Integrate Carta with Claude, Cursor, Chatbots & AI Agents MCP Server

Equip your AI agent with direct access to Carta — query cap tables, review equity grants, and monitor 409A valuations without opening the equity management dashboard.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

get

Get cap table on Carta

Get the full cap table

get

Get company on Carta

Get company details

list

List companies on Carta

List all companies

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List convertibles on Carta

List convertible notes and SAFEs

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List funding rounds on Carta

List funding rounds

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List option plans on Carta

List stock option plans

list

List securities on Carta

List all securities

list

List share classes on Carta

with liquidation preferences and conversion rights. List share classes

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List stakeholders on Carta

List all stakeholders

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List valuations on Carta

List 409A valuations

Security & Code Integrity Audit

Every tool in the Carta MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

What if a new hire asks about their vesting schedule during onboarding?

Your AI agent can pull any employee's grant details including total shares granted, vesting start date, cliff date, monthly vesting rate, and shares already vested — so HR can answer equity questions instantly during the onboarding call without opening the Carta dashboard or asking Legal.

Automated Workflows using Carta

Use Carta with any AI agent framework to process, analyze, and mutate data securely via the Model Context Protocol.

Optimizing equity management with Claude

Use the Carta server to execute equity management operations from your AI agent. The protocol manages state and authentication for continuous money moves workflows.

Managing cap table inside Claude

Build automated workflows involving cap table by connecting Carta. It provides Claude and ChatGPT with direct API hooks into your money moves ecosystem.

Carta. Runs on everything.

From IDE to framework. Every connection governed by Vinkius.

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