MCP Recipe for Portfolio KPI Dashboards.
Cap tables centralized, KPIs tracked per company, founder reminders sent automatically , manage your early-stage portfolio from one dashboard
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
Gemini How It Works
Here is what your Monday morning looks like without this: you open 3 different spreadsheets, cross-reference with Carta for the latest valuations, try to remember if CompanyX sent their Q2 numbers (they did not), and realize your portfolio summary for the GP meeting on Wednesday is going to take all day.
With this workflow, your AI agent pulls Carta first , every portfolio company in your fund account: 12 companies, 12 cap tables.
For each: your shares, share class, fully diluted ownership, last 409A valuation, last priced round, option pool size, and any convertible instruments outstanding.
It populates an Airtable base with the equity layer: Company A , you own 5.2% FD, valued at $18M post-money, 12% option pool, $750K in outstanding SAFEs.
Company B , 8.1% FD, valued at $8M, last 409A was $3.50/share 9 months ago (needs refresh). Company C , 3.4% FD, valued at $45M, Series A preferred with 1x liquidation preference.
Then the operational layer: the agent adds KPI fields , ARR, MRR growth, burn rate, runway months, headcount, NPS, churn.
Some are pre-populated from previous reports. Some are empty. For the empty ones, the agent sends Brevo emails to founders: 'Hi Maria , quarterly KPI collection for Fund I reporting.
Please reply with: (1) Current MRR, (2) Burn rate, (3) Cash on hand, (4) Headcount, (5) Key milestone this quarter.
Takes 2 minutes.' The email is professional, short, and hard to ignore because it comes from your fund's domain with a direct reply mechanism.
When the founder replies, you update Airtable. Your Wednesday GP meeting is prepared by Tuesday.
MCP Server Orchestration: 3 MCP Servers, one intelligent agent
Connect Carta, Airtable and Brevo MCP servers so your AI agent pulls equity data for every portfolio company from Carta (cap tables, valuations, share classes, option pools), organizes company KPIs and milestones in an Airtable portfolio database, and sends automated metric collection emails to founders through Brevo. You invested in 12 startups over the last 3 years. Each has a different cap table structure, different reporting cadence, and different KPI format. One founder sends a monthly Notion page. Another sends a quarterly PDF. Two send nothing until you ask. Carta gives you the equity truth , what you own, at what valuation, with what protections. Airtable gives you the operational truth , ARR, burn, runway, headcount. Brevo makes sure founders actually send the numbers. One dashboard. Twelve companies. Zero spreadsheet chaos.
Carta
triggerPulls cap tables, valuations, share classes and option pools for every portfolio company
list_companies get_cap_table list_valuations list_stakeholders Airtable
actionOrganizes portfolio KPIs, milestones and health metrics in a relational database
create_records list_records update_records search_records Brevo
actionSends automated metric collection emails to founders on schedule
send_transactional_email list_crm_contacts create_crm_contact Run This Automation Today
Connect Claude, ChatGPT, Cursor, or any AI agent to the Vinkius catalog and run this automation in minutes.
Build Your Own MCP
Turn any internal API into an MCP server. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Connect & Automate
The 3 servers this recipe uses are ready in the catalog. Connect them once, paste a prompt, and your AI runs the full workflow.
- Carta, Airtable & Brevo ready in the catalog right now
- Add more from 4,700+ servers whenever you need
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added every week
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 4,700+ MCP servers and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across every tool, in one conversation. That's what this infrastructure was built for.
Cross-Platform Intelligence
Your agent doesn't just connect to tools. It understands the relationships between them. Data flows where it needs to go, automatically, with full context preserved across every platform.
Contextual Reasoning
Every decision your agent makes considers the full picture. It reads CRM data, checks calendars, reviews conversation history, and acts on everything at once. Not step by step. All at once.
Productivity at Scale
What used to take 45 minutes across five different dashboards now takes one sentence. Your agent runs the entire workflow end to end while you focus on decisions that actually matter.
Zero-Config Reliability
No API keys to paste. No webhooks to configure. No YAML to debug. Connect your MCP servers once, and your agent handles the rest. Every time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius MCP catalog to handle these for you. You describe what you need. It does the rest.
Seed fund managers with 10-20 portfolio companies who need a centralized view combining Carta equity data with operational KPIs in one dashboard
Solo GPs who manage everything personally and need automated founder outreach to collect quarterly metrics without chasing each founder individually
Fund administrators supporting multiple GPs who need standardized portfolio data for LP reporting and fund performance calculation
Angel investors with 5-15 personal investments who want to track ownership, valuations and company health without maintaining separate spreadsheets
Frequently Asked Questions About This MCP Server Orchestration
Which MCP servers do I need for this workflow?
Three: Carta, Airtable and Brevo. Connect all three to your AI client before running any prompt from this page.
Does this work with Claude Desktop, Cursor or Windsurf?
Yes. Any AI client that supports the Model Context Protocol works , Claude Desktop, Cursor, Windsurf, Cline and others. Connect the MCP servers and paste a prompt.
Do I need a Carta fund admin account?
Yes. You need access to Carta as a fund administrator or stakeholder to pull cap table data for your portfolio companies. The MCP server connects through your Carta API credentials.
Can founders reply directly to the KPI email?
Yes. Brevo transactional emails are sent from your fund's domain with a reply-to address. Founders reply normally. You read the response and update Airtable , or automate the parsing in a future workflow.
Is portfolio data secure?
Carta data is accessed through your authenticated fund account. Airtable stores your portfolio database in your private workspace. Brevo sends emails through your domain. Vinkius does not store cap table data, KPIs, or founder communications.
Can I customize the KPI fields?
Yes. The Airtable base is fully customizable. Add fields for NPS, customer count, CAC, LTV, or any metric your fund tracks. The Brevo email template adjusts to request the specific metrics you need.
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MCP servers used in this workflow
Carta
Carta MCP Server gives your AI agent direct access to corporate finance data. Query cap tables, check vesting schedules, and pull 409A valuations without opening the Carta dashboard. It lets you manage equity operations and compliance data conversationally, making due diligence instant.
Airtable
Airtable connects your structured data bases to your AI agent. Use it to query records, read schemas, update spreadsheets, and build automated workflows directly through chat. You can list bases, query specific records, or bulk-add data without leaving your chat client.
Brevo
Brevo MCP Server. Automate your full marketing and support stack from any chat client. Send transactional emails, dispatch SMS messages, and manage contacts—all without logging into a separate platform. Create new CRM profiles, update attributes, and list existing contacts using simple commands.