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Vinkius

Carta Connector for AI agents.

10 live capabilities

Query cap tables and equity grants for faster financial reporting.

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AI Agent

Why people use Carta

Carta for Equity Management: Stop digging through messy spreadsheets

With this Connector, you just ask. Your AI agent pulls the data directly from Carta and gives you the answer in a few seconds. You get the exact numbers you need without the navigation fatigue.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get instant, conversational access to your company's equity and valuation data.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Board Meeting Prep

    A CEO asks for the current option pool percentage and the number of shares outstanding.

  2. Real-world use case 02

    Employee Onboarding

    HR needs to know the specific vesting cliff for a new hire.

  3. Real-world use case 03

    Fundraising Due Diligence

    A CFO needs a list of all active SAFEs.

Complete set · 10capabilities

The complete Carta capability set.

These are the exact actions your AI can choose when you ask it to work with Carta.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 10 available through Carta.

  1. 01 Capability

    List valuations

    Get a list of all 409A valuations and their associated dates. This ensures you always have the latest fair market values.

  2. 02 Capability

    List companies

    See all companies associated with your Carta account. It's useful for managing multiple entities.

  3. 03 Capability

    List share classes

    See different share classes including liquidation preferences and conversion rights. It provides a clear view of your capital structure.

  4. 04 Capability

    List option plans

    View all active stock option plans. Use this to check the specifics of how options are distributed.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through Carta.

  1. 05 Capability

    Get company

    Retrieve specific details and core data for a single company. Use this to get a high level overview of a specific entity.

  2. 06 Capability

    List stakeholders

    Pull a full list of everyone with an equity position in the company. This helps you identify key owners quickly.

  3. 07 Capability

    List securities

    View all types of securities issued by the company. This helps you keep track of different share types and instruments.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through Carta.

  1. 08 Capability

    List funding rounds

    Get a history of all funding rounds. It allows you to quickly review your company's capital history.

  2. 09 Capability

    List convertibles

    See all active convertible notes and SAFEs. This is great for tracking all outstanding debt and equity instruments.

  3. 10 Capability

    Get cap table

    Pull the complete capitalization table for the company. This gives you a full picture of ownership in one request.

Set up in minutes

One URL. Then ask Carta to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Carta from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Carta, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Carta for the conversation.

Where the request belongs

Work Carta can move forward.

Built around the request

Founders who need quick answers during board meetings, HR leads tired of manual grant lookups, and CFOs who need audit-ready valuation data without the dashboard fatigue.

01

Founder or CEO

Checking dilution or pool availability during high-stakes board meetings.

02

HR or People Ops

Verifying employee vesting dates or grant statuses without logging into the Carta dashboard.

03

CFO or Legal Team

Pulling 409A fair market values for compliance or fundraising diligence.

When one Connector is not enough

Combine Carta with the systems that finish the task.

View all recipes
01

Benchmark Seed Valuations Using Connectors

Your portfolio valuations compared, market comps pulled, benchmark report built , know if $12M pre-money for a Seed is reasonable before you negotiate

 02

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

 03

Connectors for Cap Table Dilution Modeling

Cap table pulled, dilution scenarios modeled, alert sent when ownership drops below your threshold , protect your stake before the next round closes

 04

Connectors for Data-Driven LP Updates

Traction signals read, cap tables checked, LP update emails sent , your quarterly letter writes itself from real data

 05

Track Accelerator Cohort Progress Using MCP

Equity stakes tracked, cohort traction measured week by week, progress reports built , run your accelerator batch like a fund, not a classroom

 06

Track Real-Time Portfolio Valuations Using MCP

Cap table pulled, public comps priced, portfolio marks updated , know what your startup investments are worth today, not last quarter

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

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Bring your own AI

Change the model, client or framework. Keep Carta connected.

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Before you connect

Questions about Carta.

The practical details behind the request, access and result.

Can the Carta MCP help me with my cap table?

Yes, it pulls the full capitalization table directly from your account. You can ask for ownership percentages, share classes, and total shares outstanding.

Does the Carta MCP work for 409A valuations?

Yes, it can retrieve your latest 409A valuation data, including the fair market value and the date it was completed.

Can I use the Carta MCP to see employee vesting?

Yes, it can check stock option plans to tell you how many shares an employee has vested and what their next vesting date is.

How does the Carta MCP help with fundraising?

It allows you to quickly pull your funding round history and a list of all active convertible notes and SAFEs for investor review.

Is the Carta MCP good for HR teams?

It's great for HR because it lets you quickly verify grant details and vesting schedules without having to log into the Carta dashboard every time.

Can the Carta MCP list my stakeholders?

Yes, it can query your shareholder registry to find individual equity positions and contact details for everyone involved.

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.

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.

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.

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.

One connection away

Give your agent a direct line to Carta.

Connect Carta once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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