Vinkius

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.

Carta MCP for AI Agents MCP is compatible with Claude Claude
Carta MCP for AI Agents MCP is compatible with ChatGPT ChatGPT
Carta MCP for AI Agents MCP is compatible with Cursor Cursor
Carta MCP for AI Agents MCP is compatible with Gemini Gemini
Carta MCP for AI Agents MCP is compatible with Windsurf Windsurf
Carta MCP for AI Agents MCP is compatible with VS Code VS Code
Carta MCP for AI Agents MCP is compatible with JetBrains JetBrains
Carta MCP for AI Agents MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Querying Company Ownership Structures

Retrieve the full capitalization table, including shares outstanding, share classes, and current ownership percentages.

Checking Stock Option Status

List all active stock option plans, reviewing vesting schedules, exercise windows, and grant statuses for employees.

Retrieving Corporate Valuations

Access the latest 409A valuation data and fair market values required for compliance reporting.

Mapping Stakeholder Records

Query the shareholder registry to find individual equity positions, contact details, and list all affiliated companies.

Tracking Financing Instruments

List convertible notes and SAFEs or review past funding rounds and company-specific details.

Waiting for input…

AI Agent
Carta MCP for AI Agents

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 MCP

List 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.

Carta MCP for AI Agents MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Carta MCP for AI Agents integration is available immediately — no restart needed.

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
Start building

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
Carta MCP for AI Agents MCP server cover

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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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.

Built · Hosted · Managed by Vinkius Carta MCP for AI Agents — Equity Structure & Valuation
Server ID 019d7569-e577-72b9-8421-3e780989d554
Vinkius Inspector
Compliance Grade F
Score 3.6/100
Vinkius Inspector Badge — Score 3.6/100

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.