Bring Equity Management
to CrewAI
Create your Vinkius account to connect Carta to CrewAI 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 CrewAI?
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.
- —
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
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CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the
mcpsparameter 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 in CrewAI
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 CrewAI 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 CrewAI
Every request between CrewAI 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 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.
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.
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