Carta MCP. Analyze ownership and valuation without opening a single dashboard.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Carta MCP Server gives your AI agent direct access to corporate finance data. Query cap tables, check vesting schedules, and pull 409A valuations without opening the Carta dashboard.
It lets you manage equity operations and compliance data conversationally, making due diligence instant.
What your AI agents can do
Get cap table
Retrieves the company’s full capitalization table, showing ownership percentages and shares outstanding.
Get company
Fetches basic details about the company structure and identifiers.
List companies
Lists all associated companies within the system.
The agent retrieves the complete cap table, detailing shares outstanding, share classes, and ownership breakdown for the company.
The agent fetches general information about the company, including its core structure and identifiers.
The agent retrieves a list of all associated companies managed within the Carta system.
The agent lists all convertible notes and SAFE agreements tied to the company.
The agent pulls a historical record of all funding rounds the company has completed.
The agent retrieves details about all active and historical stock option plans.
The agent provides a comprehensive list of every security class and type associated with the company.
The agent lists all defined share classes, including their specific liquidation preferences and conversion rights.
The agent queries the shareholder registry to get a list of all current stakeholders and their equity positions.
The agent fetches the latest 409A valuation reports, including fair market values and dates.
Ask AI about this MCP
Supported MCP Clients
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Carta MCP Server: 10 Tools for Equity & Valuation
These tools give your AI agent direct, programmatic access to every aspect of your company's equity and financial structure, from ownership to historical funding.
019d7569get cap table
Retrieves the company’s full capitalization table, showing ownership percentages and shares outstanding.
019d7569get company
Fetches basic details about the company structure and identifiers.
019d7569list companies
Lists all associated companies within the system.
019d7569list convertibles
Lists all outstanding convertible notes and SAFEs.
019d7569list funding rounds
Retrieves a history of all completed funding rounds.
019d7569list option plans
Lists all defined stock option plans and their parameters.
019d7569list securities
Provides a list of every security class currently associated with the company.
019d7569list share classes
Lists all defined share classes, including their liquidation preferences and conversion rights.
019d7569list stakeholders
Queries the shareholder registry to list all current owners and their equity holdings.
019d7569list valuations
Retrieves the latest 409A valuation reports and fair market values.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Carta, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI agent talks directly to Carta, letting you manage corporate finance stuff and compliance data without ever touching the dashboard. You'll query cap tables, check vesting schedules, and pull 409A valuations just by asking. It makes due diligence instant.
get_cap_table retrieves the company's full capitalization table, showing ownership percentages and shares outstanding. get_company fetches general details about the company structure and identifiers. list_companies lists all associated companies within the system. list_convertibles lists all outstanding convertible notes and SAFEs. list_funding_rounds retrieves a history of all completed funding rounds. list_option_plans lists all defined stock option plans and their parameters. list_securities provides a list of every security class currently associated with the company. list_share_classes lists all defined share classes, including their liquidation preferences and conversion rights. list_stakeholders queries the shareholder registry to list all current owners and their equity holdings. list_valuations retrieves the latest 409A valuation reports and fair market values.
How Carta MCP Works
- 1 Subscribe to the Carta integration on the marketplace and set up the OAuth app in the Carta Developer Portal.
- 2 Instruct your AI agent with a specific request (e.g., 'What is the total ownership of Series A investors?').
- 3 The agent executes the necessary tools, processes the data, and presents a clear, conversational answer.
The bottom line is you get the answers about equity and ownership without ever logging into the Carta web dashboard.
Who Is Carta MCP For?
Founders, CEOs, CFOs, and Legal Counsel who need instant, accurate answers about ownership and corporate structure. You’re tired of manually cross-referencing Excel sheets or waiting for finance to run a data dump. This tool gives you a real-time, conversational source of truth for your company's equity.
Getting instant answers about dilution, ownership percentages, and the current equity pool size during board meetings or fundraising calls.
Pulling the latest 409A valuations and compliance data instantly for audits, due diligence, and quarterly reporting.
Checking complex vesting schedules and grant details for employees without navigating multiple internal dashboards.
What Changes When You Connect
- Instant Cap Table Review: Use
get_cap_tableto get a real-time view of dilution and ownership splits instantly. You don't have to wait for the finance team to run a report. - Compliance Data on Demand:
list_valuationspulls the latest 409A data. This gives CFOs instant proof points for audits and fundraising diligence. - Vesting Schedule Tracking: Check employee grants and vesting status by querying the data. You can track complex equity movements without navigating the HR dashboard.
- Full Ownership Picture:
list_stakeholdersandlist_securitieslet you query every owner and every security type, ensuring you see the complete picture of the company's structure. - Funding History: Use
list_funding_roundsto build a quick timeline. You get a complete record of how the company got where it is, all in one query. - Convertible Debt Visibility:
list_convertiblessurfaces all outstanding SAFEs and convertible notes, keeping track of debt that converts into equity.
