Carta MCP Server
Connect to the Carta MCP server to read your cap table, visualize ownership, and manage equity and stakeholder data using AI agents on Gumloop, Claude, Cursor, or Codex.
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Carta
Installation
Set up the Carta MCP server in Gumloop
Do this once to provision your hosted server URL.
Create a Gumloop account
To use this MCP, you need a Gumloop account. If you don't have one yet, sign up and start a 14-day free trial.
Add and authorize the Carta server
In Gumloop, open Connectors and add Carta. You'll be sent to Carta's sign-in screen to grant access. The credential is stored securely in Gumloop.
Then use it in your client
Use in GumloopUse Carta in an agent
Once Carta is set up, just open any Gumloop agent, add Carta as a connector, and start chatting with the agent.
Tools (13)
Welcome
Get a welcome message from Carta MCP. Quick-start suggestions are grouped into seven capability categories sourced from the Plugin Architecture doc, filtered by the user's role. Pass ``role`` to filter to the relevant categories when the user identifies their role (e.g. "for a CFO", "I'm a CCO", "fundraising lead"). Free-text values like "CFO", "fund accountant", "deal team", "IR", "compliance officer", "general partner", or "fundraising" all resolve to the right category set. Leave empty to show all. Always returns the full text response alongside structured_content — the MCP App view, when rendered, is supplementary rather than a replacement for the text.
Get Current User
Get the currently authenticated Carta user's profile. Returns user details including id, email, and full name. Call this first to identify who you are and get your user ID.
List Accounts
List all companies and organizations the current user has access to. Returns the same accounts shown in the Carta account switcher, including corporations (companies, funds) and organizations (portfolios, investment firms, law firms). Each account has a name, id, accountType, and statusTags. The id field uses the format "corporation_pk:<id>" or "organization_pk:<id>". Use the numeric part as corporation_id in other tools.
Cap Table Chart
Show a visual cap table summary with ownership breakdown by share class. Displays an interactive stacked bar chart (in desktop clients) or an ASCII chart (in terminal clients) showing fully diluted shares and amount raised per share class. Use this whenever the user asks about: - Cap table overview, summary, or snapshot - Ownership distribution or breakdown - Share class breakdown or equity structure - Fully diluted share counts - Amount raised by share class - Board deck equity overview
List Contexts
Show which firms you have access to in Carta Fund Admin and which one is currently active. For Carta staff, searches the fund-admin API by name, UUID, or Carta ID. For non-staff, lists firms from your account permissions (search args ignored).
Set Context
Switch to a different firm. All subsequent queries will use this firm's data.
Fetch
Execute a named Carta read command.
Discover
List available Carta commands or views across all domains. Commands follow domain:verb:noun naming. Use fetch() to execute one. Views follow domain:view:noun naming. Use view_remote() or view_static() to render one.
Mutate
Execute a write command (POST, PATCH, PUT, DELETE) against Carta. Commands follow domain:verb:noun naming. Use discover(scope="write") to see available write commands.
View Remote
Render an interactive Carta view backed by a Module Federation remote. Use `discover(scope="view")` first to see what's available. Each view entry includes a `kind` field — `"mf"` views route through this tool, `"static"` views route through `view_static`.
View Static
Render an interactive Carta view backed by server-bundled HTML. Use for views authored as self-contained HTML/CSS/JS (``kind="static"`` in `discover(scope="view")`). Use `view_remote` for Module Federation (``kind="mf"``) views.
Search Tools
Search for tools using natural language. Returns matching tool definitions ranked by relevance, in the same format as list_tools.
What is Carta MCP?
The Carta MCP server gives AI agents access to your Carta cap table, equity, and stakeholder data. That means agents can identify your account and the companies and firms you can reach, render a visual cap table with ownership by share class, discover the read and write commands available across Carta’s domains, run read commands to pull data, and run write commands to make changes. It works across cap tables, equity, stakeholders, and Carta Fund Admin.
If you manage a cap table, answering routine questions can still take up quite a bit of time. Instead of opening Carta to check ownership percentages, exporting cap tables into spreadsheets for a board deck, or manually switching between firms to answer the same questions, why not try an AI agent? Just ask the agent for stats on ownership breakdown, or to make the changes you want, and your AI agent will pull cap tables and make updates for you.
