How to Use the Carta MCP in Claude Code

Q: How can I use Claude Code to monitor our Carta 409A valuation?

Write a simple shell script that calls claude carta-mcp.listvaluations and checks the date of the latest entry. Run this script as a cron job to get automated alerts.

Q: What's the command to connect Claude Code to the Carta MCP?

Run claude mcp add --transport http carta-mcp -- . After that, you can call the tools directly, like claude carta-mcp.getcompany.

Pipe your Carta cap table and security data directly into your shell scripts and CI/CD pipelines with Claude Code.

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Connect Carta MCP to Claude Code

Create your Vinkius account to connect Carta to Claude Code 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 Claude Code

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Carta Data in Your Terminal

This MCP Server exposes your Carta data as command-line tools for Claude Code. Run `claude carta-mcp.get_cap_table | jq` to inspect your full cap table without ever leaving the terminal. It's perfect for quick checks and scripting. You can pipe the output anywhere. Need a quick list of all company stakeholders? Just run `claude carta-mcp.list_stakeholders` and send the JSON output to another script, a file, or a monitoring tool. No browser needed.

Automate Equity Audits in CI/CD

Use this server in your CI/CD pipeline to run automated financial checks. Add a step in your GitHub Action that runs `claude carta-mcp.list_valuations` to check if the 409A is current. If not, fail the build or send an alert. You can also set up cron jobs for monitoring. Schedule a script to run `claude carta-mcp.list_convertibles` daily and email a report if any notes are approaching conversion. It's set-and-forget compliance for your backend team.

Scripting for Finance and Ops with an MCP Server

This server is a toolkit for any backend developer or SRE managing finance operations. Write a shell script that uses `claude carta-mcp.list_option_plans` to check available shares before running a hiring script. It connects your HR systems to your equity plan. You can also use it for simple data dumps. A command like `claude carta-mcp.list_securities > securities_backup.json` is all you need to create a point-in-time snapshot of your company's securities for archival purposes. The MCP Server handles the authentication.

Setup guide

Set up Carta MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see carta-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Carta transactions." It will automatically discover and invoke the available Carta tools.

Terminal

claude mcp add --transport http carta-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Carta MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "carta-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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 Claude Code

Write a simple shell script that calls `claude carta-mcp.list_valuations` and checks the date of the latest entry. Run this script as a cron job to get automated alerts.

Run `claude mcp add --transport http carta-mcp -- `. After that, you can call the tools directly, like `claude carta-mcp.get_company`.

Yes, that's the main point. The server returns clean JSON, so you can pipe it directly to tools like `jq`, `grep`, or your own custom scripts for processing.

Yes. As long as the container can run the Claude Code binary and has network access to the Vinkius endpoint, it will work just fine. It's designed for headless environments.

Vinkius handles the request in a short-lived, isolated process. Your Carta authentication token is passed through for the API call and is never written to disk or logged. All operations on your equity and stakeholder data are stateless.

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