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Carta

Retrieve cap table and shareholder detail, 409A valuations, and fund performance data from Carta for ownership and exit-scenario analysis.

Carta (opens in new tab)See the Carta connector page

Retrieve cap table and shareholder detail, 409A valuations, and fund performance data from Carta for ownership and exit-scenario analysis.

View config snippet
# Carta hosts this MCP server — nothing to install locally.
# Add the endpoint to your MCP client, then authorize via OAuth.
claude mcp add carta --transport http https://mcp.app.carta.com/mcp

Authentication: Unknown — Carta's connector page doesn't state how you authenticate it.

Capabilities

  • Retrieve cap table detail with shareholder and ownership breakdown.
  • Access 409A valuations and ownership-structure data.
  • Read fund performance and investment/accounting data.
  • Generate LP tear sheets.
  • Run pro-forma modeling and exit-scenario evaluation.

Limitations

  • Every documented example is read or analysis only — unknown whether any write actions, such as updating a cap table, exist.

5 catalog entries use this connector