How to Use the Carta MCP in CrewAI

Deploy specialized agent teams in CrewAI to research and analyze your Carta equity records.

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Connect Carta MCP to CrewAI

Create your Vinkius account to connect Carta to CrewAI 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 CrewAI

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CrewAI agent teams for Carta analysis

Assign one agent to `list_companies` and another to analyze `list_option_plans`. The team works together to summarize your entire equity position. This multi-agent approach splits the workload. Your agents coordinate to provide a complete view of your company's equity status.

Hierarchical data processing for Carta in CrewAI

Use a manager agent to delegate `get_company` requests to specialized workers. The manager collects the findings to produce a final report for you. Your crew handles the heavy lifting of data gathering. The MCP Server provides the raw input that your agents transform into clear summaries.

Monitoring Carta data with CrewAI

Set up a monitor agent to periodically check `list_share_classes`. If it spots a change, the crew alerts you or updates your internal records. This keeps your team informed without manual intervention. Your agents watch the equity data for you, flagging only what requires your attention.

Setup guide

Set up Carta MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Carta tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Carta Analyst",
    goal="Access and analyze Carta data via MCP.",
    backstory="Expert analyst with direct Carta access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Carta transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

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

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Carta Analyst",
        goal="Access and analyze Carta data via MCP.",
        backstory="Expert analyst with direct Carta access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Carta transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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 CrewAI

You can absolutely use your agents to fetch and review it. Assign a dedicated agent to handle the equity data so your main crew can focus on action.

Agents share data through the crew's collaborative memory. Once one agent retrieves info, the rest of the team can reference it in their own tasks.

Yes. You can filter tool access so only specific agents, like your data analyst, get permission to query your equity details.

You can. Since each agent operates independently, your crew can pull data from multiple endpoints at once to speed up your research.

All equity information is handled within a secure, ephemeral session. We ensure that your confidential convertible note data is never stored outside your active workflow.

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