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Payments & FinanceAuth: OAuth

Carta MCP Server

Connect Carta to your AI agents with the Carta MCP server.

Updated

Use Carta on Gamut

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. 1

    Add the server

    Use `claude mcp add` with the Carta MCP server URL (or its `npx` command), following the official docs.

  2. 2

    Authorize

    Complete authentication (OAuth) so Claude Code can call the server.

  3. 3

    Verify

    Ask Claude to use a Carta tool to confirm the connection is live.

Connect Carta MCP to Cursor

  1. 1

    Open MCP settings

    In Cursor, go to Settings → MCP → Add new server.

  2. 2

    Add Carta

    Provide the Carta MCP server URL or command and complete authentication.

  3. 3

    Test

    Reference Carta from chat to confirm Cursor can reach the tools.

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 is the Carta MCP server?

It is a Model Context Protocol server that exposes Carta to AI agents as tools so they can work with it (cap table & equity management — ownership, fundraising, fund administration).

How do I connect the Carta MCP server?

Point your MCP client (Claude, Cursor, or Gamut) at the Carta MCP server URL and complete authentication (OAuth). See the official documentation for the exact URL and scopes.

Can I use Carta MCP with Gamut?

Yes — Gamut supports the Carta MCP server, so your agents can use it as a tool in automated, triggered workflows.