Carta (Claude)

Unverified

The connected ERP for private capital

About Carta (Claude) MCP Server

Access cap table and investor data directly to your AI workflow. Cap table customers can pull cap table ownership, 409A valuations, and stakeholder details. Model pro-forma rounds and analyze exit scenarios. For investors, access investment metrics, fund performance, accounting data, and company financials instantly. Ask questions, run scenarios, and uncover insights without context switching—your Carta data remains secure and integrated.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/carta. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.app.carta.com/mcp. Sign-in: Required. Publisher documentation: https://docs.carta.com/api-platform/docs/claude-plugins-setup. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (9)
Functions this server exposes to AI clients

cap_table_chart

cap_table_healthcheck

discover

fetch

get_current_user

list_accounts

list_contexts

set_context

welcome

Compatible With
Claude
Claude Code
Claude Desktop