Carta MCP Server for Cline 10 tools — connect in under 2 minutes
Cline is an autonomous AI coding agent inside VS Code that plans, executes, and iterates on tasks. Wire Carta through Vinkius and Cline gains direct access to every tool. from data retrieval to workflow automation. without leaving the terminal.
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.
{
"mcpServers": {
"carta": {
"url": "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.
Cline operates autonomously inside VS Code. it reads your codebase, plans a strategy, and executes multi-step tasks including Carta tool calls without waiting for prompts between steps. Connect 10 tools through Vinkius and Cline can fetch data, generate code, and commit changes in a single autonomous run.
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 Cline 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 Cline via MCP
Follow these steps to integrate the Carta MCP Server with Cline.
Open Cline MCP Settings
Click the MCP Servers icon in the Cline sidebar panel
Add remote server
Click "Add MCP Server" and paste the configuration above
Enable the server
Toggle the server switch to ON
Start using Carta
Ask Cline: "Using Carta, help me...". 10 tools available
Why Use Cline with the Carta MCP Server
Cline provides unique advantages when paired with Carta through the Model Context Protocol.
Cline operates autonomously. it reads your codebase, plans a strategy, and executes multi-step tasks including MCP tool calls without step-by-step prompts
Runs inside VS Code, so you get MCP tool access alongside your existing extensions, terminal, and version control in a single window
Cline can create, edit, and delete files based on MCP tool responses, enabling end-to-end automation from data retrieval to code generation
Transparent execution: every tool call and file change is shown in Cline's activity log for full visibility and approval before committing
Carta + Cline Use Cases
Practical scenarios where Cline combined with the Carta MCP Server delivers measurable value.
Autonomous feature building: tell Cline to fetch data from Carta and scaffold a complete module with types, handlers, and tests
Codebase refactoring: use Carta tools to validate live data while Cline restructures your code to match updated schemas
Automated testing: Cline fetches real responses from Carta and generates snapshot tests or mocks based on actual payloads
Incident response: query Carta for real-time status and let Cline generate hotfix patches based on the findings
Carta MCP Tools for Cline (10)
These 10 tools become available when you connect Carta to Cline 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 Cline
Ready-to-use prompts you can give your Cline 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 Cline
Common issues when connecting Carta to Cline through the Vinkius, and how to resolve them.
Server shows error in sidebar
Carta + Cline FAQ
Common questions about integrating Carta MCP Server with Cline.
How does Cline connect to MCP servers?
Can Cline run MCP tools without approval?
Does Cline support multiple MCP servers at once?
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Connect Carta to Cline
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.