Real-World Use Cases
Preparing for a Board Meeting
A CEO needs to know the current ownership split and remaining option pool size before a board meeting. Instead of opening the dashboard and clicking through tabs, they ask their agent: 'What's the current cap table summary?' The agent runs get_cap_table and immediately provides the exact ownership percentages and unallocated shares.
Due Diligence for a Series B Round
A VC analyst needs to validate the company's valuation and ownership structure. They ask their agent to run list_valuations and get_cap_table. The agent pulls the 409A data and compares it against the current ownership data, giving the analyst a complete, audit-ready snapshot in minutes.
Onboarding a New Employee
The People Ops manager needs to check an employee's grant details and vesting status. They ask the agent to check the vesting schedules. The agent runs the necessary tools and reports exactly when the next milestone payment occurs, eliminating manual dashboard checks.
Tracking Complex Debt Instruments
The legal team needs to know if there are any outstanding SAFEs or convertible notes affecting the current cap table. They ask the agent to run list_convertibles. The agent surfaces this debt, allowing the legal team to adjust their risk model immediately.
The Tradeoffs
Manual Cross-Referencing
Trying to calculate total ownership by exporting data from the cap table, then manually cross-referencing it with the list of stakeholders in a spreadsheet.
→
Let your agent run get_cap_table and list_stakeholders together. The agent processes the two streams and provides a single, reconciled answer, saving hours of manual reconciliation.
Ignoring Share Class Details
Assuming all shares are treated equally when calculating dilution, leading to an incorrect view of liquidation preferences.
→
Use list_share_classes first. This reveals the specific rights and preferences of each class, ensuring your dilution calculation is mathematically correct.
Stale Valuation Data
Using an old valuation figure from a spreadsheet because the finance team hasn't updated the file, leading to misreported financials.
→
Run list_valuations to pull the absolute latest 409A report. This confirms the current fair market value, guaranteeing compliance accuracy.
When It Fits, When It Doesn't
Use this if your core need is understanding who owns what, how much it's worth, and what rights they have. You need to calculate dilution, check compliance data (like 409A), or track employee equity.
Don't use this if you just need to know general company contact info, or if you're only tracking payroll data. For those, a general directory or HR tool is better. If you only need to list the names of all associated companies, list_companies works, but it won't give you the financial depth of the full get_cap_table.
This toolset is for financial due diligence. It’s not a general data source; it’s a specialized financial ledger.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Carta. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Crunching ownership data used to take hours of spreadsheet clicking.
Before, if you needed to understand who owned what and how much it was worth, you had to open the Carta dashboard. Then you'd navigate to the cap table, pull the data, then switch tabs to the shareholder registry, and finally check the 409A valuation. It was a manual, multi-step process of clicking, exporting, and cross-referencing files that often led to outdated numbers.
Now, you just ask your agent. You say, 'Show me the current ownership split and the latest valuation.' The agent runs `get_cap_table` and `list_valuations` in the background, stitching together a single, accurate answer in seconds. It’s the difference between waiting all day and getting the answer immediately.
Carta MCP Server: Get the definitive ownership picture.
Forget manually running separate reports for convertible notes, option plans, and share classes. The Carta MCP Server consolidates all these sources. You can ask the agent to list convertible notes (`list_convertibles`) and compare that to the current list of share classes (`list_share_classes`) in one prompt.
The result is a single, authoritative view of your entire capital structure. You don't piece it together anymore; you just ask, and the answer is delivered.
Common Questions About Carta MCP
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.
Using the `list_stakeholders` tool, how does Carta track ownership details for non-investor employees? +
The list_stakeholders tool queries the full shareholder registry, capturing individual equity positions regardless of whether they're investors or employees. It pulls detailed ownership data directly from the system of record.
If I call `get_cap_table` for a company, what data fields are included besides just shares outstanding? +
The get_cap_table tool provides a comprehensive breakdown, including share classes, ownership percentages, and the total shares outstanding. You'll get the full picture of the company's capital structure.
How does the Carta integration handle data when I use `list_valuations` for multiple companies? +
The integration supports querying valuations for multiple entities. You simply pass the necessary company identifiers, and the agent aggregates the latest 409A data for all specified organizations.
What information can I get by calling `list_convertibles` regarding SAFEs and convertible notes? +
The list_convertibles tool lists all outstanding convertible notes and SAFEs. It details the terms, principal amounts, and associated maturity dates for compliance and reporting.
Multi-server workflows that include Carta MCP
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Your portfolio valuations compared, market comps pulled, benchmark report built , know if $12M pre-money for a Seed is reasonable before you negotiate
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MCP Servers for Cap Table Dilution Modeling
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MCP Servers for Data-Driven LP Updates
Traction signals read, cap tables checked, LP update emails sent , your quarterly letter writes itself from real data
Track Accelerator Cohort Progress Using MCP
Equity stakes tracked, cohort traction measured week by week, progress reports built , run your accelerator batch like a fund, not a classroom
Track Real-Time Portfolio Valuations Using MCP
Cap table pulled, public comps priced, portfolio marks updated , know what your startup investments are worth today, not last quarter
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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