How do I get my Carta API credentials?

Go to the **Carta Developer Portal** at **developer.carta.com** and log in or register. Click **Create App**, fill in the app details (name, homepage URL, grant type, and required scopes), then click **View app details** to find your **Client ID** and **Client Secret**. Copy both values and paste them into the configuration below. Note: Carta's API program is invite-only — if you don't have access, email **developers@carta.com** to request it.

Can my AI agent tell me exactly how much equity remains in our option pool?

Yes. Ask your agent to pull the cap table and it returns the total authorized shares, shares issued, options granted, options exercised, and the remaining unallocated pool — giving you an instant snapshot of your equity position. Perfect for board meetings, fundraising conversations, or new-hire planning where you need the numbers immediately.

What if a new hire asks about their vesting schedule during onboarding?

Your AI agent can pull any employee's grant details including total shares granted, vesting start date, cliff date, monthly vesting rate, and shares already vested — so HR can answer equity questions instantly during the onboarding call without opening the Carta dashboard or asking Legal.

Can this handle companies with complex multi-round fundraising histories?

Yes. The integration retrieves the full cap table structure including Seed, Series A, B, C rounds and beyond, convertible notes, SAFEs, and all share classes. Perfect for late-stage startups preparing for IPO, companies running secondary sales, and legal teams performing due diligence on cap table complexity.

Carta MCP Connector for Claude

Equip your AI agent with direct access to Carta — query cap tables, review equity grants, and monitor 409A valuations without opening the equity management dashboard.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner

More Details Connect to Claude

Connect Carta to your AI agent and manage your company's equity operations, stakeholder information, and compliance data conversationally.

What you can do

Cap Table Queries — Retrieve your company's capitalization table including shares outstanding, share classes, and ownership percentages.
Equity Grants — List active stock option grants, vesting schedules, exercise windows, and grant statuses.
409A Valuations — Access your latest 409A valuation data and fair market values for compliance reporting.
Stakeholder Directory — Query your shareholder registry to find individual equity positions and contact details.

How it works

Subscribe to the Carta integration on the marketplace.
Create an OAuth app in the Carta Developer Portal (developer.carta.com → Create App → copy Client ID and Client Secret).
Ask your AI agent to query cap tables, check vesting schedules, or pull 409A data.

Who is this for?

Founders & CEOs — Get instant answers about dilution, ownership percentages, and equity pool availability during board meetings.
HR & People Ops — Check vesting schedules and grant details for employees without navigating the Carta dashboard.
CFOs & Legal Teams — Pull 409A valuations and compliance data instantly for audits and fundraising diligence.

equity-managementcap-tablevaluationstock-optionsstakeholder-managementfinancial-compliance

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