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Carta

The connected ERP for private capital

Documentation

About Carta

Carta connects cap table, investor, fund, accounting, and company financial data to AI-assisted private-capital workflows. Its MCP connector helps assistants analyze ownership, valuations, pro-forma rounds, exit scenarios, investment metrics, and fund performance without switching systems.

Connection details

https://mcp.app.carta.com/mcp

Transport

Streamable HTTP

Authentication

OAuth

Setup

claude mcp add carta --transport http https://mcp.app.carta.com/mcp

Frequently asked questions

What is the Carta remote MCP server?

The Carta remote MCP server is a hosted Model Context Protocol endpoint at https://mcp.app.carta.com/mcp, so AI assistants can connect to it without installing or running anything locally.

How do I connect to the Carta MCP server?

Add the endpoint https://mcp.app.carta.com/mcp to any MCP-compatible client such as Claude Code, Cursor, or VS Code. The setup snippets on this page configure each client in one step.

Does the Carta MCP server require authentication?

Yes. Carta uses OAuth: the first time you connect, your MCP client opens a browser window to sign in and authorize access, then reuses the credentials for future sessions.

Which transport does the Carta MCP server use?

Carta exposes a Streamable HTTP endpoint, the transport used by remote MCP servers and supported by all major MCP clients.

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