MCP stands for Model Context Protocol. It’s an open standard that gives AI agents a way to connect to external tools and services. Instead of calling the Carta API yourself, managing tokens, and parsing responses, you connect your Carta account to Gumloop once. After that, you can work with your cap table and equity data just by chatting with your AI agent.
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What you can do with Carta MCP on Gumloop
See your accounts and firms
Identify the current user and list the companies and organizations you can access, the same accounts shown in Carta’s account switcher, so an agent knows exactly whose data it’s working with.
Visualize your cap table
Render a visual cap table summary with ownership broken down by share class as an interactive chart. Agents can show who owns what, without a manual export.
Discover available commands and views
List the read and write commands and interactive views across Carta’s domains, so an agent can find the right operation before it runs anything.
Read your Carta data
Run read commands to pull cap table, equity, and stakeholder data across domains, so an agent can answer ownership and equity questions on request.
Make changes with write commands
Run write commands to create, update, or remove records in Carta, so an agent can keep equity and stakeholder data current. The specific objects you can change reflect your Carta plan and permissions.
Work across Fund Admin firms
See which firms you have access to in Carta Fund Admin and switch the active firm, so an agent can run the same query or update across each fund you manage.
Render interactive Carta views
Open interactive Carta views backed by the platform, so an agent can surface a richer, in-client view when a chart or table isn’t enough.
How to connect the Gumloop Carta MCP Server
- 1
Create a Gumloop account
Sign up at gumloop.com. Every new account starts with a 14-day free trial.
- 2
Add the Carta MCP server
Copy your MCP server URL from Gumloop and add it to your preferred client (Claude, Cursor, or Gumloop workflows). You'll authorize on first use.
- 3
Start using Carta in your AI workflows
That's it. That’s it: your hosted Carta MCP server is live, and the same server URL works in any MCP client you’ve added it to. Your AI agent can now read your cap table, visualize ownership, and update equity and stakeholder data. Use it inside a Gumloop automation, in Claude Desktop, or in Cursor.
Carta MCP use cases
Board deck prep for founders and finance teams
Before a board meeting, a Gumloop agent can pull the current cap table, render the ownership breakdown by share class, and drop the summary into a Google Doc or Slides. Founders walk into meetings with a current picture instead of a stale export.
Instant ownership answers for operators
When someone asks how a new round or option grant changes ownership, an agent can read the cap table and answer with the numbers. Get accurate responses without opening Carta or rebuilding views.
Fund admin reporting for VC firms
A firm that manages several funds can have an agent switch between Fund Admin contexts, run the same read command in each, and assemble a combined report, so ops stops repeating the same steps per fund.
Stakeholder data upkeep for legal and ops
When stakeholder details change, an agent can run the appropriate write command to update the record and confirm the change. Equity data stays clean without manual data entry.
Cross-tool equity agents
Combine Carta with Google Sheets, Slack, and your data warehouse in a single agent. Pull cap table data, write a snapshot to a sheet for finance, and post ownership highlights to a channel, so equity data reaches the tools your team already uses.
Why use Gumloop for Carta MCP
Connect once, no token juggling
Working with the Carta API directly means managing OAuth credentials and API calls in code. With Gumloop you connect your Carta account once and the connection is handled for you. No config files, token juggling, or coding against the Carta API necessary.
Works with multiple MCP clients
Use the Carta MCP server in Claude Desktop, Cursor, Codex, or directly inside Gumloop agents. Same server URL, works with any MCP client.
Chain Carta with 100+ other integrations
Combine Carta with Google Sheets, Slack, QuickBooks, and other MCP tools in a single AI agent. Pull cap table data, process it, and write the result wherever your team works.
Enterprise-grade and scalable
Built for teams, with role-based permissions and dedicated support for Pro users. For details on Gumloop’s security practices, see trust.gumloop.com.
Start with a free trial
You can test the Carta MCP integration during Gumloop’s 14-day free trial before committing. Paid plans start at $37/month.
Frequently asked questions
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