How to Use the Carta MCP in AutoGen

Q: How do I add Carta tools to my AutoGen agents?

Install autogen-extmcp. Use mcpservertools with your Vinkius URL, then pass the resulting tool list directly into your AssistantAgent constructor.

Q: What happens when an AutoGen agent calls the Carta MCP Server?

The agent pauses its conversation, executes the tool like getcaptable, and injects the JSON response back into the chat. The other agents then read that data to continue their debate.

Give your AutoGen multi-agent squads direct access to Carta for debating equity and modeling dilution.

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Connect Carta MCP to AutoGen

Create your Vinkius account to connect Carta to AutoGen 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 AutoGen

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Multi-agent equity modeling

AutoGen agents debate complex problems until they reach consensus. You give a financial agent access to the Carta MCP Server, and it starts pulling raw numbers. It runs `get_cap_table` and `list_option_plans` to build a baseline ownership model. A second agent plays the role of a skeptical auditor. It challenges the first agent's dilution math by checking `list_convertibles` for unpriced SAFEs. They argue over the impact of the liquidation preferences found in `list_share_classes` until they agree on the final numbers.

Automate funding round due diligence

Due diligence requires cross-referencing multiple data points. Your AutoGen setup assigns one agent to verify historical data using `list_funding_rounds`. Another agent checks the current 409A status using `list_valuations`. They compile their findings into a single report. If they spot a discrepancy between the authorized shares in `list_securities` and the issued shares, they trigger a new tool call to investigate. The agents manage the entire verification workflow autonomously.

Native AutoGen MCP Server integration

Connecting this server takes minutes. You install the MCP extension and pass the Vinkius endpoint to mcp_server_tools. The McpToolAdapter automatically translates the Carta tool schemas into formats your AssistantAgent understands. The agents figure out how to use the tools on their own. You prompt the system to audit stakeholder equity. The agents read the descriptions for `list_stakeholders` and `get_company`, formulate a plan, and execute the calls in the correct sequence.

Setup guide

Set up Carta MCP in AutoGen

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] package
Active Vinkius subscription with a valid endpoint token

1

Install AutoGen with MCP
Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.
2

Fetch tools from the MCP
Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Run your agent
Pass the tools to AssistantAgent and call agent.run(). The agent invokes Carta tools and returns structured results.

agent.py

from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="Carta_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent Carta data")
print(result.messages[-1].content)

Get your connection token →

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] + autogen-agentchat
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Same packages as above. McpWorkbench is ideal when your agent needs stateful sessions across multiple tool calls.
2

Use McpWorkbench as context manager
Wrap your agent in async with McpWorkbench(...) to maintain shared state and resources. The workbench manages the full MCP session lifecycle.
3

Run with workbench
Pass workbench=workbench to your agent. State is preserved across multiple tool calls within the same session.

agent.py

from autogen_ext.tools.mcp import McpWorkbench, SseServerParams
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

async with McpWorkbench(server_params) as workbench:
    agent = AssistantAgent(
        name="Carta_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent Carta data")
    print(result.messages[-1].content)

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.

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Common questions about Carta MCP in AutoGen

Install autogen-ext[mcp]. Use mcp_server_tools with your Vinkius URL, then pass the resulting tool list directly into your AssistantAgent constructor.

Yes. You can provide the tool list to a specific financial agent, while a separate reviewer agent critiques the output based on the raw data pulled from `list_convertibles`.

The agent pauses its conversation, executes the tool like `get_cap_table`, and injects the JSON response back into the chat. The other agents then read that data to continue their debate.

The MCP protocol provides detailed descriptions for every tool. The agent reads these schemas and knows exactly when to call `list_securities` versus `list_share_classes`.

Vinkius handles the connection via an ephemeral V8 sandbox. When your agents pull employee equity grants using `list_stakeholders`, the execution environment spins up, runs the query, and vanishes. No data lingers on our infrastructure.

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