How to Use the Carta MCP in Windsurf

Let Windsurf's Cascade agent analyze your Carta cap table and funding rounds automatically, right in your IDE.

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Connect Carta MCP to Windsurf

Create your Vinkius account to connect Carta to Windsurf 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 Windsurf

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Claude

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Check Your Cap Table Instantly

This MCP Server connects Windsurf to your Carta account. Ask Cascade to 'show me the current cap table,' and it will use `get_cap_table` to pull the full ownership structure right into your IDE. No more logging into the Carta website. Cascade can chain commands. Tell it to 'compare the last two funding rounds and list all new stakeholders.' It'll automatically run `list_funding_rounds`, then `list_stakeholders`, and present a summary. You set the goal, it does the work.

Audit Equity and Option Plans with Windsurf

Use this server to have Windsurf keep tabs on your company's equity. You can ask it to check specific option grants with `list_option_plans` or review the details of all outstanding `list_securities`. It's a faster way to get answers during diligence or board prep. Cascade can also monitor things for you. Set a goal like 'alert me if any convertible notes are nearing their maturity date.' It will use `list_convertibles` to check the data and bring it to your attention without you having to ask again.

Track Valuations and Share Classes

This server gives your agent direct access to your company's financial structure in Carta. You can have Windsurf pull the latest 409A valuation with `list_valuations` or inspect the liquidation preferences of different share classes using `list_share_classes`. This is useful for financial modeling right in your editor. Instead of manually exporting data, just ask Windsurf to get the numbers. It fetches the data and can even help you build models with it, since it's already in your coding environment.

Setup guide

Set up Carta MCP in Windsurf

Prerequisites

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

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Carta MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Carta payment history." If connected, Cascade will call the Carta tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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 Windsurf

You just tell Windsurf's Cascade agent what you want, like 'get the cap table.' Cascade finds the `get_cap_table` tool from this server and runs it for you. The result appears directly in your IDE.

Yes, that's what Cascade is for. Give it a goal like 'summarize the last two funding rounds from Carta.' It will chain tools like `list_funding_rounds` and `list_stakeholders` to get you the answer.

Just add the server from the Vinkius Marketplace inside Windsurf. It's a one-click install. After that, Cascade will automatically see all the new Carta tools.

Yes. You don't have to switch contexts or manually export CSVs. You ask a question in plain English and get the data right where you're working.

Vinkius processes your requests in an ephemeral, sandboxed environment. Your Carta token is encrypted and used only for the live API call. No capitalization table or stakeholder data is ever stored.

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