Carta MCP for AI Agents. Analyze corporate ownership and track 409A valuations
Carta MCP gives your AI agent direct access to critical financial data for startups. You can query full capitalization tables, review active stock option grants, check ownership percentages, and monitor 409A valuations without ever opening the core equity management dashboard.
Give Claude and any AI agent real-world access
Retrieve the full capitalization table, including shares outstanding, share classes, and current ownership percentages.
List all active stock option plans, reviewing vesting schedules, exercise windows, and grant statuses for employees.
Access the latest 409A valuation data and fair market values required for compliance reporting.
Query the shareholder registry to find individual equity positions, contact details, and list all affiliated companies.
List convertible notes and SAFEs or review past funding rounds and company-specific details.
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What AI agents can do with carta: 10 Tools for Equity Management and Valuation
Use these tools to query the company's capitalization table, list stakeholders, retrieve valuations, and track all equity-related data points.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Carta MCPList Companies
Retrieves a list of all companies associated with the account.
List Valuations
Pulls and displays historical 409A valuation data for compliance tracking.
Get Company
Retrieves specific, detailed information about a single company entity.
List Stakeholders
Lists every individual or entity recognized as a shareholder in the system.
List Securities
Retrieves detailed information about all types of securities held by stakeholders.
List Share Classes
Lists and details the different share classes, including their liquidation preferences.
List Option Plans
Provides a list of all established stock option plans for employees.
List Funding Rounds
Gathers data on past funding rounds and their associated details.
List Convertibles
Lists all outstanding convertible notes and SAFEs (Simple Agreement for Future...
Get Cap Table
Generates a complete, detailed view of the company's current capitalization table.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. 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 each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Carta, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Carta. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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No stored credentials
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Policy on each call
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~60% cost reduction
Carta MCP: Managing Startup Equity and Cap Tables
Right now, getting a clear picture of who owns what in your company is painful. You have to open the main dashboard, filter by share class, cross-reference different stakeholder groups, and then copy/paste that data into a presentation or memo. It's slow, prone to human error, and you're always worried about using outdated numbers.
With this MCP connected, your agent handles all the complexity. You simply ask for 'the current cap table summary,' and it uses multiple tools like `get_cap_table` to pull every necessary metric—shares outstanding, ownership percentages, and share classes—and delivers a clean answer instantly.
Carta MCP: Tracking 409A Valuations and Compliance Data
The manual process for compliance requires hunting down the most recent 409A valuation reports, checking expiration dates, and confirming that the fair market value is still valid across all departments. This involves deep file system navigation.
This MCP streamlines that entirely. You ask your agent to pull the latest 409A data using `list_valuations`, getting the date completed and the exact per-share valuation without ever leaving your chat interface.
What Carta MCP for AI Agents MCP does for your AI
Manage a company's entire equity structure conversationally with this MCP. Instead of logging into multiple dashboards to piece together ownership data, you ask your agent for what you need—whether it’s shareholder details or historical valuation metrics. This connector lets users query complex cap tables, listing everything from outstanding shares to share classes and liquidation preferences.
You can check all active stock option grants, reviewing vesting schedules and exercise windows instantly. Furthermore, it pulls the latest 409A valuations for compliance reporting and helps you track convertible notes and SAFEs. Since this MCP lives on Vinkius, your AI agent connects through one place to access this powerful financial data stream, letting you get instant answers about dilution or ownership pools during a board meeting.
019d7569-e577-72b9-8421-3e780989d554 How to set up Carta MCP for AI Agents MCP
The bottom line is that you talk to your AI client, and it handles the complex calls to Carta to get a clear answer about your company's equity structure.
Subscribe to the Carta integration on Vinkius. Then, create an OAuth app in the Carta Developer Portal, copying your Client ID and Client Secret.
Connect this MCP to your preferred AI client (Claude, Cursor, etc.).
Ask your agent a specific question, like 'What's João Paulo's vesting status?' or 'Show me our latest 409A valuation.' The agent uses the available tools to pull and summarize the data.
Who uses Carta MCP for AI Agents MCP
This MCP serves Founders, CEOs, CFOs, and People Ops teams who deal with corporate finance and ownership details. It solves the problem of needing instant answers about dilution or grants without opening multiple complex dashboards.
