Verbinden Sie Carta mit ChatGPT, Claude und Gemini

• 01 / 03Cap-Table prüfen
• 02 / 03Equity Vesting verfolgen
• 03 / 03Bewertungen prüfen

Schnellster Tag

747ms

Langsamster Tag

1247ms

14-Tage-Trend

Verlangsamend+6%

Carta Connector

Alles bereit. Wählen Sie Ihren MCP-Client und folgen Sie den Einrichtungsschritten.

Connector-Linkhttps://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcpKopieren

Claude Desktop

Folgen Sie den Schritten unten, um sich in Sekunden zu verbinden.

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Carta capabilities are ready to use.

Konfiguration · claude_desktop_config.jsonKopieren

{
  "mcpServers": {
    "carta-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

Schritt-für-Schritt-Anleitungen für jeden Client finden Sie im Guide. Verbinden

Geführte Einrichtung für Claude? Carta in Claude und anderen KI-Tools einrichten

Alle KI-Clients ansehen, mit denen dieser Connector funktioniert ↑

• 01

  Gründer & CEOs

  Erhalten sofortige Antworten zu Verwässerung, Eigentumsanteilen und der Verfügbarkeit von Optionspools während Board-Meetings.

• 02

  HR & People Ops

  Prüfen Vesting-Pläne und Details zu Mitarbeiteranteilen, ohne das Carta-Dashboard nutzen zu müssen.

• 03

  CFOs & Rechtsteams

  Rufen 409A-Bewertungen und Compliance-Daten für Audits oder Fundraising-Prüfungen sofort ab.

• 01

  How do I connect my Carta account to this MCP?

  You need to create an OAuth app in the Carta Developer Portal to obtain a Client ID and Client Secret, then provide those to Vinkius to establish the connection.

• 02

  Which AI clients can I use with this Carta MCP?

  You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 03

  Can I check employee vesting schedules through my AI agent?

  Yes, your agent can access grant details and vesting schedules to provide specific updates on employee equity.

• 04

  Is my equity data secure?

  Vinkius manages the connection and credentials, allowing your agent to interact with Carta through a secure OAuth implementation.

• 05

  Can I see my company's 409A valuation?

  Yes, the MCP includes capabilities to list and retrieve your latest 409A valuations and fair market values.

• 06

  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.

• 07

  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.

• 08

  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.

• 09

  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.

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Vorschläge

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• 

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• 

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