Conecte Carta ao ChatGPT, Claude e Gemini

• 01 / 03Como auditar o cap table
• 02 / 03Como acompanhar o vesting de equity
• 03 / 03Como verificar avaliações

Dia mais rápido

747ms

Dia mais lento

1247ms

Tendência de 14 dias

Desacelerando+6%

Carta Connector

Tudo pronto. Escolha seu cliente MCP e siga as instruções de configuração.

Link do conectorhttps://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcpCopiar

Claude Desktop

Siga os passos abaixo para conectar em segundos.

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Carta capabilities are ready to use.

Configuração · claude_desktop_config.jsonCopiar

{
  "mcpServers": {
    "carta-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ObtoHudzN2q3dvzg6RtEVr5kaqoDEb9R5o4QH2OP/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

Instruções passo a passo para cada cliente estão no guia. Como conectar

Configuração guiada para o Claude? Configurar Carta no Claude e outras IAs

Veja todos os clientes de IA com quem este connector funciona ↑

• 01

  Fundadores e CEOs

  Obtenham respostas instantâneas sobre diluição, percentuais de participação e disponibilidade de pool de opções durante reuniões de conselho.

• 02

  RH e People Ops

  Consultem cronogramas de vesting e detalhes de grants de funcionários sem acessar o dashboard da Carta.

• 03

  CFOs e Jurídico

  Extraiam avaliações 409A e dados de conformidade rapidamente para auditorias e processos de due diligence em captação de recursos.

• 01

  How do I connect my Carta account to this MCP?

  You need to create an OAuth app in the Carta Developer Portal to obtain a Client ID and Client Secret, then provide those to Vinkius to establish the connection.

• 02

  Which AI clients can I use with this Carta MCP?

  You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 03

  Can I check employee vesting schedules through my AI agent?

  Yes, your agent can access grant details and vesting schedules to provide specific updates on employee equity.

• 04

  Is my equity data secure?

  Vinkius manages the connection and credentials, allowing your agent to interact with Carta through a secure OAuth implementation.

• 05

  Can I see my company's 409A valuation?

  Yes, the MCP includes capabilities to list and retrieve your latest 409A valuations and fair market values.

• 06

  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.

• 07

  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.

• 08

  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.

• 09

  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.

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