Carta MCP Server
Connect Carta to your AI agents with the Carta MCP server.
Updated
What is Carta MCP?
The Carta MCP server is a Model Context Protocol server that connects Carta to AI agents and assistants as a set of tools. With it connected, an agent can work with Carta (cap table & equity management — ownership, fundraising, fund administration) directly — instead of you copying data in and out by hand.
It is a remote MCP server that uses OAuth, so you point your client at the server URL, authorize once, and the Carta tools become available to the model.
Connect the Carta MCP server
Connect Carta MCP to Claude Code
- 1
Add the server
Use `claude mcp add` with the Carta MCP server URL (or its `npx` command), following the official docs.
- 2
Authorize
Complete authentication (OAuth) so Claude Code can call the server.
- 3
Verify
Ask Claude to use a Carta tool to confirm the connection is live.
Connect Carta MCP to Cursor
- 1
Open MCP settings
In Cursor, go to Settings → MCP → Add new server.
- 2
Add Carta
Provide the Carta MCP server URL or command and complete authentication.
- 3
Test
Reference Carta from chat to confirm Cursor can reach the tools.
Sample use cases
An agent pulls the current cap table summary and posts it to a private Slack channel before each board meeting
Board members get up-to-date ownership data without manual spreadsheet exports.
A scheduled agent monitors upcoming option vesting events and sends reminders to employees and HR
Employees never miss a vesting cliff or exercise window.
An agent generates a quarterly equity compensation report comparing grants, exercises, and forfeitures
Finance and HR get a consolidated equity overview without logging into Carta.
A compliance agent checks that all 409A valuations are current and flags when a new appraisal is needed
The company stays compliant with tax regulations around equity grants.
An agent tracks new share issuances and updates an internal investor-relations dashboard automatically
Real-time cap table visibility for the finance team.
A scheduled agent pulls option pool utilization data and alerts leadership when the pool drops below a threshold
Proactive planning for equity refreshes before the pool runs dry.
An agent compiles a list of shareholders with contact details for proxy voting communications
Faster shareholder outreach during annual meetings or consent solicitations.
Using Carta MCP with Gamut
On Gamut, the Carta MCP server becomes a tool your agents use inside an automated, event-driven workflow — triggered by an event or a schedule, acting through Carta and your other connected MCP servers, with the connection managed by Gamut rather than a local config file.
Frequently asked questions
What equity data can the Carta MCP server access?
The server provides tools to read cap table data, option grants, vesting schedules, share classes, and 409A valuation history. Agents can pull ownership summaries and compensation details programmatically.
Can agents modify equity records through the Carta MCP server?
The server is primarily read-oriented for security reasons. Agents can retrieve and report on equity data, but issuing new grants or modifying records typically requires direct action in the Carta platform.
Is the Carta MCP server useful for board reporting?
Yes. Agents can pull cap table snapshots, waterfall analyses, and dilution summaries that feed directly into board decks and investor updates.
Does the Carta MCP server handle compliance tracking?
It surfaces data relevant to compliance, such as 409A expiration dates and option exercise deadlines, so agents can build automated alerting workflows around regulatory requirements.