How to Use the Carta MCP in Cline

Q: Can Cline create a new file with my Carta data?

Yes, that's exactly what Cline does. It can use tools like listcompanies from the Carta server, then write that data into a new file, a new component, or even a test suite.

Have Cline build financial dashboards and reports using your live Carta data. No manual data entry.

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Connect Carta MCP to Cline

Create your Vinkius account to connect Carta to Cline 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 Cline

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Build Dashboards with Live Cap Table Data

Connect Cline to your Carta account through this MCP Server. Now you can tell it to 'build a React component that displays the cap table.' Cline will use `get_cap_table` to fetch the data, write the component code, and even add tests. This isn't just about getting data. It's about building with it. Cline can use `list_stakeholders` and `list_securities` to create a new page in your admin panel for investor relations. It handles the entire task, from API call to file creation.

Automate Financial Reporting with Cline

Stop exporting CSVs for your reports. Give Cline a prompt like 'generate a summary of all convertible notes.' It will use the `list_convertibles` tool to get the raw data and then write a script to format it exactly how you need it. You can also have it build more complex reports. For instance, 'create a script that pulls all 409A valuations and plots them over time.' Cline will use `list_valuations`, write the plotting code, and save the output file for you. It's full-cycle automation.

Code Against Your Equity Structure

This server turns your Carta data into a live API for Cline. You can ask it to 'write a function that checks for unissued options in our main plan.' Cline will use `list_option_plans` to get the data and write the logic for you. It's also great for due diligence prep. Tell Cline, 'create a file with the liquidation preferences for all share classes.' It will call `list_share_classes` and generate the document, saving you hours of manual copy-pasting.

Setup guide

Set up Carta MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type carta-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Carta refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

{
  "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 Cline

Yes, that's exactly what Cline does. It can use tools like `list_companies` from the Carta server, then write that data into a new file, a new component, or even a test suite.

Open the Cline sidebar in VS Code and find the MCP Servers icon. You can install the Carta server with one click from the Marketplace. Cline immediately discovers the tools.

With a regular client, you write the code to call the API. With Cline, you describe the goal, and it writes the code for you, using the Carta data it fetches.

Absolutely. You can ask it to 'list all stakeholders and their securities.' Cline will figure out it needs to call both `list_stakeholders` and `list_securities` and then combine the results for you.

Your connection is direct and ephemeral. Vinkius uses a zero-trust model, meaning your Carta credentials are only used for the transaction and are never logged or stored. The server only touches the specific equity data you request.

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