Setting up Carta Plugins

Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more. Whether you use Claude Desktop, Claude Code, or another compatible client, Carta plugins automatically handle authentication and data access.

How It Works

Carta plugins bundle everything you need — including authentication setup. Most Carta plugins authenticate via OAuth: install the plugin, connect your Carta account, and you're ready. The Carta CRM plugin requires a separate API key (see the CRM guide for details).

The Carta plugins currently available are:

• Carta Cap Table — For organizations using Carta for cap table management. Query ownership, SAFEs, convertibles, grants, valuations, financing history, and compensation benchmarks.
• Carta Investors — For investment firms on Carta. Fund metrics, NAV, partner data, portfolio company financials, budgeting and financial statements, generate tearsheets, and more.
• Carta CRM — For investment teams using Carta CRM. Add and update investors, companies, contacts, deals, and notes using natural language. Supports both read and write operations.

Installation

Option A: Admin Setup — Org-Wide (Recommended for Teams)

For Claude Team and Enterprise plans. Only Owners can complete the admin steps.

This is the recommended path for most customers — your Claude admin installs the plugins once for the whole organization, and members just connect their Carta account.

Step 1: Admin adds the Carta connector (Owner only)

1. Go to Organization settings → Connectors
2. Click Add, search for Carta, and click Add

This step is required before members can authenticate. Without it, members will not see Carta listed under Customize → Connectors.

Step 2: Admin installs the Carta plugins org-wide (Owner only)

1. Go to Organization settings → Plugins
2. Find each Carta plugin in the Anthropic & Partners section of the marketplace:
   • Carta Cap Table
   • Carta Investors
   • Carta CRM
3. For each plugin, set the distribution preference:
   • Installed by default — automatically distributed to all members
   • Available in catalog — members install it themselves from the catalog

Step 3: Each member authenticates

Once the plugins are distributed, members connect their Carta credentials:

1. Go to Customize → Connectors
2. Find Carta and click Connect
3. Log in with your Carta account to authorize access

Option B: Personal Setup

For Pro and Max plans, or if your organization hasn't set up Carta at the org level.

In Claude Desktop or Claude.ai

1. Open Claude and click Customize
2. Next to Personal Plugins, click + → Browse plugins
3. Search for Carta in the plugin directory
4. Click Install on each plugin you need:
   • Carta Cap Table — query ownership, share classes, SAFEs, convertible notes, 409A valuations, vesting schedules, financing history, waterfall and exit scenarios, and more
   • Carta Investors — query fund metrics, NAV, LP contributions and distributions, portfolio company financials, benchmark comparisons, generate tearsheets, regulatory reporting (Form ADV/PF), and more
   • Carta CRM — search, create, and update investors, companies, contacts, deals, notes, and fundraisings, enrich records from websites, and more
5. Follow the prompt to connect your Carta account via OAuth

In Claude Code (CLI)

Install directly without adding a marketplace:

/plugin install carta-cap-table
/plugin install carta-investors
/plugin install carta-crm
/reload-plugins

You'll be prompted to authenticate with Carta on first use.

Carta CRM note: The Carta CRM plugin uses API key authentication instead of OAuth. Contact [email protected] to get your API key first, then set it in your environment:

Bash

export LISTALPHA_API_KEY="your-api-key-here"

Option C: GitHub Marketplace (Advanced)

Use this option if your org's Claude admin prefers GitHub-sourced plugins, or if you need to pin to a specific plugin version.

Admin Setup — Org-Wide via GitHub

1. Go to Organization settings → Connectors, click Add, search for Carta, and click Add
2. Go to Organization settings → Plugins, click Add plugin → GitHub, and enter the repository: carta/plugins
3. For each plugin (Carta Cap Table, Carta Investors, Carta CRM), set the distribution preference — choose Installed by default or Required

(Recommended) Enable automatic plugin updates

An initial sync runs when you connect the repository. To keep plugins up to date automatically:

1. Go to Organization settings → Plugins (under Libraries)
2. Find the carta/plugins marketplace and click the ⋮ menu
3. Toggle Sync automatically on

Members then authenticate: go to Customize → Connectors, find Carta, and click Connect.

Personal Setup via GitHub

1. Open Claude Desktop and click Customize
2. Click + next to Connectors, search for Carta, and click Connect to log in
3. Next to Personal Plugins, click + → Create Plugin → Add Marketplace, and enter: carta/plugins
4. Browse the Personal tab to find and install the Carta plugins

(Recommended) Enable automatic plugin updates

5. From the Customize → Plugins directory, switch to the Personal tab
6. Click the ⋮ menu next to the carta/plugins marketplace
7. Toggle Sync automatically on

In Claude Code (CLI):

/plugin marketplace add carta/plugins
/plugin install carta-cap-table
/plugin install carta-investors
/plugin install carta-crm
/reload-plugins

Carta CRM note: The Carta CRM plugin uses API key authentication instead of OAuth. Contact [email protected] to get your API key first, then set it in your environment before installing:

Bash

export LISTALPHA_API_KEY="your-api-key-here"

Use Carta with Other Compatible Clients

If you use Claude.ai or another compatible client, configure it with:

Server: Carta
URL: https://mcp.app.carta.com/mcp
Transport: HTTP

Then authenticate when prompted.

