Finance and revenue

The Carta connector.

Cap table, equity, 409A valuations, and fund performance. Connect once with your own key. Every agent your team runs reads the same 13 tools under one permission model.

How access is governed

13

Read tools

Open by default. They run when called, and every call is logged with the endpoint, tool and capability.

0

Write tools

Carta exposes no write tools. Nothing it does mutates external state.

0

Destructive tools

Carta defines no destructive tools. Nothing here deletes data.

Defaults come from the capability on each tool definition, and an admin can tighten or open any tool individually. The endpoint's capability ceiling can only tighten that policy. An endpoint scoped to read never surfaces a write tool.

Every Carta tool

13 tools, named as the agent sees them.

  • list_issuersread

    List Carta issuers (companies) this account can access, with id, legal name, DBA name, and website. Issuer ids feed every other issuer tool.

  • get_cap_tableread

    Get an issuer's summary capitalization table: fully diluted and outstanding shares, cash raised, and per-share-class / option-pool / warrant / note-block breakdowns.

  • get_stakeholder_cap_tableread

    Get an issuer's stakeholder-level capitalization table: per-stakeholder ownership grouped by stakeholder group, with outstanding and fully diluted shares per share class.

  • list_stakeholdersread

    List an issuer's stakeholders (people and entities holding equity): name, email, relationship, group, and entity type.

  • list_share_classesread

    List an issuer's share classes: type (common/preferred), authorized shares, par value, seniority, and preferred rights (issue price, conversion, multiplier, participation, dividends).

  • list_option_grantsread

    List an issuer's option grants: stakeholder, quantity, outstanding/vested/exercised counts, exercise price, ISO/NSO type, and key dates (issue, vesting start, expiration).

  • list_certificatesread

    List an issuer's share certificates: stakeholder, share class, quantity, price per share, and issue date.

  • list_convertible_notesread

    List an issuer's convertible notes and SAFEs: stakeholder, principal, interest, note block, and issue/maturity/conversion dates.

  • list_valuationsread

    List an issuer's fair market values (409A valuations): effective/expiration dates and per-share-class prices. Use to check whether the current 409A is near expiry.

  • list_firmsread

    List investment firms this Carta account can access. Firm ids feed the fund tools.

  • list_fundsread

    List a firm's funds with fund id and name.

  • get_fund_performanceread

    Get fund performance metrics: commitment, contributed capital, distributions, NAV, IRR, DPI, RVPI, and TVPI. Pass fundId '-' for all funds in the firm.

  • list_fund_investmentsread

    List a fund's investments: portfolio company, security details, and amounts.

Use it from any agent

The same Carta tools reach Claude Code, Cursor, Claude Desktop or your own agent through one MCP endpoint. The endpoint is scoped to a group, the token is issued per group and revocable from the dashboard, and an allowed-tool list and capability ceiling limit what it exposes. Reads run. Gated writes refuse unless an admin opens them. Destructive tools remain unavailable over MCP.

.mcp.json · works for Cursor and Claude Desktop too
{
  "mcpServers": {
    "growth": {
      "type": "http",
      "url": "https://app.notara.ai/mcp/g/acme/growth",
      "headers": {
        "Authorization": "Bearer ntr_mcp_xxxxxxxxxxxxxxxxxxxx"
      }
    }
  }
}

The URL and token are placeholders. Real endpoints are issued per group from the dashboard.

Setup

  1. 01

    Create a Carta Client Secret in your Carta account (where to find it). The key is yours: Notara stores it encrypted and never sees a bill.

  2. 02

    Paste it into the Notara dashboard. Credentials can be scoped to the workspace or to one person.

  3. 03

    The tools appear with their capability defaults already set. Tighten or open any of them per tool, then invite the agent to a channel or issue an MCP token.

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