Access cap table and investor data directly to your AI workflow. Cap table customers can pull cap table ownership, 409A valuations, and stakeholder details. Model pro-forma rounds and analyze exit scenarios. For investors, access investment metrics, fund performance, accounting data, and company financials instantly. Ask questions, run scenarios, and uncover insights without context switching—your Carta data remains secure and integrated. You can use Carta to: Ownership & Structure: "Show me the current cap table for Acme Inc with all shareholders and their ownership percentages." Fundraising Materials: "Build a presentation showing our Fund II performance compared to Carta benchmarks and top 5 investments by deal IRR." LP Reporting: "Generate tear sheets for all my portfolio companies in Fund I as of 1/31/26."

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