Option D: OpenAI Codex

Use this option if you are working in OpenAI Codex.

1. Open the Plugins tab in Codex
2. Click the dropdown in the top right → Add marketplace
3. Set Source to carta/plugins and leave Git ref and Sparse paths empty
4. Go to Plugins → Personal tab
5. Find and install the Carta plugins you need
6. Try asking Carta questions in chat to verify the setup

To delete or refresh the Carta plugins marketplace:

1. Restart Codex
2. Go to Plugins
3. Click the ⚙️ (gear) icon in the top right → Marketplace tab
4. Remove or re-sync the carta/plugins marketplace from there

After Installation

Once the plugins are installed and you've logged in, try asking Claude:

Cap Table Questions:

• "When does our 409A expire? Are we at risk?"
• "Model a 3% option pool increase before our Series B. How much does that dilute existing holders?"
• "Scan all my companies for red flags: expiring 409As, low option pools, SAFEs approaching maturity, large unconverted exposure"
• "We've received an inbound acquisition interest at approximately $200M. Pull together everything buyer's counsel will ask for on the equity side"

Investors Questions:

• "Generate an Excel report showing the latest quarter's NAV and TVPI for all funds?"
• "Generate fundraising materials based on our latest Fund III metrics and top investments"
• "How much did we spend on legal expenses in Q3 25?"
• "Download a tearsheet for [company]"
• "Which companies had a spike in revenue greater than 30% in from Q3 to Q4 2025?"

CRM Questions:

• "Add Sequoia Capital to the CRM as an investor"
• "Research Stripe and add them as a company"
• "Create a deal for Acme Corp and move it to due diligence"
• "Show me all deals in the term sheet stage"
• "Get the portfolio companies from a16z.com and add any new ones to the CRM"

Claude will use its available skills to answer these questions by querying Carta data.

Troubleshooting

Plugins aren't appearing in Claude

Claude Desktop:

• Make sure you've restarted Claude Desktop after installation
• Check Customize → Personal Plugins — the installed plugins should list under "Installed Plugins"
• Verify the marketplace was added correctly in Marketplaces

Claude Code:

• Verify the marketplace was added: claude plugin marketplace list
• Verify the plugins were installed: claude plugin list
• Try reloading: /reload-plugins

Can't install Carta plugins because another GitHub org marketplace is connected

If your organization has its own GitHub marketplace connected to Claude, it may conflict with the carta/plugins marketplace and block the install. As a workaround, clone the Carta plugins marketplace directly into your local Claude plugins directory:

First-time install:

mkdir -p ~/.claude/plugins/marketplaces && git clone [email protected]:carta/plugins.git ~/.claude/plugins/marketplaces/carta-plugins

Refresh an existing install:

cd ~/.claude/plugins/marketplaces/carta-plugins && git fetch origin && git reset --hard origin/main

After either step, restart your Claude Code session to pick up changes.

Authentication failed

• Make sure you're logging in with your Carta account
• Verify that your Carta user has access to the data you're querying
• For Investors data: confirm with your Carta admin that your firm has data sharing enabled
• For Carta CRM: verify the LISTALPHA_API_KEY environment variable is set correctly (contact [email protected] if you don't have a key)

Can't add the connector (permission error)

On Team and Enterprise plans, only Owners can add connectors and org-level plugins. If you see a permission error, this is expected — ask your Claude admin (Owner) to follow Option A above to set up Carta for your entire organization. Once they've done this, you'll find the connector under Customize → Connectors to connect individually.

Claude says "no tools found" or tools aren't working

• Claude Desktop: Restart Claude Desktop to re-register the plugins
• Claude Code: Run /reload-plugins to re-register the connector
• Check that you've completed the OAuth login flow (a browser window should have opened on first use)

Data Security & Privacy

When you use Carta plugins with Claude:

• Your Carta login authenticates all requests — Claude uses OAuth to verify your identity with Carta
• Data access is scoped — Claude can only access Carta data your account already has permission to view
• All communication is encrypted — All data is encrypted in transit via HTTPS/TLS
• Financial data handling — When using Carta plugins with Claude, your financial data flows through Claude (an Anthropic product). Review Anthropic's privacy policy and Carta's privacy policy for detailed information on data handling, storage, and retention.

What's Next

Explore the detailed guides for each plugin:

• Carta Cap Table Guide — Learn how to query cap tables, model rounds, analyze ownership, and more
• Carta Investors Guide — Learn how to query fund metrics, generate tearsheets, access regulatory data, and run custom queries
• Carta CRM Guide — Learn how to manage investors, companies, contacts, deals, and notes, and use enrichment and portfolio discovery

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