How to Use the Carta MCP in Claude

Q: How do I connect Carta to my Claude Desktop app?

To link them, open your claudedesktopconfig.json file and add the Carta MCP server configuration under the mcpServers key. Once you save the file and restart your app, the Claude Desktop interface will show a hammer icon indicating the equity tools are ready.

Q: What happens when I ask Claude Desktop to list our funding rounds?

Your desktop client triggers the listfundingrounds tool behind the scenes to fetch the raw financial details. Claude Desktop then parses that data to present a clean chronological summary of your company's capital history.

Get live Carta cap tables and option plans right inside Claude Desktop without context switching.

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Connect Carta MCP to Claude Desktop

Create your Vinkius account to connect Carta to Claude Desktop 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 Desktop

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Audit Cap Tables Directly in Claude Desktop

By calling `get_cap_table` and `list_stakeholders`, the Carta MCP server feeds your Claude Desktop chat with complete ownership data. You can quickly verify equity distribution while drafting investor updates or reviewing hiring plans. Your agent parses the raw JSON payload from Carta and presents clean, readable summaries on demand.

Analyze Valuations via the Carta MCP Server

Running `list_valuations` and `list_funding_rounds` delivers your company's official financial history straight to your Claude Desktop window. Financial analysis becomes conversational when your agent reads these live metrics directly. You get instant access to liquidation preferences and conversion rights by running `list_share_classes` right alongside your current financial model.

Inspect Securities and Convertible Notes

Querying `list_convertibles` and `list_option_plans` pulls outstanding SAFEs and pool details directly into your Claude Desktop workspace. This direct connection ensures you never miscalculate dilution when modeling new SAFEs. Executing `list_securities` lets you cross-reference active grants against your actual pool limits in real-time.

Setup guide

Set up Carta MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Carta MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Carta MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under carta-mcp.

json

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

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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 Desktop

To link them, open your claude_desktop_config.json file and add the Carta MCP server configuration under the mcpServers key. Once you save the file and restart your app, the Claude Desktop interface will show a hammer icon indicating the equity tools are ready.

No, this integration is strictly read-only. The server relies on tools like `get_cap_table` and `list_stakeholders` to fetch data, meaning Claude Desktop cannot execute transactions or edit equity grants.

Yes, you can configure it as a custom connector within the claude.ai browser settings. Just paste the secure URL provided by Vinkius into your integrations panel to authorize access.

Your desktop client triggers the `list_funding_rounds` tool behind the scenes to fetch the raw financial details. Claude Desktop then parses that data to present a clean chronological summary of your company's capital history.

Vinkius runs the server in an isolated sandbox to ensure your cap tables and 409A valuations are never exposed. Your credentials remain encrypted, and Claude Desktop only receives the specific data payloads required to answer your active prompt.

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