MCP App Store
Financial-Services

Carta

by Carta

Overview

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.

Tools

cap_table_chart

Claude

cap_table_healthcheck

Claude

discover

Claude

fetch

Claude

get_current_user

Claude

list_accounts

Claude

list_contexts

Claude

set_context

Claude

welcome

Claude

App Stats

9

Tools

Claude

Platforms

Works with

Claude

Data refreshed daily