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Carta

Claude connectorPartner — verified

The connected ERP for private capital

View in Claude directory

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
9

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#137of 7,2941places down24h3places down7d
#134#136#138#140Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank by trending score

#844of 3,0723places down24h78places down7d
#566#643#720#797Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Popularity score

16,465−524h+1487d
15,93916,08416,22916,374Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Trending score

25,914+1324h+7297d
23,77228,01232,25236,492Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

In its category

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services15th of 990 by popularity · 121st of 446 by trending score
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All 998 Financial services connectors

Also on other marketplaces

Install

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

Tools

  • welcome
  • discover
  • fetch
  • list_contexts
  • set_context
  • list_accounts
  • get_current_user
  • cap_table_chart
  • cap_table_healthcheck
Categories
Made by
Carta · Website
Sign-in
Required
Connector URL
https://mcp.app.carta.com/mcp
Transport
Streamable HTTP
Permissions
Read
Works with
Claude, Claude API, Claude Code, Claude Desktop
Acts on
Finances
Department
Finance
Added
May 13, 2026
More info
Sponsorship
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