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 VS Code Copilot 10 tools — connect in under 2 minutes

Name: Carta
Availability: InStock
Author: Vinkius

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 10 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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.

RecommendedModern Approach — Zero Configuration

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.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "carta": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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.

GitHub Copilot Agent mode brings Carta data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 10 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to integrate the Carta MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using Carta

Ask Copilot: "Using Carta, help me...". 10 tools available

Why Use VS Code Copilot with the Carta MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Carta through the Model Context Protocol.

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Carta + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the Carta MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Carta MCP Tools for VS Code Copilot (10)

These 10 tools become available when you connect Carta to VS Code Copilot 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 VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

Common issues when connecting Carta to VS Code Copilot through the Vinkius, and how to resolve them.

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Carta + VS Code Copilot FAQ

Common questions about integrating Carta MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.