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docs(carta-investors): add connector troubleshooting section#36

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annettex11 wants to merge 3 commits intomainfrom
docs/carta-investors-connector-troubleshooting
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docs(carta-investors): add connector troubleshooting section#36
annettex11 wants to merge 3 commits intomainfrom
docs/carta-investors-connector-troubleshooting

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@annettex11
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Summary

  • Adds a Troubleshooting section to the carta-investors README
  • Documents the "Contact an organization owner to install connectors" error users hit in Claude.ai
  • Provides two paths: CLI workaround (no approval needed) and org-wide install via Claude.ai org owner
  • Notes that Claude Code CLI is always available regardless of plan/custom connector support

Test plan

  • Review README rendering on GitHub
  • Verify CLI commands are accurate

🤖 Generated with Claude Code

Annette Faynburd and others added 3 commits April 8, 2026 17:19
Interactive 5-minute walkthrough covering 3 end-user scenarios:
fundraising benchmarks, LP reporting tear sheets, and LP meeting prep.
Includes sample tear sheet PDF as a plugin asset.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Syncing version with carta/claude-marketplace after tutorial skill merge.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Documents workaround for users who see "Contact an organization owner
to install connectors" in Claude.ai — either use Claude Code CLI directly
or have the Claude.ai org owner install the connector org-wide.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@annettex11 annettex11 requested a review from a team as a code owner April 9, 2026 17:42
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github-actions bot commented Apr 9, 2026

Dependency Review

✅ No vulnerabilities or license issues or OpenSSF Scorecard issues found.

Snapshot Warnings

⚠️: No snapshots were found for the head SHA 80ab485.
Ensure that dependencies are being submitted on PR branches and consider enabling retry-on-snapshot-warnings. See the documentation for more information and troubleshooting advice.

Scanned Files

None

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github-actions bot commented Apr 9, 2026

Provenance Check Failed

One or more plugins in this PR could not be verified against the internal marketplace.

What this means: Plugins must first be merged to the internal marketplace repo and pass security scanning before they can be published here.

How to fix:

  1. Ensure your plugin is merged to main in the internal marketplace repo
  2. Wait for the security scan workflow to pass and generate the manifest
  3. Ensure the plugin content here is an exact copy (no modifications)

See the workflow logs above for specific details on which checks failed.

@annettex11
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Closing — troubleshooting content belongs in the external docs site, not this repo.

@annettex11 annettex11 closed this Apr 9, 2026
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