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, and financing history.
• Carta Investors — For investment firms on Carta. Fund metrics, NAV, partner data, portfolio company financials, 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 teams — your Claude admin sets up the Carta connector and installs the plugins once for the whole organization. Individual users only need to authenticate.

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

1. Go to Organization settings → Connectors
2. Click Add, search for Carta, and select it from the directory of official connectors
3. Click Add

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

1. Go to Organization settings → Plugins
2. Click Add plugin → GitHub
3. Enter the repository: carta/plugins
4. For each plugin (Carta Cap Table, Carta Investors, Carta CRM), set the distribution preference — choose Installed by default or Required to make them available to all members automatically

Step 3: (Recommended) Enable automatic plugin updates

An initial sync runs automatically when you connect the repository. After that, organization owners can opt in to continued automatic updates per marketplace:

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

The GitHub marketplace will then be auto-synced whenever a PR is merged to carta/plugins, so members always have the latest plugin versions. You can also trigger a sync manually at any time by clicking Update on the marketplace.

Step 4: Each member activates and authenticates

1. Go to Customize → Connectors
2. Find the Carta connector added by your admin
3. Click Connect and log in with your Carta account to authorize access

The Carta plugins installed by your admin will be available immediately after authenticating.

Option B: Personal Setup

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

Step 1: Setup in Claude Desktop

1. Open Claude Desktop and click Customize
2. Click + next to Connectors, search for Carta, and select it from the directory of official connectors
3. Click Connect and log in with your Carta account to authorize access

Then install the Carta plugins:

4. Next to Personal Plugins, click + → Create Plugin → Add Marketplace
5. Enter: carta/plugins
6. Browse the Personal tab to find and install:
   • 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

(Recommended) Enable automatic plugin updates

An initial sync runs automatically when you add the marketplace. To keep the Carta plugins up to date as new versions ship, opt in to continued syncing:

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

The marketplace will then be auto-synced whenever a PR is merged to carta/plugins. You can also trigger a sync manually at any time by clicking Update on the marketplace.

Step 2: (Optional) Setup directly in Claude Code CLI

If you use Claude Code (the CLI tool), you can access the same Carta data via the Carta connector. This is optional — the plugins already include connector setup.

Add the Carta connector to Claude Code:

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

Then use the /plugin command to install the Carta plugins:

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

After installing, reload your plugins:

/reload-plugins

You'll be prompted to authenticate with Carta on first use (same OAuth flow as Claude Desktop).

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"

Step 3: (Optional) Use Carta with Other Compatible Clients

If you use Claude.ai or another compatible client, you can connect the Carta connector directly. Configure your client with:

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

Then authenticate when prompted.

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

Support