• GRANTS
  • TIMELINES
  • PEOPLE
  • HUMAN

How to track employee equity vesting with your AI

Connect Carta to your AI client once. From there, you can query specific grant data and vesting timelines through your chat interface.

Ask AI about this page

Short answer

How can I track employee equity vesting with my AI?

Your AI uses the Carta MCP to pull real-time data on option plans and stakeholder information. You get instant answers on vesting dates and grant specifics. Here is how you get those results.

Where the data goes.

Outcomes of your queries.

The AI pulls information from Carta and presents it in these formats.

GRANTS

View grant details

The AI pulls data from your option plans to show exact grant amounts and terms. You get the numbers you need without clicking through menus.

TIMELINES

Check vesting schedules

Ask about when specific shares vest. The AI calculates the timeline based on the current plan data.

PEOPLE

Audit stakeholder holdings

Get a clear picture of who owns what. The AI lists stakeholders and their associated equity interests.

HUMAN

Manual verification

The AI cannot modify equity or change legal documents. You must manually review and approve any official equity adjustments in Carta.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat and your Carta account.

  1. Fetch plan data

    The AI identifies all active equity programs available in your account.

    list_option_plans

  2. Identify holders

    The AI pulls the list of people holding equity to match them with specific grants.

    list_stakeholders

  3. Analyze schedules

    The AI cross-references the plan details with the stakeholder list to find vesting dates.

    list_option_planslist_stakeholders

  4. Report findings

    The AI presents the requested vesting information in your chat window.

    list_option_plans

Try it

Copy these to start.

Use these prompts to begin interacting with your equity data.

Starting points

Replace the names in brackets with the actual names of your employees or specific plan names.

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 the vesting schedule for [Employee Name].

  • List all active option plans in my Carta account.

  • How many shares does [Stakeholder Name] currently hold?

  • When is the next major vesting cliff for the [Plan Name]?

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

Start here

Connect Carta once, then ask.

One connection links your AI to your Carta data. Your credentials stay encrypted and secure on our side.

Connect Carta to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change equity grants?

    No. The AI can only read data from Carta. It cannot create, edit, or delete any equity grants or plans.

  • 02

    Can I use this to issue new options?

    No. This MCP is for monitoring and retrieving information. You must use the Carta dashboard to issue new grants.

  • 03

    Does the AI see all my data?

    The AI only accesses the specific data provided by the list_option_plans and list_stakeholders tools.

  • 04

    Can the AI update employee contact info?

    No. The available tools are limited to reading option plans and stakeholder lists.

  • 05

    Do I need to stay logged into Carta?

    No. Once you connect the MCP, your AI client can pull the data even if you don't have a Carta tab open.

  • More questions about Carta? See everything the Carta Connector can do

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