# Carta MCP for AI Agents MCP

> 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.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Tags:** equity-management, cap-table, valuation, stock-options, stakeholder-management, financial-compliance

## Description

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.

## Tools

### 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 Equity).

### get_cap_table
Generates a complete, detailed view of the company's current capitalization table.

## Prompt Examples

**Prompt:** 
```
What are our total outstanding shares, who holds the biggest stake, and what is the remaining option pool?
```

**Response:** 
```
**Current Cap Table Summary**

*   **Authorized Shares:** 10,000,000
*   **Issued & Outstanding:** 7,200,000 shares
*   **Option Pool (Unallocated):** 800,000 shares (20%)

| Stakeholder Group | Ownership % | Shares Held |
| :--- | :---: | ---: |
| Founders | 45% | 3,600,000 |
| Series A Investors | 25% | 2,000,000 |
| Employee Grants | 10% | 800,000 |
```

**Prompt:** 
```
Give me the latest 409A details. When was it done and what's the price?
```

**Response:** 
```
Your company’s most recent valuation was completed on **March 15, 2025**. The fair market value (FMV) is set at **$2.85 per share** for Common Stock. This valuation remains valid until September 15, 2025.
```

**Prompt:** 
```
How many shares did our key employee vest last month? Check the grants.
```

**Response:** 
```
**Vesting Status for João Paulo**

*   **Grant Date:** June 1, 2023 (50,000 options)
*   **Schedule:** 4 years / 1-year cliff
*   **Vested to Date:** 21,875 shares (43.75% vested)
*   **Next Vesting Event:** 1,041 shares on the 1st of next month.
```

## Capabilities

### 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.

## 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.

## Benefits

- 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.

## How It Works

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.

1. Subscribe to the Carta integration on Vinkius. Then, create an OAuth app in the Carta Developer Portal, copying your Client ID and Client Secret.
2. Connect this MCP to your preferred AI client (Claude, Cursor, etc.).
3. 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.

## Frequently Asked Questions

**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.