carta-cap-table Claude Code Plugin
Claude Code PluginClaude CodeProductivitySales, Marketing & Business OpsPayments & FintechAI Agents & AI App DevelopmentThe explanation below is AI-generated. Please verify it against the sources.
This plugin gives Claude Code a set of skills and hooks for working with Carta cap table data through the Carta MCP server. It lets a user ask about ownership breakdowns, stakeholders, outstanding SAFEs, 409A valuation timelines, vesting schedules, and exit waterfall scenarios. Access to Carta is established through an OAuth login flow, after which Claude sends an access token with each request to the MCP server. The plugin itself does not contain the MCP server code, which is maintained in a separate repository, and it also gathers usage telemetry as described in the README.
About the service
Carta is an equity and cap table management platform used by companies to track stock issuance, option grants, SAFEs, valuations, and ownership records. This plugin connects Claude Code to Carta's data through its MCP server rather than replacing the platform itself.
What you can do with carta-cap-table
- Look up ownership breakdowns, stakeholders, and preferred holder details for a company
- Check outstanding SAFEs and notes, and calculate their conversion into equity
- Review 409A valuation history and financing round history
- Inspect vesting schedules for individual option grants
- Build or update a company-specific cap table overview artifact
- Detect portfolio red flags and time-sensitive business triggers
- Look up compensation and cap structure market benchmarks
- Determine the minimum stockholder group needed to pass a charter amendment vote
- Issue new certificates and option grants, or amend existing ones