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Connect Carta to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage cap tables and compliance through your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Carta.

  1. 01

    List option plans

    This capability lists all available stock option plans within your company.

  2. 02

    List funding rounds

    Use this to get a list of all completed funding rounds.

  3. 03

    List securities

    This capability provides a list of all securities issued by the company.

  4. 04

    List stakeholders

    This capability retrieves a list of all stakeholders in the registry.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Carta.

  1. 05

    Get cap table

    This capability pulls the full capitalization table for your company.

  2. 06

    Get company

    Use this to retrieve specific company details.

  3. 07

    List companies

    This capability returns a list of all companies in your account.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Carta.

  1. 08

    List convertibles

    This capability lists all convertible notes and SAFEs currently held.

  2. 09

    List share classes

    This capability lists all share classes, including liquidation preferences and conversion rights.

  3. 10

    List valuations

    Use this to retrieve a list of all 409A valuations.

Real work

What teams actually run

01

Board Meeting Support

A founder asks their agent for the current option pool availability to answer a director's question immediately.

02

Employee Equity Inquiries

An HR manager checks an employee's specific vesting milestone without logging into the main portal.

03

Fundraising Diligence

A CFO pulls the latest 409A valuation and share class details to prepare for investor review.

04

Cap Table Audits

A legal team verifies the list of all securities and convertible notes to ensure data accuracy.

Automate a task

Put Carta to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Carta works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Carta to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

910ms average. Fast in production.

Carta is checked daily against the live service.

Daily averagePeak 1247ms
Oct 3Today
Fastest day
747ms
Slowest day
1247ms
14-day trend
Slowing+6%

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

Guided setup for Claude? Set up Carta in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Carta owners hand off.

This MCP is built for leadership and operations teams managing private company equity.

  • 01

    Founders and CEOs

    They ask the agent about dilution and ownership during board meetings.

  • 02

    CFOs and Legal Teams

    They use the agent to pull 409A data for audits and fundraising.

  • 03

    HR and People Ops

    They check employee grant details and vesting schedules via chat.

FAQ

Questions Carta owners ask.

  • 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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