# Carta MCP for AI Agents AI Agent Connect > Carta MCP lets your AI agent talk directly to your equity management data. You can query cap tables, check vesting schedules, pull 409A valuations, and look up stakeholder details without leaving your chat interface. It turns complex equity data into conversational answers for founders, HR, and finance teams. ## Overview - **Category:** money-moves - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/ai-agent-connect - **Tags:** equity-management, cap-table, valuation, stock-options, stakeholder-management, financial-compliance ## Description Managing company equity usually means digging through messy spreadsheets or clicking through heavy dashboards to find a single piece of information. If you're trying to explain dilution to a board member or check an employee's vesting status on the fly, that overhead slows you down. This Connector changes that by giving your AI agent a direct line to your Carta data. Instead of manual searching, you can just ask your agent for the current ownership percentages or the latest fair market value. It handles the heavy lifting of navigating your capitalization table and stakeholder registry so you can focus on making decisions. You'll find this works especially well when you need to move fast during a funding round or an audit. Since it's hosted on the Vinkius catalog, you can get it connected to your existing workflow in minutes. It's about getting the right numbers without the navigation fatigue. ## Tools ### list_valuations Get a list of all 409A valuations and their associated dates. This ensures you always have the latest fair market values. ### list_companies See all companies associated with your Carta account. It's useful for managing multiple entities. ### list_share_classes See different share classes including liquidation preferences and conversion rights. It provides a clear view of your capital structure. ### list_option_plans View all active stock option plans. Use this to check the specifics of how options are distributed. ### get_company Retrieve specific details and core data for a single company. Use this to get a high level overview of a specific entity. ### list_stakeholders Pull a full list of everyone with an equity position in the company. This helps you identify key owners quickly. ### list_securities View all types of securities issued by the company. This helps you keep track of different share types and instruments. ### list_funding_rounds Get a history of all funding rounds. It allows you to quickly review your company's capital history. ### list_convertibles See all active convertible notes and SAFEs. This is great for tracking all outstanding debt and equity instruments. ### get_cap_table Pull the complete capitalization table for the company. This gives you a full picture of ownership in one request. ## Prompt Examples **Prompt:** ``` What's our current option pool percentage? ``` **Response:** ``` ### Option Pool Summary * **Total Authorized Shares:** 10,000,000 * **Option Pool Size:** 10% (1,000,000 shares) * **Remaining Unallocated:** 850,000 shares * **Status:** Active This reflects the current allocation based on your latest cap table update. ``` **Prompt:** ``` What's our latest 409A valuation? ``` **Response:** ``` ### Latest 409A Valuation * **Fair Market Value:** $2.85 per share * **Completion Date:** March 15, 2025 * **Validity Period:** Until September 15, 2025 *Note: This value applies to Common Stock.* ``` **Prompt:** ``` How much has João Paulo vested so far? ``` **Response:** ``` ### Vesting Status: João Paulo * **Total Grant:** 50,000 options * **Vested to Date:** 21,875 shares (43.75%) * **Next Vesting Event:** Next month (1,041 shares) * **Schedule:** 4-year vesting with a 1-year cliff. ``` ## Capabilities ### Query cap table summaries Get a full picture of your company's ownership percentages and outstanding shares. ### Check individual vesting schedules See exactly how many shares an employee has vested and when the next event occurs. ### Pull 409A valuation data Retrieve the latest fair market values and valuation dates for compliance reporting. ### Search stakeholder contact info Find individual equity positions and contact details within your shareholder registry. ### View all active securities Get a complete list of all securities issued by the company. ### View funding round history See a full history of your company's funding rounds and capital growth. ## Use Cases ### Board Meeting Prep A CEO asks for the current option pool percentage and the number of shares outstanding. The agent uses get_cap_table to provide the summary instantly. ### Employee Onboarding HR needs to know the specific vesting cliff for a new hire. The agent pulls the data from list_option_plans. ### Fundraising Due Diligence A CFO needs a list of all active SAFEs. The agent uses list_convertibles to generate the list for a potential investor. ### Compliance Audit A legal team needs to see the latest 409A valuation date. The agent uses list_valuations to pull the specific data point. ## Benefits - Get instant cap table summaries using get_cap_table to see ownership percentages without manual calculation. - Check employee vesting schedules with list_option_plans to give HR accurate answers in seconds. - Pull 409A valuations quickly using list_valuations for audit-ready compliance reporting. - Access stakeholder contact info via list_stakeholders to find the right person for any equity question. - Review funding history with list_funding_rounds to keep a clear record of your company's capital growth. - Monitor convertible notes and SAFEs using list_convertibles to track all outstanding debt and equity instruments. ## How It Works The bottom line is you get instant, conversational access to your company's equity and valuation data. 1. Subscribe to the Carta MCP on the Vinkius marketplace. 2. Create an OAuth app in the Carta Developer Portal to get your Client ID and Client Secret. 3. Ask your AI agent to pull specific equity data or summaries. ## Frequently Asked Questions **Can the Carta MCP help me with my cap table?** Yes, it pulls the full capitalization table directly from your account. You can ask for ownership percentages, share classes, and total shares outstanding. **Does the Carta MCP work for 409A valuations?** Yes, it can retrieve your latest 409A valuation data, including the fair market value and the date it was completed. **Can I use the Carta MCP to see employee vesting?** Yes, it can check stock option plans to tell you how many shares an employee has vested and what their next vesting date is. **How does the Carta MCP help with fundraising?** It allows you to quickly pull your funding round history and a list of all active convertible notes and SAFEs for investor review. **Is the Carta MCP good for HR teams?** It's great for HR because it lets you quickly verify grant details and vesting schedules without having to log into the Carta dashboard every time. **Can the Carta MCP list my stakeholders?** Yes, it can query your shareholder registry to find individual equity positions and contact details for everyone involved. **How do I get my Carta API credentials?** Go to the **Carta Developer Portal** at **developer.carta.com** and log in or register. Click **Create App**, fill in the app details (name, homepage URL, grant type, and required scopes), then click **View app details** to find your **Client ID** and **Client Secret**. Copy both values and paste them into the configuration below. Note: Carta's API program is invite-only — if you don't have access, email **developers@carta.com** to request it. **Can my AI agent tell me exactly how much equity remains in our option pool?** Yes. Ask your agent to pull the cap table and it returns the total authorized shares, shares issued, options granted, options exercised, and the remaining unallocated pool — giving you an instant snapshot of your equity position. Perfect for board meetings, fundraising conversations, or new-hire planning where you need the numbers immediately. **What if a new hire asks about their vesting schedule during onboarding?** Your AI agent can pull any employee's grant details including total shares granted, vesting start date, cliff date, monthly vesting rate, and shares already vested — so HR can answer equity questions instantly during the onboarding call without opening the Carta dashboard or asking Legal. **Can this handle companies with complex multi-round fundraising histories?** Yes. The integration retrieves the full cap table structure including Seed, Series A, B, C rounds and beyond, convertible notes, SAFEs, and all share classes. Perfect for late-stage startups preparing for IPO, companies running secondary sales, and legal teams performing due diligence on cap table complexity.