Connect AI agents to the Carta MCP server

Vendor MCP

The Carta MCP connector routes your AI agent's tool calls to Carta's own MCP server through Scalekit. Each user signs in to Carta once, and Scalekit stores and refreshes their tokens, so your agent never handles credentials. It comes with 18 tools.

Tools: 18
What they doRead · write · destructive: 13 · 3 · 213 read3 write2 destructive
Users sign in with: OAuth
OAuth app: Scalekit's or your own

Setup

Install the SDK
- Node.js
- Python
Terminal window
npm install @scalekit-sdk/node dotenv
Terminal window
pip install scalekit-sdk-python python-dotenv
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>
```
Create the Carta MCP connection
In AgentKit > Connections, create a Carta MCP connection. The name you give it is the connection_name your code passes. See Configure connections.
Scalekit credentials are available for Carta MCP server, so you don't need to register an OAuth app.

Authorize a user and make your first call

Node.js
Python

1
import { ScalekitClient } from '@scalekit-sdk/node'
2
import 'dotenv/config'
3
import { createInterface } from 'node:readline/promises'
4

5
const scalekit = new ScalekitClient(
6
  process.env.SCALEKIT_ENVIRONMENT_URL,
7
  process.env.SCALEKIT_CLIENT_ID,
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  process.env.SCALEKIT_CLIENT_SECRET,
9
)
10
const actions = scalekit.actions
11

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const connector = 'cartamcp'
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const identifier = 'user_123'
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// Generate an authorization link for the user
16
const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
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console.log('Authorize Carta MCP:', link)
18
const rl = createInterface({ input: process.stdin, output: process.stdout })
19
await rl.question('Press Enter after authorizing...')
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rl.close()
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// Make your first call
23
const result = await actions.executeTool({
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  connector,
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  identifier,
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  toolName: 'cartamcp_get_current_user',
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  toolInput: {},
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})
29
console.log(result)

npx tsx quickstart.mts

1
import os
2
from scalekit import ScalekitClient
3
from dotenv import load_dotenv
4
load_dotenv()
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scalekit_client = ScalekitClient(
7
    env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"),
8
    client_id=os.getenv("SCALEKIT_CLIENT_ID"),
9
    client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
10
)
11
actions = scalekit_client.actions
12

13
connection_name = "cartamcp"
14
identifier = "user_123"
15

16
# Generate an authorization link for the user
17
link_response = actions.get_authorization_link(
18
    connection_name=connection_name,
19
    identifier=identifier,
20
)
21
print("Authorize Carta MCP:", link_response.link)
22
input("Press Enter after authorizing...")
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# Make your first call
25
result = actions.execute_tool(
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    tool_input={},
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    tool_name="cartamcp_get_current_user",
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    connection_name=connection_name,
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    identifier=identifier,
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)
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print(result)

python quickstart.py

Each user signs in once. See Authorize a user for the full flow and statuses.

Tools

Pass the exact name to execute_tool

Try in Playground Request a tool

cartamcp_cap_table_chartShow a visual cap table summary with ownership breakdown by share class.Read-only
Cap Table Chart
Show a visual cap table summary with ownership breakdown by share class.
Inputs
corporation_idstringrequired
Carta corporation ID of the company.
as_of_datestring
Date to use for the cap table snapshot in YYYY-MM-DD format.default
company_namestring
Name of the company to look up.default
cartamcp_discoverList available Carta commands or views across all domains.Read-only
Discover
List available Carta commands or views across all domains.
Inputs
domainstring
Carta domain to filter commands by (e.g. equity, fund).
scopestring
Scope to filter commands by: read, write, or view.
searchstring
Search term to filter results by name or description.
cartamcp_fetchExecute a named read command against Carta.Read-only
Fetch
Execute a named read command against Carta.
Inputs
commandstringrequired
Fully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands.
paramsstring
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_userGet the currently authenticated Carta user profile.Read-only
Get Current User
Get the currently authenticated Carta user profile.
Inputs
This tool takes no inputs.
cartamcp_list_accountsList all companies and organizations the current user has access to.Read-only
List Accounts
List all companies and organizations the current user has access to.
Inputs
detailstring
