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carta-cap-table Claude Code Plugin

Author
Carta Engineering
Category
Productivity
Topics
Sales, Marketing & Business Ops · Payments & Fintech · Claude Code Customization & Workflow
First cataloged
2026-07-09 (UTC)
Explanation last updated
2026-08-25 (UTC)
Source (GitHub) last updated
2026-08-26 (UTC) (yesterday)

The explanation below is AI-generated. Please verify it against the sources.

This plugin is a Claude Code extension that lets Claude read and work with cap table data stored in Carta by using a set of purpose-built skills. It does not contain the data-serving logic itself; instead it teaches Claude how to call a separate Carta MCP server that actually holds the cap table information. Access is established through a two-step OAuth login where the user authenticates with Carta and Claude then uses the resulting token for subsequent requests. The skills cover a wide range of cap-table tasks such as viewing stakeholders and grants, tracking SAFEs and notes, reviewing 409A valuation history, running waterfall and conversion calculations, and issuing or amending certificates and option grants. According to the README, the plugin also collects telemetry such as session context and plugin activity, governed by Carta's published privacy policy.

About the service

Carta is an equity and cap table management platform; this plugin connects Claude to Carta's data through an MCP server so that ownership, valuation, and equity-award information can be queried and acted on conversationally.

What you can do with carta-cap-table

  • View ownership breakdowns, stakeholders, and preferred holder details for a company
  • Look up outstanding SAFEs, notes, and their conversion terms
  • Check 409A valuation history and expiration dates
  • Review vesting schedules for specific option grants
  • Run saved waterfall/exit scenario models
  • Get portfolio alerts for time-sensitive or red-flag issues
  • Determine the minimum stockholder coalition needed to pass a charter amendment vote
  • Check status of witness and spousal-consent signatures on awards
  • Issue new certificates and option grants, or amend existing ones
  • Compare compensation and market benchmarks tied to Carta's compensation taxonomy
  • Build or refresh a company's Cap Table Home summary artifact

Sources

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