Bring Equity Management
to AutoGen
Create your Vinkius account to connect Carta to AutoGen and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Carta MCP Server?
Connect Carta to your AI agent and manage your company's equity operations, stakeholder information, and compliance data conversationally.
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.
How it works
- Subscribe to the Carta integration on the marketplace.
- Create an OAuth app in the Carta Developer Portal (developer.carta.com → Create App → copy Client ID and Client Secret).
- Ask your AI agent to query cap tables, check vesting schedules, or pull 409A data.
Who is this for?
- Founders & CEOs — Get instant answers about dilution, ownership percentages, and equity pool availability during board meetings.
- HR & People Ops — Check vesting schedules and grant details for employees without navigating the Carta dashboard.
- CFOs & Legal Teams — Pull 409A valuations and compliance data instantly for audits and fundraising diligence.
Built-in capabilities (10)
Get the full cap table
Get company details
List all companies
List convertible notes and SAFEs
List funding rounds
List stock option plans
List all securities
with liquidation preferences and conversion rights. List share classes
List all stakeholders
List 409A valuations
Why AutoGen?
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Carta tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
- —
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Carta tools to solve complex tasks
- —
Role-based architecture lets you assign Carta tool access to specific agents. a data analyst queries while a reviewer validates
- —
Human-in-the-loop support: agents can pause for human approval before executing sensitive Carta tool calls
- —
Code execution sandbox: AutoGen agents can write and run code that processes Carta tool responses in an isolated environment
Carta in AutoGen
Why run Carta with Vinkius?
The Carta connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Carta using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Carta and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Carta to AutoGen through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Carta for AutoGen
Every request between AutoGen and Carta is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does AutoGen connect to MCP servers?
Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Carta tools during their conversation turns.
Can different agents have different MCP tool access?
Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.
Does AutoGen support human approval for tool calls?
Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.
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Install: pip install "autogen-ext[mcp]"
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