• OWNERSHIP
  • STRUCTURE
  • AUDIT
  • HUMAN

How to audit cap table ownership with your AI

Connect Carta to your AI client to pull real-time equity data. Once connected, you can ask questions about ownership and share structures without digging through spreadsheets.

Ask AI about this page

Short answer

How can I audit my cap table using AI?

Your AI pulls live data from Carta to identify specific stakeholder positions and share classes. You get a clear breakdown of ownership and equity distribution through a simple chat interface.

The results.

Where your data lands.

The AI processes your Carta data into these specific views.

OWNERSHIP

Stakeholder breakdown

The AI identifies who owns what. You get a list of all equity holders and their current positions.

STRUCTURE

Share class details

The AI pulls the specific rights and types of shares issued. This helps you understand the difference between preferred and common stock.

AUDIT

Ownership verification

The AI compares different data points to find discrepancies. You get a summary of the current cap table state.

HUMAN

Manual adjustments

The AI cannot change equity or issue new shares. You must log in to Carta directly to make any legal or financial changes.

The workflow

What your AI does when the data arrives.

The AI uses specific tools to read your Carta account and answer your questions.

  1. Fetch the cap table

    The AI pulls the full equity ledger to establish a baseline for your questions.

    get_cap_table

  2. Identify share types

    The AI looks at the different classes of stock to explain voting rights or liquidation preferences.

    list_share_classes

  3. Map stakeholders

    The AI identifies every individual or entity holding equity in the company.

    list_stakeholders

  4. Analyze ownership

    The AI combines the ledger and stakeholder data to answer complex questions about dilution or concentration.

    get_cap_tablelist_stakeholders

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are basic questions. Swap out the specific names or share types to match your actual Carta data.

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"
    }
  }
}
Copy into chat04

  • Show me a list of all stakeholders in my Carta account.

  • What are the different share classes currently issued?

  • Who are the top three shareholders by ownership percentage?

  • Give me a breakdown of the common stock holders.

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

Start here

Connect Carta once, then ask.

Follow the link to authorize the connection. Your login credentials stay encrypted and are never shared with the AI.

Connect Carta to your AI

FAQ

Common questions

  • 01

    Can the AI issue new shares to employees?

    No. The AI only has read access to your data. You must use the Carta platform to issue or cancel shares.

  • 02

    Can I use this to update my cap table?

    No. This tool is for auditing and retrieving information. It cannot modify any records in Carta.

  • 03

    Does the AI see all my company data?

    The AI only sees the data it needs to answer your specific questions via the provided tools.

  • 04

    Can I export the audit to a PDF?

    The AI provides text-based answers and breakdowns. You can copy these into your own documents.

  • 05

    How often does the AI see updates?

    The AI pulls live data from Carta every time you ask a question, so it always sees the most recent state.

  • More questions about Carta? The Connector page answers them. See everything the Carta Connector can do

Connect Carta to Claude, Cursor, ChatGPT & more