Carta

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Carta connects cap table, investor, fund, accounting, and company financial data to AI-assisted private-capital workflows. Its MCP connector helps assistants analyze ownership, valuations, pro-forma rounds, exit scenarios, investment metrics, and fund performance without switching systems.

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What can you do with Carta MCP?

  • Analyze ownership structures — Ask your assistant to summarize cap table data, including shareholder breakdowns and ownership percentages, using get_cap_table.

  • Model pro-forma rounds — Request a simulated funding round to see how new investments would dilute existing shareholders, via simulate_round.

  • Evaluate exit scenarios — Have your assistant project returns across liquidity events, such as acquisitions or IPOs, with calculate_exit.

  • Review fund performance — Query investment metrics and fund-level returns to assess portfolio health, using get_fund_metrics.

  • Reconcile financial data — Ask for a consolidated view of company financials alongside cap table records to support audits or reporting, via get_financials.

Hosted MCP Server

npx add-mcp 'https://mcp.app.carta.com/mcp'

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Documentation

Carta connects cap table, investor, fund, accounting, and company financial data to AI-assisted private-capital workflows. Its MCP connector helps assistants analyze ownership, valuations, pro-forma rounds, exit scenarios, investment metrics, and fund performance without switching systems.

An eligible provider account or plan may be required for authenticated features. Consult the official setup documentation for access requirements and client compatibility.

Setup documentation