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 OpenAI Agents SDK 10 tools — connect in under 2 minutes

Name: Carta
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 10 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Carta through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Carta Assistant",
            instructions=(
                "You help users interact with Carta. "
                "You have access to 10 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Carta"
        )
        print(result.final_output)

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

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.

The OpenAI Agents SDK auto-discovers all 10 tools from Carta through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Carta, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Carta MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

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

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 10 tools from Carta

Why Use OpenAI Agents SDK with the Carta MCP Server

OpenAI Agents SDK provides unique advantages when paired with Carta through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Carta + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Carta MCP Server delivers measurable value.

Automated workflows: build agents that query Carta, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Carta, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Carta tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Carta to resolve tickets, look up records, and update statuses without human intervention

Carta MCP Tools for OpenAI Agents SDK (10)

These 10 tools become available when you connect Carta to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Carta to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Carta + OpenAI Agents SDK FAQ

Common questions about integrating Carta MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.