Carta Consolidating Pnl
Consolidating P&L (Income Statement) across the entities of a firm, for any period the user picks — a month, quarter, year, or start-to-end date range. Produces TWO Excel tabs: detail P&L (Period + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view breaks Actuals down by all firm reporting-tag categories with per-category subtotals. Runs in Claude for Excel (writes into the open workbook), and in Cowork, the desktop app, and Claude Code (adds tabs to an attached .xlsx, or creates one). Sourced from Carta MCP. …
Works with: Claude Code (native) · Cursor, Codex CLI (manual)
native: this artifact type is that client's own format
Install (Claude Code):
cp -r carta-consolidating-pnl ~/.claude/skills/- Adoption: 1 repos
- Upkeep: 95.0
- Freshness: 90.0
- Evidence coverage: 84% of the inputs this score can use — the rest are unknown, and the score is discounted for it
- Health: active
- Contributors: 14
- License: Apache-2.0
Security audit
Not scanned yet. We audit npm-published capabilities for known advisories, install-time scripts and permission surface; this one has no npm package we can resolve, or has not reached the queue.
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Measured 2026-08-25 · scorer s5 · how · something wrong here?