Carta MCP

Connect AI assistants like Claude to your Carta data using the Model Context Protocol (MCP). Ask natural language questions about fund performance, cap tables, portfolio financials, NAV calculations, partner data, and more — no SQL required.

The Carta MCP server provides two product surfaces:

• Cap Table — cap tables, grants, convertibles, waterfall models, 409A valuations, financing history, and governance data
• Fund Admin — fund metrics, partner data, portfolio financials, journal entries, benchmarks, and direct access to your firm's data warehouse including tear sheets

How It Works

MCP is an open standard that allows AI clients to securely connect to external data sources. The Carta MCP server:

• Authenticates using your existing Carta credentials via OAuth
• Scopes all data access to firms and companies you're already authorized on
• Enforces read-only access — no writes, deletes, or mutations are possible
• Returns structured data your AI assistant can reason over and summarize

Getting Started

Prerequisites

• An active Carta account with access to the data you want to query
• A supported MCP client (see Supported Clients below)

For Fund Admin / Data Warehouse tools: your firm must have data sharing enabled. Contact your Carta admin if unsure.

MCP Server URL

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

Supported Clients

Claude (Recommended)

Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "Carta": {
      "command": "npx",
      "args": ["mcp-remote", "https://mcp.app.carta.com/mcp"]
    }
  }
}

Tip: If Claude Desktop can't find npx, use the full path. Run which npx in your terminal and paste the result in place of "npx".

Restart Claude Desktop after saving the file. You'll be prompted to authenticate with your Carta credentials on first use.

Claude Code (CLI)

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

Claude Team / Enterprise (Admin Setup)

1. Go to Admin Settings > Connectors
2. Click Add custom connector
3. Paste the MCP server URL: https://mcp.app.carta.com/mcp
4. Save — users can then connect from their personal Claude settings using their Carta credentials

Other MCP Clients

Any MCP-compatible client can connect using the server URL above. For clients that accept a JSON config (e.g. mcp.json):

{
  "mcpServers": {
    "Carta": {
      "url": "https://mcp.app.carta.com/mcp"
    }
  }
}

ChatGPT support is available for Enterprise admins and Plus/Pro users. See OpenAI's documentation for connector setup.

Authentication & OAuth Scopes

The Carta MCP server uses OAuth 2.0 / OIDC. On first connection, your MCP client will open a browser window to complete login with your Carta credentials. No API keys or manual token management required.

Scopes Requested

All tools are read-only. The MCP server does not grant any additional access beyond what your Carta account already has — requests that exceed your account's permissions are rejected by Carta's API.

Plugin Marketplace

Carta's plugin marketplace at github.com/carta/plugins provides additional integrations and tools that extend the Carta MCP server.

Security

• Read-only — no writes, deletes, or mutations are possible from any tool
• Firm-scoped access — Fund Admin queries run under a Snowflake role tied to your Carta user and firm; you can only access data for firms you're authorized on
• SQL validation — data warehouse queries are validated by AST before execution; only single SELECT statements are allowed
• No session state shared between calls — a new connection is created per query
• Sanitized error messages — internal infrastructure details are never exposed in errors

Troubleshooting

Authentication Issues

• Ensure you're logged into Carta with an account that has access to the relevant product (Fund Admin or cap table)
• Confirm your firm has data sharing enabled if using Fund Admin tools (check with your Carta admin)
• Make sure the MCP server URL is entered exactly with no trailing slash

Connection Failed

• Restart your MCP client after updating the config
• Confirm the MCP URL: https://mcp.app.carta.com/mcp
• If using Claude Desktop, ensure npx (or the full path to it) is correct in your config

No Data Returned

• For Fund Admin tools: run list_contexts first to confirm your firm is visible, then set it with set_context
• For cap table tools: run list_accounts to confirm the company is accessible
• Verify your Carta user role has permission to access the relevant data
• Try a simple query first to confirm connectivity: "What companies do I have access to?"

Tool Not Appearing in Client

• Make sure the server name in your config is "Carta" — tools are prefixed with the server name (e.g. mcp__Carta__list_tables)
• Restart your client after any config changes

Support