How to Use the Carta MCP in Vercel AI SDK

Stream real-time equity data from Carta directly into your Vercel AI SDK frontends for live cap table updates.

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Connect Carta MCP to Vercel AI SDK

Create your Vinkius account to connect Carta to Vercel AI SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Carta with Vercel AI SDK

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Real-time cap table streaming with Vercel AI SDK

Feed `get_cap_table` results straight into your Next.js UI components. Your users see equity numbers update as the model pulls them, cutting out the middleman. This setup bypasses standard loading states. The Vercel AI SDK handles the stream, so your frontend reflects the latest company data instantly.

Querying Carta equity data in TypeScript

Use `list_securities` or `list_share_classes` to pull specific equity details. You get typed responses that fit right into your existing React logic. Your application logic stays clean when you handle these tools via the SDK. Just pass the tool results to `generateText` and let the runtime manage the flow.

Automating 409A valuation lookups

Trigger `list_valuations` whenever your application needs to reference current strike prices. This MCP Server lets your code react to valuation changes without manual dashboard checks. Keep your product logic synced with your legal documents. Your users see accurate strike price data inside your app the moment the model returns a value.

Setup guide

Set up Carta MCP in Vercel AI SDK

Prerequisites

Node.js 18+ and a TypeScript project
ai + @modelcontextprotocol/sdk packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies

Run npm install ai @modelcontextprotocol/sdk plus your preferred model provider (e.g. @ai-sdk/openai).
2

Create the Streamable HTTP transport

Use StreamableHTTPClientTransport with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and use tools

Call mcpClient.tools() to auto-discover all Carta tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.
4

Works with any model provider

Swap openai("gpt-4o") for any AI SDK provider — Anthropic, Google, Mistral. The MCP tools work identically across all supported models.

index.ts

import { experimental_createMCPClient as createMCPClient } from "ai";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

const transport = new StreamableHTTPClientTransport(
  new URL("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
);

const mcpClient = await createMCPClient({ transport });
const tools = await mcpClient.tools();

const { text } = await generateText({
  model: openai("gpt-4o"),
  tools,
  prompt: "List recent Carta transactions",
});

console.log(text);
await mcpClient.close();

Get your connection token →

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

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place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Carta MCP in Vercel AI SDK

Yes. You connect the server to your SDK client and call the appropriate tool to fetch your data. It displays directly in your UI layer.

Your equity data stays within your authorized connection. We use V8-isolated environments to ensure that only your authenticated requests access sensitive share class information.

Absolutely. Because the SDK streams tool output, your interface updates the second the server responds with your equity details.

You just need the endpoint URL and your auth token. Install the SDK package, point it to the server, and you are ready to query.

We keep your private equity records isolated. The server operates in a secure sandbox, preventing any unauthorized exposure of your company's stakeholder list.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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