know how we can improve the plugin