docs(carta-investors): add connector troubleshooting section

plugins/carta-investors/.claude-plugin/plugin.json

@@ -1,7 +1,7 @@
 {
   "name": "carta-investors",
   "displayName": "Carta Investors",
-  "version": "0.6.3",
+  "version": "0.7.0",
   "description": "Carta Investors plugin — skills for querying investors data, performance benchmarks, regulatory reporting, and more via the Carta MCP server",
   "author": {
     "name": "Carta Engineering",

plugins/carta-investors/README.md

@@ -46,3 +46,31 @@ The Carta MCP server exposes these data warehouse tools:
 | `execute_query` | Run a read-only SELECT query against the data warehouse |
 | `list_contexts` | See which firms you have access to |
 | `set_context` | Switch to a different firm |
+
+## Troubleshooting
+
+### "Contact an organization owner to install connectors" in Claude.ai
+
+If you see this message when trying to install the Carta connector in the Claude.ai web app, it means your account does not have org-owner permissions in Claude.ai. Connectors can only be installed by organization owners.
+
+**Option 1 — Use Claude Code CLI (individual workaround, no approval needed)**
+
+Install the Carta MCP server directly from the terminal:
+
+```bash
+claude mcp add --transport http carta https://mcp.app.carta.com/mcp
+claude plugin marketplace add carta/plugins
+claude plugin install carta-investors
+```
+
+Restart Claude Code and run `/mcp` to complete OAuth authentication. This bypasses the Claude.ai org permission model entirely.
+
+**Option 2 — Org-wide install via Claude.ai org owner**
+
+If you need the connector available to all members of your Claude.ai organization:
+
+1. Identify who manages your Claude.ai organization (typically whoever set up your team's Claude.ai account).
+2. Ask them to go to **Customize → Connectors** in Claude.ai and install the **carta** connector.
+3. Once installed at the org level, all members will have access without needing individual approval.
+
+> **Note:** If your Claude.ai plan does not support custom connectors, org-wide access requires the org owner to install from the available connector list. The Claude Code CLI option (Option 1) is always available regardless of plan.

