Carta MCP Server for Claude Code 10 tools — connect in under 2 minutes
Claude Code is Anthropic's agentic CLI for terminal-first development. Add Carta as an MCP server in one command and Claude Code will discover every tool at runtime — ideal for automation pipelines, CI/CD integration, and headless workflows via the Vinkius.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Carta and 2,500+ MCP Servers from a single visual interface.
# Your Vinkius token — get it at cloud.vinkius.com
claude mcp add carta --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
* 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.
Claude Code registers Carta as an MCP server in a single terminal command. Once connected, Claude Code discovers all 10 tools at runtime and can call them headlessly — ideal for CI/CD pipelines, cron jobs, and automated workflows where Carta data drives decisions without human intervention.
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 Claude Code 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 Claude Code via MCP
Follow these steps to integrate the Carta MCP Server with Claude Code.
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
Add the MCP Server
Run the command above in your terminal
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
Start using Carta
Ask Claude: "Using Carta, show me..." — 10 tools are ready
Why Use Claude Code with the Carta MCP Server
Claude Code provides unique advantages when paired with Carta through the Model Context Protocol.
Single-command setup: `claude mcp add` registers the server instantly — no config files to edit or applications to restart
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
Claude Code runs headlessly, enabling unattended batch processing using Carta tools in cron jobs or deployment scripts
Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Carta + Claude Code Use Cases
Practical scenarios where Claude Code combined with the Carta MCP Server delivers measurable value.
CI/CD integration: embed Carta tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping
Headless batch processing: schedule Claude Code to query Carta nightly and generate reports without human intervention
Shell scripting: pipe Carta outputs into other CLI tools for data transformation, filtering, and aggregation
Infrastructure monitoring: run Claude Code in a cron job to query Carta status endpoints and alert on anomalies
Carta MCP Tools for Claude Code (10)
These 10 tools become available when you connect Carta to Claude Code 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 Claude Code
Ready-to-use prompts you can give your Claude Code 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 Claude Code
Common issues when connecting Carta to Claude Code through the Vinkius, and how to resolve them.
Command not found: claude
npm install -g @anthropic-ai/claude-codeConnection timeout
Carta + Claude Code FAQ
Common questions about integrating Carta MCP Server with Claude Code.
How do I add an MCP server to Claude Code?
claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.Can Claude Code run MCP tools in headless mode?
How do I list all connected MCP servers?
claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.Connect Carta with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Carta to Claude Code
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.