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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use Carta with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Equip your AI agent with direct access to Carta. query cap tables, review equity grants, and monitor 409A valuations without opening the equity management dash

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 10 capabilities

The complete Carta capability set.

These are the exact actions your AI can choose when you ask it to work with Carta.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Carta.

  1. 01

    List option plans

    List stock option plans

  2. 02

    List funding rounds

    List funding rounds

  3. 03

    List securities

    List all securities

  4. 04

    List stakeholders

    List all stakeholders

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Carta.

  1. 05

    Get cap table

    Get the full cap table

  2. 06

    Get company

    Get company details

  3. 07

    List companies

    List all companies

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Carta.

  1. 08

    List convertibles

    List convertible notes and SAFEs

  2. 09

    List share classes

    With liquidation preferences and conversion rights. List share classes

  3. 10

    List valuations

    List 409A valuations

Observed, not estimated

843ms average. Fast in production.

Carta is checked daily against the live service.

Daily averagePeak 1019ms
Aug 20Today
Fastest day
720ms
Slowest day
1019ms
14-day trend
Slowing+14%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Carta, so you can see the experience inside your AI.

It does not authenticate your account with Carta. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Carta Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  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.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "carta-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions Carta owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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.

  • 04

    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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