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Carta MCP connector

OAuth 2.1/DCR Accounting & FinanceAnalyticsProductivity

Connect to Carta. Manage equity cap tables, fund administration, company accounts, and ownership data for venture-backed companies.

Carta MCP connector

  1. Install the SDK

    Section titled “Install the SDK”
    Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. Set your credentials

    Section titled “Set your credentials”

    Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

    .env
    SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
    SCALEKIT_CLIENT_ID=<your-client-id>
    SCALEKIT_CLIENT_SECRET=<your-client-secret>

  3. Authorize and make your first call

    Section titled “Authorize and make your first call”
    quickstart.ts
    import { ScalekitClient } from '@scalekit-sdk/node'
    import 'dotenv/config'
    

    const scalekit = new ScalekitClient(
      process.env.SCALEKIT_ENV_URL,
      process.env.SCALEKIT_CLIENT_ID,
      process.env.SCALEKIT_CLIENT_SECRET,
    )
    const actions = scalekit.actions
    

    const connector = 'cartamcp'
    const identifier = 'user_123'
    

    // Generate an authorization link for the user
    const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
    console.log('Authorize Carta MCP:', link)
    process.stdout.write('Press Enter after authorizing...')
    await new Promise(r => process.stdin.once('data', r))
    

    // Make your first call
    const result = await actions.executeTool({
      connector,
      identifier,
      toolName: 'cartamcp_get_current_user',
      toolInput: {},
    })
    console.log(result)

What you can do

Section titled “What you can do”

Connect this agent connector to let your agent:

  • Welcome records — Get a welcome message and orientation guide from Carta MCP
  • Static view — Render an interactive Carta view backed by server-bundled HTML
  • Remote view — Render an interactive Carta view backed by a Module Federation remote
  • Context set — Switch the active firm so subsequent queries use that firm data
  • Mutate records — Execute a write command (POST, PATCH, PUT, DELETE) against Carta
  • List contexts, accounts — List the firms you have access to in Carta Fund Admin

Tool list

Section titled “Tool list”

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

cartamcp_cap_table_chart # Show a visual cap table summary with ownership breakdown by share class. 3 params

Show a visual cap table summary with ownership breakdown by share class.

Name Type Required Description
corporation_id string required Carta corporation ID of the company.
as_of_date string optional Date to use for the cap table snapshot in YYYY-MM-DD format.
company_name string optional Name of the company to look up.
cartamcp_discover # List available Carta commands or views across all domains. 3 params

List available Carta commands or views across all domains.

Name Type Required Description
domain string optional Carta domain to filter commands by (e.g. equity, fund).
scope string optional Scope to filter commands by: read, write, or view.
search string optional Search term to filter results by name or description.
cartamcp_fetch # Execute a named read command against Carta. 2 params

Execute a named read command against Carta.

Name Type Required Description
command string required Fully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands.
params string optional Parameters dict (e.g. {"corporation_id": 123}). Pass "raw": true to skip formatting and get the full API response. Not honored on every command — check the command's `help` for whether `raw` is supported.
cartamcp_get_current_user # Get the currently authenticated Carta user profile. 0 params

Get the currently authenticated Carta user profile.

cartamcp_list_accounts # List all companies and organizations the current user has access to. 1 param

List all companies and organizations the current user has access to.

Name Type Required Description
search string optional Search term to filter results by name or description.
cartamcp_list_contexts # List the firms you have access to in Carta Fund Admin. 3 params

List the firms you have access to in Carta Fund Admin.

Name Type Required Description
firm_id string optional Carta firm ID to switch context to.
firm_name string optional Name of the firm to filter by.
firm_uuid string optional UUID of the firm to filter by.
cartamcp_mutate # Execute a write command (POST, PATCH, PUT, DELETE) against Carta. 2 params

Execute a write command (POST, PATCH, PUT, DELETE) against Carta.

Name Type Required Description
command string required Fully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands.
params string optional Parameters dict (e.g. {"ownerId": 123, "ownerKind": "FIRM", ...}).
cartamcp_set_context # Switch the active firm so subsequent queries use that firm data. 1 param

Switch the active firm so subsequent queries use that firm data.

Name Type Required Description
firm_id string required Carta firm ID to switch context to.
cartamcp_view_remote # Render an interactive Carta view backed by a Module Federation remote. 2 params

Render an interactive Carta view backed by a Module Federation remote.

Name Type Required Description
name string required Name of the view to render. Use Discover with scope=view to see available views.
params string optional Parameters dict (e.g. {"corporation_id": 123}).
cartamcp_view_static # Render an interactive Carta view backed by server-bundled HTML. 2 params

Render an interactive Carta view backed by server-bundled HTML.

Name Type Required Description
name string required Name of the view to render. Use Discover with scope=view to see available views.
params string optional Parameters dict passed to the view as ``window.mcpViewArgs``.
cartamcp_welcome # Get a welcome message and orientation guide from Carta MCP. 0 params

Get a welcome message and orientation guide from Carta MCP.