How to Use the Carta MCP in VS Code Copilot

Q: How do we roll out the Carta MCP server to our team in VS Code Copilot?

Establish a team-wide setup by committing an .vscode/mcp.json file to your project repository. This ensures every developer using VS Code Copilot has instant access to the equity tools without manual configuration.

Q: How does VS Code Copilot handle stakeholder queries?

When you ask about equity holders, the editor calls liststakeholders to fetch the raw list. VS Code Copilot then processes this data to answer your question directly in the chat panel.

Share real-time Carta cap table access with your whole team inside VS Code Copilot.

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Connect Carta MCP to VS Code Copilot

Create your Vinkius account to connect Carta to VS Code Copilot 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 VS Code Copilot

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Share Equity Context Across Your VS Code Copilot Team

Broadcasting `get_cap_table` and `list_stakeholders` provides your entire team with live ownership data inside VS Code Copilot. Developers building investor portals or internal equity tools can instantly reference the same live data. Nobody has to share raw CSV files or manage individual API keys to get their work done.

Verify Share Classes and Valuations in VS Code Copilot

Running `list_share_classes` and `list_valuations` delivers precise conversion rights and historical pricing directly to VS Code Copilot. Your editor uses these real-time numbers to validate your code's financial logic on the fly. Executing `list_funding_rounds` ensures your dilution models match actual historical events.

Reference SAFEs and Option Pools Instantly

Fetching `list_convertibles` and `list_option_plans` brings outstanding SAFEs and pool limits straight into your VS Code Copilot workspace. This immediate access allows your team to write precise option-granting logic without guesswork. When verifying individual security records, `list_securities` pulls the exact data you need to keep your code accurate.

Setup guide

Set up Carta MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Carta MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Carta tools listed. Try asking: "List my recent Carta transactions" and Copilot will invoke them automatically.

.vscode/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 VS Code Copilot

Establish a team-wide setup by committing an `.vscode/mcp.json` file to your project repository. This ensures every developer using VS Code Copilot has instant access to the equity tools without manual configuration.

Rest assured that this integration is completely read-only and cannot execute transactions. VS Code Copilot only uses tools like `get_cap_table` to retrieve data, leaving your actual equity ledger untouched.

Multiple entities are fully supported as long as your API token has the correct permissions. VS Code Copilot will automatically target the correct company based on your query context.

When you ask about equity holders, the editor calls `list_stakeholders` to fetch the raw list. VS Code Copilot then processes this data to answer your question directly in the chat panel.

Your sensitive equity data and valuations are protected by an isolated sandbox environment. The MCP connection runs through an ephemeral V8 sandbox that destroys itself immediately after execution to prevent data leakage.

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