Financial-Services

Carta Connector Risk

Assess and monitor the risk of the Carta connector in Anthropic Claude, OpenAI Codex, and Microsoft Copilot.

The connected ERP for private capital

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Connector Details

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.

Permissions: Read
Type: Remote
Works With: claude, claude-api, claude-code, claude-desktop
Categories: financial-services
MCP App: Yes
Server: mcp.app.carta.com/mcp
Transport: streamable-http
Visibility: commercial
Author: Carta
Added: 5/13/2026

Documentation Privacy Policy

Tools the Carta Connector Exposes to Anthropic Claude

welcome

discover

fetch

list_contexts

set_context

list_accounts

get_current_user

cap_table_chart

cap_table_healthcheck

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