Conecta Carta a ChatGPT, Claude y Gemini

• 01 / 03Cómo auditar el cap table
• 02 / 03Cómo controlar el vesting de acciones
• 03 / 03Cómo verificar valoraciones

Día más rápido

747ms

Día más lento

1247ms

Tendencia de 14 días

Ralentizando+6%

Carta Connector

Todo listo. Elige tu cliente MCP y sigue las instrucciones de configuración.

Enlace del conectorhttps://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcpCopiar

Claude Desktop

Sigue los pasos siguientes para conectarte en segundos.

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.

Configuración · claude_desktop_config.jsonCopiar

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

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

Las instrucciones paso a paso para cada cliente están en la guía. Cómo conectar

¿Configuración guiada para Claude? Conectar Carta con Claude y otras IA

Ve todos los clientes de IA con los que funciona este connector ↑

• 01

  Fundadores y CEOs

  Para obtener respuestas inmediatas sobre dilución, porcentajes de propiedad y disponibilidad del pool de opciones en reuniones de junta.

• 02

  Recursos Humanos y People Ops

  Para verificar calendarios de vesting y detalles de concesiones de empleados sin entrar al panel de Carta.

• 03

  CFOs y Equipos Legales

  Para extraer valoraciones 409A y datos de cumplimiento para auditorías y procesos de levantamiento de capital.

• 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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