Connectez Carta à ChatGPT, Claude et Gemini

• 01 / 03Auditer la table de capitalisation
• 02 / 03Suivre l'acquisition des actions
• 03 / 03Vérifier les valorisations

Jour le plus rapide

747ms

Jour le plus lent

1247ms

Tendance sur 14 jours

En ralentissement+6%

Carta Connector

Tout est prêt. Choisissez votre client MCP et suivez les instructions de configuration.

Lien du connecteurhttps://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcpCopier

Claude Desktop

Suivez les étapes ci-dessous pour vous connecter en quelques secondes.

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.jsonCopier

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

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

Les instructions pas à pas pour chaque client sont dans le guide. Comment connecter

Configuration guidée pour Claude ? Configurer Carta avec Claude et les autres IA

Voyez tous les clients IA avec lesquels ce connector fonctionne ↑

• 01

  Fondateurs et CEO

  Obtenez des réponses immédiates sur la dilution, la répartition du capital et la disponibilité du pool d'options lors de vos conseils d'administration.

• 02

  RH et People Ops

  Vérifiez les calendriers de vesting et les détails des attributions pour les employés sans naviguer dans l'interface de Carta.

• 03

  CFO et Équipes Juridiques

  Extrayez instantanément les valorisations 409A et les données de conformité pour les audits et les levées de fonds.

• 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.

• 

  Chatham Financial Connecteur IA

  Manage financial risk and valuations via Chatham Financial — track trades, monitor debt, and access market dat

  Voir
• 

  SEC EDGAR Financials — Revenue, Income, Assets, EPS & Industry Comparison Connecteur IA

  Extract XBRL financial data from SEC filings: revenue, net income, total assets, liabilities, stockholders' eq

  Voir
• 

  Venture Cap Table Modeling Connecteur IA

  Simulate equity ownership, dilution, and exit proceeds across funding rounds.

  Voir
• 

  Restaurant Table Capacity Manager Connecteur IA

  Calculate seating capacity, occupancy rates, and seating distributions.

  Voir

Suggestions

• 

  European Stock Option Taxation Engine Connecteur IA

  Analyze net equity compensation and corporate tax efficiency across European jurisdictions.

  Voir
• 

  Cap Table Modeling Engine Connecteur IA

  Precision modeling for equity ownership, dilution, and exit payouts.

  Voir
• 

  Equity Dilution Modeler Connecteur IA

  Model ownership changes and dilution across multiple venture capital funding rounds.

  Voir
• 

  Accelerator Equity Pool Management Connecteur IA

  Manage and forecast accelerator equity allocation, utilization, and runway.

  Voir