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Carta MCP Server

Name: Carta
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR ToolsFree for Subscribers

Equip your AI agent with direct access to Carta — query cap tables, review equity grants, and monitor 409A valuations without opening the equity management dashboard.

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What is the Carta MCP Server?

The Carta MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Carta via 10 tools. Equip your AI agent with direct access to Carta — query cap tables, review equity grants, and monitor 409A valuations without opening the equity management dashboard. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (10)

get_cap_tableget_companylist_companieslist_convertibleslist_funding_roundslist_option_planslist_securitieslist_share_classeslist_stakeholderslist_valuations

Tools for your AI Agents to operate Carta

Ask your AI agent "Show me our current cap table summary." and get the answer without opening a single dashboard. With 10 tools connected to real Carta data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

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Carta MCP Server capabilities

10 tools

get_cap_table

Get the full cap table

get_company

Get company details

list_companies

List all companies

list_convertibles

List convertible notes and SAFEs

list_funding_rounds

List funding rounds

list_option_plans

List stock option plans

list_securities

List all securities

list_share_classes

with liquidation preferences and conversion rights. List share classes

list_stakeholders

List all stakeholders

list_valuations

List 409A valuations

What the Carta MCP Server unlocks

Connect Carta to your AI agent and manage your company's equity operations, stakeholder information, and compliance data conversationally.

What you can do

Cap Table Queries — Retrieve your company's capitalization table including shares outstanding, share classes, and ownership percentages.
Equity Grants — List active stock option grants, vesting schedules, exercise windows, and grant statuses.
409A Valuations — Access your latest 409A valuation data and fair market values for compliance reporting.
Stakeholder Directory — Query your shareholder registry to find individual equity positions and contact details.

How it works

1. Subscribe to the Carta integration on the marketplace.
2. Create an OAuth app in the Carta Developer Portal (developer.carta.com → Create App → copy Client ID and Client Secret).
3. Ask your AI agent to query cap tables, check vesting schedules, or pull 409A data.

Who is this for?

Founders & CEOs — Get instant answers about dilution, ownership percentages, and equity pool availability during board meetings.
HR & People Ops — Check vesting schedules and grant details for employees without navigating the Carta dashboard.
CFOs & Legal Teams — Pull 409A valuations and compliance data instantly for audits and fundraising diligence.

Frequently asked questions about the Carta MCP Server

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.