How to Use the Carta MCP in LlamaIndex

Q: Can LlamaIndex index Carta cap tables?

It pulls the live data via getcaptable and uses it as context for your queries. You ask a question, and the agent reads the current cap table to formulate its answer.

Q: What Carta data can LlamaIndex access via MCP?

The server exposes ten tools. Your agent can read liststakeholders, check listcompanies, or parse listshareclasses depending on what you allow in the configuration.

Index your Carta cap tables and funding history directly into LlamaIndex for grounded RAG applications.

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Connect Carta MCP to LlamaIndex

Create your Vinkius account to connect Carta to LlamaIndex 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 LlamaIndex

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RAG over your equity structure

LlamaIndex takes live API data and turns it into searchable knowledge. You plug the Carta MCP Server into your agent, and it pulls the full ownership breakdown using `get_cap_table`. That data gets indexed alongside your static legal documents. When you ask about liquidation preferences, the agent does not guess. It searches the index, hits the live `list_share_classes` tool for current rights, and synthesizes an answer grounded in hard facts. You get responses backed by actual Carta records.

Query historical valuations with LlamaIndex

Tracking 409A changes usually means digging through dashboards. Your LlamaIndex agent just runs `list_valuations` and embeds the historical data into your vector store. You query how your strike prices changed over the last three years in plain English. The agent cross-references those valuations against past funding events. It calls `list_funding_rounds`, indexes the dates, and builds a timeline. You ask a question, and the system retrieves the exact sequence of events that led to your current valuation.

Grounded answers for convertible notes

SAFEs and convertible notes get complicated fast. Your setup uses `list_convertibles` to pull the outstanding notes and feeds them into a FunctionAgent. The agent reads the terms and calculates potential dilution scenarios based on real data. You filter exactly what the agent can access using the allowed_tools parameter. If you only want it querying `list_option_plans` and `list_securities`, you lock it down. The agent stays focused on the specific data vectors you actually need for your RAG pipeline.

Setup guide

Set up Carta MCP in LlamaIndex

Prerequisites

Python 3.10+ installed
llama-index-tools-mcp package
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.
2

Connect with BasicMCPClient
Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.
3

Convert to LlamaIndex tools
Call mcp_tool_spec.to_tool_list_async() to convert all Carta MCP tools into native FunctionTool objects that any LlamaIndex agent can use.
4

Run with any LLM
Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py

from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to Carta tools.",
)
response = await agent.run("List recent Carta data")

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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 LlamaIndex

Install llama-index-tools-mcp. Initialize BasicMCPClient with your Vinkius URL, wrap it in McpToolSpec, and await to_tool_list_async() to feed your FunctionAgent.

It pulls the live data via `get_cap_table` and uses it as context for your queries. You ask a question, and the agent reads the current cap table to formulate its answer.

The server exposes ten tools. Your agent can read `list_stakeholders`, check `list_companies`, or parse `list_share_classes` depending on what you allow in the configuration.

LlamaIndex can embed the tool outputs into your vector store for future semantic search. You control whether the agent hits the live API or queries the indexed historical data.

Vinkius operates a zero-trust architecture. When your agent fetches `list_valuations`, the request routes through an isolated sandbox that destroys itself after executing. We store zero persistent data.

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