Carta Cap Table

Carta Cap Table

Claude Code plugin that gives Claude access to Carta cap table data.

How it works

This plugin provides skills that teach Claude how to use the Carta MCP server effectively — querying cap tables, modeling rounds, detecting portfolio alerts, and more. The MCP server itself lives in the carta-mcp repo.

OAuth uses a two-leg redirect flow:

1. Claude opens a browser to the MCP server's /authorize endpoint
2. User logs in via Carta's login page
3. Carta redirects back with an auth code, which is exchanged for an access token
4. Claude sends the token as a bearer token on every MCP tool call

Installation

Install from the marketplace via /plugin, or use the install script in cap-table-scaffold.

After installing, restart Claude Code and run /mcp to complete OAuth authentication.

Try it out

• "What Carta cap table data do I have access to?"
• "Show me the ownership breakdown for [company]"
• "Who are the stakeholders in [company]?"
• "What SAFEs are outstanding for [company]?"
• "When does the 409A expire for [company]?"

Skills

Skill	Description
carta-cap-table	Answer rules for every cap table answer, and a single fact or a short answer — ownership, one stakeholder, largest grants, totals
carta-portfolio-alerts	Detect red flags and time-sensitive issues
carta-reporting	Custom cap table reports and files — filtered, sorted tables, Excel and markdown exports
carta-field-definitions	Explain a column or field within a specific Carta report
carta-valuation-history	409A valuation history
carta-hmrc-limits	UK HMRC EMI/CSOP limit usage — company allowance and per-holder headroom
carta-voting-rights-optimizer	Legal tool — minimum stockholder coalition to pass a charter amendment or vote
carta-round-history	Financing round history
carta-grant-vesting	Vesting schedule for a specific option grant
carta-witness-signatures	Status of witness and spousal-consent signature requests on awards
carta-conversion-calculator	Calculate SAFE/note conversion into equity
carta-client-triggers	Surface time-based BD triggers across the portfolio
carta-market-benchmarks	Cap structure patterns as market benchmarks
carta-compensation-benchmarks	Carta Total Comp market benchmarks (salary, equity, total cash) for a role
carta-compensation-rolematcher	Classify a job title into the CTC compensation taxonomy
carta-issuance	Issue certificates, option grants and profits interest units; draft shares, grants or units, or resume from a draft set
carta-manage-securities	Edit, cancel, partly cancel or reverse the cancellation of an issued security, with a preview first
carta-start	Get started: shows your company, what your role can do and three prompts to try, then sets up Carta Home
carta-captable-home-build	Build or redeploy the Carta Home - <company> live artifact — ownership, fully diluted summary, option pool, stakeholders, drafts, and a skill directory for one company

MCP Server

The Carta MCP server source code lives in carta/carta-mcp. This plugin only contains the skills and hooks needed to use it from Claude.

Testing

Run the verdict test suite with /cap-table-scaffold:test. Requires the carta-local MCP server running and authenticated — run /mcp first if needed.

/cap-table-scaffold:test                    # all suites in parallel
/cap-table-scaffold:test ai-authorization   # single suite

Data & Privacy

This plugin collects telemetry to improve reliability and performance. Data collected includes session context, model configuration, and plugin activity. See Carta's Privacy Policy for details.

Contributing

See docs/CONTRIBUTING.md for the playbook on adding new skills, MCP commands, write actions, and when to move logic to Python.