plugins/carta-investors/skills/investors-tutorial/SKILL.md

@@ -0,0 +1,200 @@
+---
+name: tutorial
+description: >
+  Interactive 5-minute walkthrough of the carta-investors plugin. Covers plugin overview,
+  setup verification, and demo of 3 real-world scenarios: fundraising benchmarks, LP reporting
+  tear sheets, and LP meeting prep. Trigger with: "investors tutorial", "show me the tutorial",
+  "getting started with investors plugin", "how do I use the investors plugin", "demo",
+  "walk me through the investors plugin", "what can I do with carta", "how does this work".
+allowed-tools:
+  - Bash(carta auth-status)
+  - Bash(carta plugins)
+  - Bash(cp ~/.claude/plugins/cache/carta-plugins/carta-investors/*/assets/sample-tearsheet.pdf ~/Desktop/carta-sample-tearsheet.pdf)
+  - Bash(touch ~/.claude/plugins/cache/carta-plugins/carta-investors/.tutorial-seen)
+args: []
+model: haiku
+---
+
+# carta-investors Tutorial
+
+You are running the **carta-investors plugin tutorial**. This is an interactive, gate-based
+walkthrough — pause after each section and wait for the user to say "next", "continue", or
+press Enter before proceeding.
+
+---
+
+## Section 0: Welcome
+
+Welcome to the **carta-investors plugin** — your AI-powered assistant for fund data, portfolio
+reporting, and LP insights, all connected directly to Carta's data warehouse.
+
+In the next 5 minutes you'll see how to:
+- Benchmark your fund's performance against peers for fundraising conversations
+- Generate and download portfolio company tear sheets for LP reporting
+- Pull a complete LP snapshot to prep for an investor call — in seconds
+
+Say **"next"** to start.
+
+---
+
+## Section 1: What This Plugin Does
+
+The carta-investors plugin gives you five capabilities:
+
+| Skill | What it does |
+|---|---|
+| **Performance Benchmarks** | Compare fund IRR, TVPI, DPI, and MOIC against peer cohort percentiles |
+| **Tear Sheets** | Generate and download PDF tear sheets for one portco or your entire portfolio |
+| **Explore Data** | Query fund metrics, NAV, LP data, investments, and journal entries |
+| **Fund Properties** | View and update fund terms, fees, KYC, and distribution settings |
+| **Form ADV** | Pull regulatory AUM data for annual Form ADV and Form PF filings |
+
+All data comes live from Carta's data warehouse — no spreadsheets, no exports.
+
+Say **"next"** to verify your setup.
+
+---
+
+## Section 2: Verify Setup
+
+Let me quickly check that everything is configured correctly.
+
+[Run `carta auth-status`]
+
+[Run `carta plugins`]
+
+If you see `carta-investors` in the plugin list and your environment shows as authenticated,
+you're good to go.
+
+> If your connection authorization has expired, run `carta login` to re-authenticate and try again.
+> If something else looks off, visit #help-claude-code in Slack.
+
+Say **"next"** to start the demo.
+
+---
+
+## Section 3: Demo — Scenario 1: Fundraising Benchmarks
+
+**The situation:** You're raising Fund IV and have an LP intro call next week. They'll ask how
+Fund III performed. Let's see how it stacks up.
+
+> *Imagine you just asked: "How does Redwood Growth Fund III compare to peers?"*
+
+Here's what the plugin would return:
+
+```
+Redwood Growth Fund III — Performance vs. Peers
+Vintage Year: 2019  |  AUM Bucket: $100M–$500M  |  Entity Type: VC
+
+Metric        Your Fund    10th     25th     50th     75th     90th
+──────────────────────────────────────────────────────────────────
+Net IRR        24.3%       4.2%    10.1%    16.8%    22.4%    31.7%
+TVPI            2.1x       1.1x     1.4x     1.7x     2.0x     2.6x
+DPI             0.6x       0.0x     0.1x     0.3x     0.6x     1.1x
+
+Standing: Net IRR — 78th percentile  (Top Quartile)
+```
+
+Fund III is in the **top quartile** for its vintage. That's a headline number you can lead
+with on the LP call.
+
+To run this for real, just say: *"How does [your fund name] compare to peers?"*
+
+Say **"next"** for Scenario 2.
+
+---
+
+## Section 4: Demo — Scenario 2: LP Reporting — Tear Sheets
+
+**The situation:** You're putting together your Q1 LP update and need tear sheets for all
+active portfolio companies.
+
+> *Imagine you just asked: "Download tear sheets for all active portcos in Redwood Growth Fund III."*
+
+Here's what happens:
+
+1. The plugin lists your available tear sheet templates — you pick one
+2. It shows all active portfolio companies grouped by fund
+3. It kicks off bulk PDF generation and polls until ready
+4. Returns a download link for your ZIP file
+
+```
+Found 3 active portfolio companies in Redwood Growth Fund III:
+  1. Nova Dynamics
+  2. Maple Street Health
+  3. ClearPath Logistics
+
+Generating tear sheets using "Standard VC Template"...
+Status: Complete (3/3)
+
+Your tear sheets are ready — click the link above to download.
+```
+
+Want to see what a finished tear sheet looks like? Here's a sample:
+
+[Run `cp ~/.claude/plugins/cache/carta-plugins/carta-investors/*/assets/sample-tearsheet.pdf ~/Desktop/carta-sample-tearsheet.pdf`]
+
+Open **carta-sample-tearsheet.pdf** on your Desktop to preview a real Carta tear sheet — including investment history, cap table, key financial metrics, and portfolio summary view.
+
+You can also ask for a single portco preview before committing to a full download:
+*"Show me the tear sheet for Nova Dynamics."*
+
+Say **"next"** for Scenario 3.
+
+---
+
+## Section 5: Demo — Scenario 3: LP Meeting Prep
+
+**The situation:** You have a call with Sequoia Pension Trust in an hour. They're your largest
+LP. You want the full picture before you dial in.
+
+> *Imagine you just asked: "I have a call with Sequoia Pension Trust in an hour. Get me ready."*
+
+The plugin pulls from three data sources at once:
+
+**LP account summary (PARTNER_DATA):**
+```
+LP: Sequoia Pension Trust
+Commitment:           $25,000,000
+Contributed to Date:  $18,750,000  (75%)
+Distributions:         $4,200,000
+Current NAV:          $31,100,000
+Net Multiple:              1.66x
+```
+
+**Fund snapshot (MONTHLY_NAV_CALCULATIONS + AGGREGATE_INVESTMENTS):**
+```
+Fund NAV (Q4 2024):    $142,300,000
+Active Positions:      12
+Top Holding:           Nova Dynamics  ($18.4M FMV)
+```
+
+**Benchmark standing:**
+Net IRR 24.3% — 78th percentile for 2019 vintage VC
+
+Then Claude asks: *"Want me to generate the tear sheet for Nova Dynamics to share on the call?"*
+
+One prompt. Three data sources. Ready in seconds.
+
+Say **"next"** to wrap up.
+
+---
+
+## Section 6: Wrap-Up
+
+You've seen the three core workflows:
+
+| Workflow | How to trigger |
+|---|---|
+| **Fundraising benchmarks** | "How does [fund name] compare to peers?" |
+| **LP reporting tear sheets** | "Download tear sheets for [fund name]" |
+| **LP meeting prep** | "I have a call with [LP name], get me ready" |
+
+**Coming soon:** You'll be able to build and save custom reports directly in your Carta Data
+Explorer firm folder and design custom tear sheets from scratch, right here.
+
+To re-run this tutorial anytime: *"show me the investors tutorial"*
+
+[Run `touch ~/.claude/plugins/cache/carta-plugins/carta-investors/.tutorial-seen`]
+
+You're all set. What would you like to explore first?