How do I get my Carta API credentials?

Go to the **Carta Developer Portal** at **developer.carta.com** and log in or register. Click **Create App**, fill in the app details (name, homepage URL, grant type, and required scopes), then click **View app details** to find your **Client ID** and **Client Secret**. Copy both values and paste them into the configuration below. Note: Carta's API program is invite-only — if you don't have access, email **developers@carta.com** to request it.

Can my AI agent tell me exactly how much equity remains in our option pool?

Yes. Ask your agent to pull the cap table and it returns the total authorized shares, shares issued, options granted, options exercised, and the remaining unallocated pool — giving you an instant snapshot of your equity position. Perfect for board meetings, fundraising conversations, or new-hire planning where you need the numbers immediately.

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.

Can this handle companies with complex multi-round fundraising histories?

Yes. The integration retrieves the full cap table structure including Seed, Series A, B, C rounds and beyond, convertible notes, SAFEs, and all share classes. Perfect for late-stage startups preparing for IPO, companies running secondary sales, and legal teams performing due diligence on cap table complexity.

Carta MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: Carta
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Carta as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="carta_agent",
            tools=tools,
            system_message=(
                "You help users with Carta. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Carta MCP Server

Connect Carta to your AI agent and manage your company's equity operations, stakeholder information, and compliance data conversationally.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Carta tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Cap Table Queries — Retrieve your company's capitalization table including shares outstanding, share classes, and ownership percentages.
Equity Grants — List active stock option grants, vesting schedules, exercise windows, and grant statuses.
409A Valuations — Access your latest 409A valuation data and fair market values for compliance reporting.
Stakeholder Directory — Query your shareholder registry to find individual equity positions and contact details.

The Carta MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Carta to AutoGen via MCP

Follow these steps to integrate the Carta MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from Carta automatically

Why Use AutoGen with the Carta MCP Server

AutoGen provides unique advantages when paired with Carta through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Carta tools to solve complex tasks

Role-based architecture lets you assign Carta tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Carta tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Carta tool responses in an isolated environment

Carta + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Carta MCP Server delivers measurable value.

Collaborative analysis: one agent queries Carta while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Carta, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Carta data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Carta responses in a sandboxed execution environment

Carta MCP Tools for AutoGen (10)

These 10 tools become available when you connect Carta to AutoGen via MCP:

get_cap_table

Get the full cap table

get_company

Get company details

list_companies

List all companies

list_convertibles

List convertible notes and SAFEs

list_funding_rounds

List funding rounds

list_option_plans

List stock option plans

list_securities

List all securities

list_share_classes

with liquidation preferences and conversion rights. List share classes

list_stakeholders

List all stakeholders

list_valuations

List 409A valuations

Example Prompts for Carta in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Carta immediately.

"Show me our current cap table summary."

"What's our latest 409A valuation?"

"How many shares has João Paulo vested so far?"

Troubleshooting Carta MCP Server with AutoGen

Common issues when connecting Carta to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Carta + AutoGen FAQ

Common questions about integrating Carta MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Carta tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.