Carta MCP Server
Equip your AI agent with direct access to Carta — query cap tables, review equity grants, and monitor 409A valuations without opening the equity management dashboard.
Vinkius AI Gateway prend en charge le streamable HTTP et le SSE.
Fonctionne avec tous les agents IA que vous utilisez déjà
…et tout client compatible MCP
Carta MCP Server : voyez votre AI Agent en action
Capacités intégrées (10)
get_cap_table
Get the full cap table
get_company
Get company details
list_companies
List all companies
list_convertibles
List convertible notes and SAFEs
list_funding_rounds
List funding rounds
list_option_plans
List stock option plans
list_securities
List all securities
list_share_classes
with liquidation preferences and conversion rights. List share classes
list_stakeholders
List all stakeholders
list_valuations
List 409A valuations
Ce que ce connecteur débloque
Connect Carta to your AI agent and manage your company's equity operations, stakeholder information, and compliance data conversationally.
What you can do
- Cap Table Queries — Retrieve your company's capitalization table including shares outstanding, share classes, and ownership percentages.
- Equity Grants — List active stock option grants, vesting schedules, exercise windows, and grant statuses.
- 409A Valuations — Access your latest 409A valuation data and fair market values for compliance reporting.
- Stakeholder Directory — Query your shareholder registry to find individual equity positions and contact details.
How it works
1. Subscribe to the Carta integration on the marketplace.
2. Create an OAuth app in the Carta Developer Portal (developer.carta.com → Create App → copy Client ID and Client Secret).
3. Ask your AI agent to query cap tables, check vesting schedules, or pull 409A data.
Who is this for?
- Founders & CEOs — Get instant answers about dilution, ownership percentages, and equity pool availability during board meetings.
- HR & People Ops — Check vesting schedules and grant details for employees without navigating the Carta dashboard.
- CFOs & Legal Teams — Pull 409A valuations and compliance data instantly for audits and fundraising diligence.
Questions fréquemment posées
Donnez à vos agents IA la puissance de Carta
Accédez à Carta et à plus de 2 000 serveurs MCP — prêts à être utilisés par vos agents, dès maintenant. Pas de code glue. Pas d'intégrations personnalisées. Branchez simplement Vinkius AI Gateway et laissez vos agents travailler.
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