How to Use the Carta MCP in Cursor

Q: Does the Cursor agent support real-time Carta valuation lookups?

Yes, the agent can call listvaluations to pull your latest 409A data directly into your active chat or codebase. This allows Cursor to write accurate financial scripts based on your current share pricing.

Write valuation models and equity logic in Cursor using real data from your Carta account.

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Connect Carta MCP to Cursor

Create your Vinkius account to connect Carta to Cursor 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 Cursor

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Build Financial Models with Live Cap Tables

Using `get_cap_table` and `list_share_classes` allows Cursor to inject live cap table details directly into your codebase. This direct injection means your local scripts run against actual company structures from the start. Developing and debugging your equity calculators happens entirely inside your active file.

Use the Carta MCP Server to Track Active Grants

Invoking `list_convertibles` and `list_option_plans` lets your Cursor agent retrieve active debt instruments and stock option pools without leaving your editor. Your coding assistant can immediately reference these live pools to write precise validation logic. If you need to check specific grant details, `list_securities` provides the exact payload to populate your local files.

Integrate 409A Valuations into Your Code

Pulling `list_valuations` and `get_company` brings official 409A history and company metadata straight into your Cursor coding session. Having this raw financial data on hand prevents manual entry errors in your math. Cross-referencing company metadata via `list_companies` ensures your multi-tenant dashboards query the correct entity.

Setup guide

Set up Carta MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Carta MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Carta transactions." If the MCP tools are loaded correctly, Cursor will call the Carta tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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 Cursor

Configure this globally by adding the server details to your ~/.cursor/mcp.json file. Once added, Cursor will automatically load the equity tools whenever you open a project workspace.

Absolutely not, as the server only exposes read-only endpoints like `get_cap_table` and `list_securities`. Your Cursor editor can query your equity structure but has no write permissions to alter any records.

Yes, the agent can call `list_valuations` to pull your latest 409A data directly into your active chat or codebase. This allows Cursor to write accurate financial scripts based on your current share pricing.

Simply ask the editor's chat interface to show your cap table or stakeholder list. Cursor will execute `list_stakeholders` behind the scenes and format the response as a clean markdown table in your sidebar.

Your cap tables and security records are never stored on external databases or cached by the AI editor. The MCP connection acts as a direct, encrypted pass-through between your local workspace and the secure API.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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