This is a third-party managed MCP server operated by Carta. Authentication uses OAuth — just connect your Carta account and start using it immediately.
What Can It Do?
- View cap table information and ownership breakdowns
- Manage equity grants and vesting schedules
- Access stakeholder information and contacts
Where to Use It
In Agents (Recommended)
Add Carta as a tool to any agent. The agent can then access your equity data conversationally, choosing the right actions based on context. To add an MCP tool to your agent:- Open your agent’s configuration
- Click Add tools → Connect an app with MCP
- Search for the integration and select it
- Authenticate with your Carta account
In Workflows (Via Agent Node)
For automated pipelines, use an Agent Node with Carta tools. This gives you the flexibility of an agent within a deterministic workflow.Authentication
Carta uses OAuth 2.0 for authentication. When you connect the integration, you’ll be redirected to Carta to authorize access. No API keys or manual configuration required.Example Prompts
Use these with your agent or in the Agent Node: View cap table:Troubleshooting
| Issue | Solution |
|---|---|
| Cannot connect | Ensure you have admin or viewer access to your Carta company |
| Data not loading | Check that your permissions include the requested data |
| Tool not available | Verify the tool is enabled in your agent’s MCP configuration |
Need Help?
- Agents documentation for setup and best practices
- Agent Node guide for workflow integration
- Need help? Reach out to us
- Contact support@gumloop.com for assistance