"summary" (default) returns up to the first 10 accounts, plus a total count when there are more. Pass "full" to force the complete list.default summary
searchstring
Search term to filter results by name or description.default
cartamcp_list_contextsList the firms you have access to in Carta Fund Admin.Read-only
List Contexts
List the firms you have access to in Carta Fund Admin.
Inputs
firm_idstring
Carta firm ID to switch context to.default
firm_namestring
Name of the firm to filter by.default
firm_uuidstring
UUID of the firm to filter by.default
cartamcp_list_resourcesList all available Carta MCP resources and resource templates.Read-only
List Resources
List all available Carta MCP resources and resource templates.
Inputs
This tool takes no inputs.
cartamcp_read_resourceRead a Carta MCP resource by its URI.Read-only
Read Resource
Read a Carta MCP resource by its URI.
Inputs
uristringrequired
URI of the resource to read. For templated resources, fill in the template parameters.
cartamcp_request_permissionsGenerate an authorization link to grant Carta MCP access to your account.Read-only
Request Permissions
Generate an authorization link to grant Carta MCP access to your account.
Inputs
This tool takes no inputs.
cartamcp_search_toolsSearch for Carta MCP tools using a natural language query.Read-only
Search Tools
Search for Carta MCP tools using a natural language query.
Inputs
querystringrequired
Natural language query describing the tool you're looking for.
cartamcp_view_remoteRender an interactive Carta view backed by a Module Federation remote.Read-only
View Remote
Render an interactive Carta view backed by a Module Federation remote.
Inputs
namestringrequired
Name of the view to render. Use Discover with scope=view to see available views.
paramsstring
Parameters dict (e.g. {"corporation_id": 123}).
cartamcp_view_staticRender an interactive Carta view backed by server-bundled HTML.Read-only
View Static
Render an interactive Carta view backed by server-bundled HTML.
Inputs
namestringrequired
Name of the view to render. Use Discover with scope=view to see available views.
paramsstring
Parameters dict passed to the view as ``window.mcpViewArgs``.
cartamcp_welcomeGet a welcome message and orientation guide from Carta MCP.Read-only
Welcome
Get a welcome message and orientation guide from Carta MCP.
Inputs
rolestring
Optional role to filter quick-start suggestions by (e.g. CFO, fund accountant, deal team, IR, compliance officer, general partner, fundraising lead). Leave empty to show all.default
cartamcp_set_contextSwitch the active firm so subsequent queries use that firm data.Write
Set Context
Switch the active firm so subsequent queries use that firm data.
- Idempotent
Inputs
firm_idstringrequired
Carta firm ID to switch context to.
cartamcp_skill_checkpointRecord a named execution milestone for a running skill (explicit invocation only).Write
Skill Checkpoint
Record a named execution milestone for a running skill (explicit invocation only).
Inputs
checkpoint_labelstringrequired
Milestone label, e.g. "skill_started" or "skill_finished" for the first/last checkpoint, or a custom snake_case label.
skill_namestringrequired
Full skill identifier being checkpointed.
notesstring
Optional free-text context, e.g. an error summary or a counted quantity.
cartamcp_track_ui_eventRecord a UI event (click, view, or other interaction) from a Carta MCP interface so it shows up in analytics.Write
Track Ui Event
Record a UI event (click, view, or other interaction) from a Carta MCP interface so it shows up in analytics.
Inputs
contextsarrayrequired
List of small dicts giving extra context for the event. Must include one entry describing which interface sent the event, shaped as {"schema": "iglu:com.carta/mcp_interface/jsonschema/1-0-0", "data": {"interfaceType": ..., "interfaceId": ...}}, where interfaceType is one of "mcp_app", "micro_app", or "artifact".
eventstringrequired
The event to record, as a small dict shaped like {"schema": ..., "data": ...}. Passed through exactly as given.
user_idstring
Optional fallback identity for the event. The server automatically attaches the verified, logged-in user's identity when it can determine one, and that always wins over this value.
cartamcp_call_toolCall a Carta MCP tool by name with the given arguments.Destructive
Call Tool
Call a Carta MCP tool by name with the given arguments.
Inputs
namestringrequired
Name of the tool to call, as returned by Search Tools (use __ instead of : as a separator).
argumentsstring
Arguments to pass to the tool (dict or JSON string).
cartamcp_mutateExecute a write command (POST, PATCH, PUT, DELETE) against Carta.Destructive
Mutate
Execute a write command (POST, PATCH, PUT, DELETE) against Carta.
Inputs
commandstringrequired
Fully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands.
paramsstring
Parameters dict (e.g. {"ownerId": 123, "ownerKind": "FIRM", ...}).

Setup

Install the SDK

Set your credentials

Create the Carta MCP connection

Authorize a user and make your first call

Tools

Call it

Returns

Cap Table Chart

Inputs

Discover

Inputs

Fetch

Inputs

Get Current User

Inputs

List Accounts

Inputs

List Contexts

Inputs

List Resources

Inputs

Read Resource

Inputs

Request Permissions

Inputs

Search Tools

Inputs

View Remote

Inputs

View Static

Inputs

Welcome

Inputs

Set Context

Inputs

Skill Checkpoint

Inputs

Track Ui Event

Inputs

Call Tool

Inputs

Mutate

Inputs

Related: other Accounting & Finance connectors