Carta

Finance and Trading · by Carta · Verified

Connector The connected ERP for private capital

Install

In Claude, open Settings, then Connectors.
Find Carta in the directory, or choose Add custom connector and paste the URL below.
Sign in to Carta and review what it asks to reach.

Connector URL

https://mcp.app.carta.com/mcp

Claude Code

claude mcp add --transport http carta https://mcp.app.carta.com/mcp

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

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.

Tools

welcome
discover
fetch
list_contexts
set_context
list_accounts
get_current_user
cap_table_chart
cap_table_healthcheck

9 tools. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Finance and Trading
Made by: Carta
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Interactive UI: Yes
Added: 2026-05-13
Source: Verified