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 CrewAI 10 tools — connect in under 2 minutes

Name: Carta
Availability: InStock
Author: Vinkius

docs.crewai.com/mcp/overview

Built by Vinkius GDPR 10 Tools Framework

Connect your CrewAI agents to Carta through Vinkius, pass the Edge URL in the `mcps` parameter and every Carta tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

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

from crewai import Agent, Task, Crew

agent = Agent(
    role="Carta Specialist",
    goal="Help users interact with Carta effectively",
    backstory=(
        "You are an expert at leveraging Carta tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Carta "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 10 available tools "
        "and what they can do."
    ),
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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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.

When paired with CrewAI, Carta becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Carta tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

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 CrewAI 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 CrewAI via MCP

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

Install CrewAI

Run pip install crewai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Customize the agent

Adjust the role, goal, and backstory to fit your use case

Run the crew

Run python crew.py. CrewAI auto-discovers 10 tools from Carta

Why Use CrewAI with the Carta MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Carta through the Model Context Protocol.

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Carta + CrewAI Use Cases

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

Automated multi-step research: a reconnaissance agent queries Carta for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

Scheduled intelligence reports: set up a crew that periodically queries Carta, analyzes trends over time, and generates executive briefings in markdown or PDF format

Multi-source enrichment pipelines: chain Carta tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

Compliance and audit automation: a compliance agent queries Carta against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Carta MCP Tools for CrewAI (10)

These 10 tools become available when you connect Carta to CrewAI 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 CrewAI

Ready-to-use prompts you can give your CrewAI 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 CrewAI

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

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Carta + CrewAI FAQ

Common questions about integrating Carta MCP Server with CrewAI.

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.