carta-cap-table Claude Code Plugin
Claude Code PluginClaude CodeProductivitySales, Marketing & Business OpsPayments & FintechThe explanation below is AI-generated. Please verify it against the sources.
This plugin is a Claude Code plugin that connects Claude to Carta's cap table service through a separate MCP server, letting users look up equity and ownership information in natural language. It authenticates via a two-leg OAuth redirect flow against Carta's login page, then attaches the resulting access token to every MCP tool call. The plugin bundles a large set of skills covering ownership and stakeholder reporting, SAFE/note conversion, 409A valuation history, vesting schedules, waterfall exit modeling, compensation benchmarks, and issuance or amendment of certificates and grants. It also ships a test suite for the MCP integration and, per the README, collects telemetry such as session context and plugin activity for reliability purposes. The MCP server's own source code is maintained in a different repository from this plugin.
About the service
Carta is an equity and cap table management service; this plugin depends on Carta's MCP server and OAuth-based login to pull a company's cap table, valuation, grant, and financing data into Claude.
What you can do with carta-cap-table
- Look up a company's ownership breakdown, stakeholders, and outstanding SAFEs
- Check 409A valuation history and expiration timing
- Review option grant vesting schedules and witness/spousal-consent signature status
- Run SAFE or note conversion calculations and reference saved waterfall exit scenarios
- Check UK HMRC EMI/CSOP allowance usage for a company or holder
- Pull compensation benchmarks and classify a job title into Carta's role taxonomy
- Issue or amend certificates, option grants, and profits interest units
- Build a per-company summary artifact (ownership, option pool, stakeholders, drafts)
- Surface portfolio alerts and time-sensitive business triggers
- Run the verdict test suite to validate MCP server behavior