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Rename fund MCP domain to fa in tearsheet skill #37

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Rename fund MCP domain to fa in tearsheet skill #37

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28 changes: 14 additions & 14 deletions plugins/carta-investors/skills/carta-download-tearsheet/SKILL.md
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Original file line number Diff line number Diff line change
Expand Up @@ -36,18 +36,18 @@ to the appropriate workflow based on the selection:

- The Carta MCP server must be connected.
- A firm context must be active. If not set, call `list_contexts` then `set_context` with the target `firm_id` before any other call.
- No fund UUID or portco UUID needs to be known in advance — both are resolved interactively via `fund:list:tearsheet_templates` and `fund:list:portfolio_companies`.
- No fund UUID or portco UUID needs to be known in advance — both are resolved interactively via `fa:list:tearsheet_templates` and `fa:list:portfolio_companies`.

## Data Retrieval

| MCP Command | Purpose |
|-------------|---------|
| `fetch("fund:list:tearsheet_templates", {})` | List available PDF templates for the firm |
| `fetch("fund:list:portfolio_companies", {})` | List all portfolio companies with their fund groupings |
| `fetch("fund:get:tearsheet_preview", {...})` | Generate a single-portco PDF synchronously |
| `fetch("fund:mutate:download_all_tearsheets", {...})` | Start an async job for all portcos (fast path) |
| `fetch("fund:mutate:start_tearsheet_download", {...})` | Start an async bulk job for a specific portco subset |
| `fetch("fund:get:tearsheet_download_status", {})` | Poll for async job completion; returns `"pending"` or a download URL |
| `fetch("fa:list:tearsheet_templates", {})` | List available PDF templates for the firm |
| `fetch("fa:list:portfolio_companies", {})` | List all portfolio companies with their fund groupings |
| `fetch("fa:get:tearsheet_preview", {...})` | Generate a single-portco PDF synchronously |
| `fetch("fa:mutate:download_all_tearsheets", {...})` | Start an async job for all portcos (fast path) |
| `fetch("fa:mutate:start_tearsheet_download", {...})` | Start an async bulk job for a specific portco subset |
| `fetch("fa:get:tearsheet_download_status", {})` | Poll for async job completion; returns `"pending"` or a download URL |

## Gate 0: Firm Context

Expand All @@ -66,7 +66,7 @@ You do not need to ask the user for a firm UUID — the MCP session tracks the a
Call:

```
fetch("fund:list:tearsheet_templates", {})
fetch("fa:list:tearsheet_templates", {})
```

**If the user mentioned a document name** (e.g. "Investment Summary", "Fund Summary",
Expand Down Expand Up @@ -104,7 +104,7 @@ Store as `TEMPLATE_UUID` (the template `id`) and `TEMPLATE_NAME`.
Call:

```
fetch("fund:list:portfolio_companies", {})
fetch("fa:list:portfolio_companies", {})
```

The command returns an array of portfolio companies. Each item includes `name`,
Expand Down Expand Up @@ -152,7 +152,7 @@ Tell the user: "Generating tearsheet — this may take up to 2 minutes..."
Call:

```
fetch("fund:get:tearsheet_preview", {
fetch("fa:get:tearsheet_preview", {
"template_uuid": "<TEMPLATE_UUID>",
"fund_uuid": "<FUND_UUID>",
"entity_link_id": "<ENTITY_LINK_ID>"
Expand Down Expand Up @@ -199,14 +199,14 @@ Proceed? (yes/no)
Start the bulk job using the download-all command:

```
fetch("fund:mutate:download_all_tearsheets", {
fetch("fa:mutate:download_all_tearsheets", {
"template_uuid": "<TEMPLATE_UUID>"
})
```

Tell the user the job has started and polling will begin.

**Poll for completion** — call `fetch("fund:get:tearsheet_download_status", {})` every 30 seconds, up to
**Poll for completion** — call `fetch("fa:get:tearsheet_download_status", {})` every 30 seconds, up to
10 attempts (5 minutes total):

- Response is `"pending"` → print progress ("Still processing... (attempt N/10)") and wait.
Expand Down Expand Up @@ -260,15 +260,15 @@ Proceed? (yes/no)
Start the bulk job:

```
fetch("fund:mutate:start_tearsheet_download", {
fetch("fa:mutate:start_tearsheet_download", {
"template_uuid": "<TEMPLATE_UUID>",
"fund_breakdowns": <FUND_BREAKDOWNS>
})
```

Tell the user the job has started and polling will begin.

**Poll for completion** — call `fetch("fund:get:tearsheet_download_status", {})` every 15 seconds, up to
**Poll for completion** — call `fetch("fa:get:tearsheet_download_status", {})` every 15 seconds, up to
20 attempts (5 minutes total):

- Response is `"pending"` → print progress ("Still processing... (attempt N/20)") and wait.
Expand Down