Pulls 409A valuations and compliance data instantly to prepare for audits, due diligence, or fundraising.
Checks employee vesting schedules and grant details without needing to navigate the full Carta dashboard.
Gets instant answers about ownership percentages, dilution, and option pool availability during board meetings or investor calls.
Benefits of connecting Carta MCP for AI Agents MCP
Get immediate answers about dilution or option pool status using the get_cap_table tool, eliminating time spent clicking through multiple tabs.
Review employee grant details and vesting schedules instantly. You don't have to navigate the People Ops dashboard; just ask your agent for the data.
Stay compliant with financial reporting by accessing the latest 409A valuation via list_valuations, ensuring you always use fair market values in your documents.
Avoid manual spreadsheet building. The agent pulls details from get_company and list_stakeholders to build a summary report on demand.
Keep track of all financial instruments, including convertible notes and SAFEs, by calling list_convertibles, keeping your legal team informed.
Carta MCP for AI Agents MCP use cases
Board Meeting Ownership Review
A founder needs to show the board how much equity is left in the option pool. Instead of opening Carta, they ask their agent, and it uses get_cap_table to provide a real-time summary showing remaining unallocated shares.
HR Vesting Status Check
The People Ops manager needs to confirm an employee's current vested share count for payroll. They prompt the agent, which accesses option plans and grants data, giving them a precise percentage and date range without logging into the HR system.
Fundraising Due Diligence
A CFO is preparing diligence materials. Instead of pulling reports manually, they ask their agent to pull all previous funding rounds using list_funding_rounds and combine it with current shareholder data for a comprehensive packet.
Compliance Audit Prep
A legal team member needs the valuation used for last year's filings. They ask their agent to retrieve all relevant 409A valuations via list_valuations and quickly verify if the correct date range is covered.
Carta MCP for AI Agents MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Assuming Data Is Available
Asking the agent generally, 'What's our ownership?' without specifying which company or time frame. This leads to vague, useless summaries.
Always specify the context. Requesting specific data like 'Give me the full cap table for 2023' using get_cap_table forces the agent to retrieve precise metrics.
Mixing up Securities Types
Confusing common stock with preferred shares, leading to incorrect capitalization summaries.
Use the tools designed for detail. Querying list_securities provides a clear breakdown of all share types and their specific rights.
Ignoring Option Plan Status
Thinking an employee's grant is active when it has already passed its exercise window, resulting in bad reporting.
Use list_option_plans to verify the current status and expiration dates of any stock option grants before making financial commitments.
When to use Carta MCP for AI Agents MCP
You should use this MCP if you need to analyze or report on complex corporate equity structures, specifically needing access to cap tables, vesting schedules, 409A data, or shareholder details. Think 'compliance' and 'ownership structure.' Don't use it if your primary goal is simple messaging (like sending an email) or basic document generation. For those tasks, a standard communication MCP would work better. If you only need to track general company metadata without deep financial ties, listing companies might suffice, but for anything involving money moves, this MCP is necessary.
Frequently asked questions about Carta MCP for AI Agents MCP
How does Carta MCP help me check my company's current ownership structure? +
It gives you instant access to the full cap table, showing exactly who owns what and how many shares are outstanding. You can get this summary without navigating complex dashboards or running multiple reports.
Can I use Carta MCP to check employee vesting schedules? +
Yes. It pulls grant details directly, telling you the total options granted, the current vested amount, and when the next shares are scheduled to vest. This is perfect for HR teams.
What kind of valuation data can Carta MCP provide? +
It provides access to your 409A valuations, telling you the official fair market value per share and the date range that valuation remains valid. This is critical for compliance.
Is Carta MCP better than manually pulling data from my dashboard? +
Absolutely. It's conversational. Instead of clicking through multiple screens to piece together a report, you just ask your agent, and it pulls the relevant data across all necessary tables for one answer.
How does Carta MCP help me with fundraising due diligence? +
It aggregates key financial metrics needed for investors. You can quickly pull details on funding rounds, outstanding securities, and the current cap table in one go to prepare a complete data packet.
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