Setting up Carta Claude 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. When you install a Carta plugin, your client application gains read-only access to the Carta data your account can already see. No API keys, no separate configuration needed.

The two Carta plugins currently available are:

• Carta Cap Table — For organizations using Carta for cap table management. Access ownership data, SAFEs, convertibles, grants, valuations, and financing history.
• Carta Fund Admin — For investment firms on Carta. Access fund metrics, NAV, partner data, portfolio company financials, generate tearsheets, and more.

Installation

Step 1: Setup in Claude Desktop (Code tab)

Carta plugins come pre-built and are available in the Carta plugins marketplace. This is the easiest way to get started.

1. Open Claude Desktop and navigate to the Code tab. Click Customize → Personal Plugins
2. Click + → Create Plugin → Add Marketplace
3. Enter: carta/plugins
4. Browse the Personal tab to find and install:
   • Carta Cap Table — for cap table, ownership, and valuation data
   • Carta Fund Admin — for fund metrics, NAV, and tear sheets

Now add the Carta connector:

5. Go to Customize → Connectors
6. Click Add custom connector
7. Enter the server URL: https://mcp.app.carta.com/mcp
8. Click Add
9. Select the Carta connector from the list
10. Tap Connect
11. Complete the Carta authorization flow when prompted
12. Restart Claude

On your first use, a browser window will open asking you to log in with your Carta credentials. This is your account's OAuth authorization — Claude will use it to securely access your data going forward.

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 sse 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-fund-admin

After installing, reload your plugins:

/reload-plugins

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

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: SSE (Server-Sent Events)

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"

Fund Admin 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?"

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

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 Fund Admin data: confirm with your Carta admin that your firm has data sharing enabled

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 Fund Admin Guide — Learn how to query fund metrics, generate tearsheets, access regulatory data, and run custom queries

Support