Who it is for
Startup finance leads and fund investors administering equity on Carta.
Carta
Cap table, valuation, and fund performance data from Carta
Overview
What Carta does
Carta administers equity and fund records, and what this connector reaches depends on which side of the product the account sits on. Companies with cap tables can pull ownership positions, 409A valuations, and stakeholder detail, then model pro-forma rounds or exit scenarios against those numbers. Investors reach fund performance, investment metrics, accounting data, and portfolio company financials. Nine tools are published at partner tier, a compact surface for two fairly different data models. An endpoint URL and documentation are available.
Tool surface
Nine tools are claimed and the endpoint gates enumeration behind a Carta login, so whether issuer and investor data share tools or split them cannot be seen from outside.
Availability
Where Carta is listed
Carta is listed in the Claude connectors directory only. Carta has no app under the same domain in the ChatGPT directory; 392 of the 3,150 products here are on both marketplaces, and this is not one of them.
The MCP server behind a Claude connector is usually the same server a ChatGPT app would need, so the absence is a distribution decision rather than a technical one.
Claude listing
In the Claude connectors directory
Carta publishes 9 tools to Claude. That is a mid-sized surface: 41.3% of the 1,253 Claude-listed connectors expose fewer.
The median Claude-listed connector filed under Finance publishes 12, so this one sits 3 tools below its bucket's median, 95th of 159.
It falls in the 7-10 tools band, which holds 14.6% of the Claude directory.
Carta publishes a remote MCP endpoint. Claude connects to it over HTTP; there is nothing to install locally.
Every connector in the Claude directory is remote, all 1,253 of them, so transport is not a differentiator there.
- Publisher
- Carta
- Verification
- Verified partner (37.8% of the Claude directory)
- Filed under
- Financial Services
- Endpoint
-
https://mcp.app.carta.com/mcp - Documentation
- Publisher setup docs
- Published tools
- 9 · 7-10 tools band
- Depth rank in Finance
- 95 of 159
- Snapshot
- August 2026
Carta carries partner verification in the Claude directory, which 474 of 1,253 listings do (37.8%). That is a review step past self-publishing, not an Anthropic-built server.
In the publisher's words
How Carta describes it
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.
Quoted from the connector's own Claude directory listing as captured in August 2026. Node8 did not write it and does not vouch for it.
Nearby
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Claude · ChatGPT
Driggsby
A read-only view of bank, investment and debt accounts via Plaid
Claude
Grasp
Private-market company, buyer and deal research with exports
Claude
Investment Banking
Banking workflows for M&A, financing, valuation, and diligence
ChatGPT
This is an independent catalogue entry compiled by Node8 from Carta's public marketplace listing as it stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with Carta, and inclusion here is not an endorsement.
Want your company reachable inside ChatGPT and Claude?
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