Setting up Carta Plugins

Connect to your Carta account using pre-built plugins and access fund performance, cap tables, portfolio financials, partner data, and more. Whether you use Claude Desktop, Claude Code, or another compatible client, Carta plugins automatically handle authentication and data access.

How It Works

Carta plugins bundle everything you need — including authentication setup. Most Carta plugins authenticate via OAuth: install the plugin, connect your Carta account, and you're ready. The Carta CRM plugin requires a separate API key (see the CRM guide for details).

The Carta plugins currently available are:

• Carta Cap Table — For organizations using Carta for cap table management. Query ownership, SAFEs, convertibles, grants, valuations, and financing history.
• Carta Investors — For investment firms on Carta. Fund metrics, NAV, partner data, portfolio company financials, generate tearsheets, and more.
• Carta CRM — For investment teams using Carta CRM. Add and update investors, companies, contacts, deals, and notes using natural language. Supports both read and write operations.

Installation

Step 1: Setup in Claude Desktop

Carta plugins come pre-built and are available in the Carta Claude plugins marketplace. This is the easiest way to get started.

First, add the Carta MCP connector:

1. Open Claude Desktop and click Customize
2. Click + next to Connectors and choose Add custom connector
3. Enter the following:
   • Name: Carta
   • URL: https://mcp.app.carta.com/mcp
4. Click Add, then Connect, and log in with your Carta account to authorize access

Then install the Carta plugins:

5. Next to Personal Plugins, click + → Create Plugin → Add Marketplace
6. Enter: carta/plugins
7. Browse the Personal tab to find and install:
   • Carta Cap Table — query ownership, share classes, SAFEs, convertible notes, 409A valuations, vesting schedules, financing history, waterfall and exit scenarios, and more
   • Carta Investors — query fund metrics, NAV, LP contributions and distributions, portfolio company financials, benchmark comparisons, generate tearsheets, regulatory reporting (Form ADV/PF), and more
   • Carta CRM — search, create, and update investors, companies, contacts, deals, notes, and fundraisings, enrich records from websites, and more

Step 2: (Optional) Setup directly in Claude Code CLI

If you use Claude Code (the CLI tool), you can access the same Carta data via the Carta connector. This is optional — the plugins already include connector setup.

Add the Carta connector to Claude Code:

claude mcp add --transport http carta https://mcp.app.carta.com/mcp

Then use the /plugin command to install the Carta plugins:

/plugin marketplace add carta/plugins
/plugin install carta-cap-table
/plugin install carta-investors
/plugin install carta-crm

After installing, reload your plugins:

/reload-plugins

You'll be prompted to authenticate with Carta on first use (same OAuth flow as Claude Desktop).

Carta CRM note: The Carta CRM plugin uses API key authentication instead of OAuth. Contact [email protected] to get your API key first, then set it in your environment before installing:

Bash

export LISTALPHA_API_KEY="your-api-key-here"

Step 3: (Optional) Use Carta with Other Compatible Clients

If you use Claude.ai or another compatible client, you can connect the Carta connector directly. Configure your client with:

Server: Carta
URL: https://mcp.app.carta.com/mcp
Transport: HTTP

Then authenticate when prompted.

After Installation

Once the plugins are installed and you've logged in, try asking Claude:

Cap Table Questions:

• "When does our 409A expire? Are we at risk?"
• "Model a 3% option pool increase before our Series B. How much does that dilute existing holders?"
• "Scan all my companies for red flags: expiring 409As, low option pools, SAFEs approaching maturity, large unconverted exposure"
• "We've received an inbound acquisition interest at approximately $200M. Pull together everything buyer's counsel will ask for on the equity side"

Investors Questions:

• "Generate an Excel report showing the latest quarter's NAV and TVPI for all funds?"
• "Generate fundraising materials based on our latest Fund III metrics and top investments"
• "How much did we spend on legal expenses in Q3 25?"
• "Download a tearsheet for [company]"
• "Which companies had a spike in revenue greater than 30% in from Q3 to Q4 2025?"

CRM Questions:

• "Add Sequoia Capital to the CRM as an investor"
• "Research Stripe and add them as a company"
• "Create a deal for Acme Corp and move it to due diligence"
• "Show me all deals in the term sheet stage"
• "Get the portfolio companies from a16z.com and add any new ones to the CRM"

Claude will use its available skills to answer these questions by querying Carta data.

Troubleshooting

Plugins aren't appearing in Claude

Claude Desktop:

• Make sure you've restarted Claude Desktop after installation
• Check Customize → Personal Plugins — the installed plugins should list under "Installed Plugins"
• Verify the marketplace was added correctly in Marketplaces

Claude Code:

• Verify the marketplace was added: claude plugin marketplace list
• Verify the plugins were installed: claude plugin list
• Try reloading: /reload-plugins

Authentication failed

• Make sure you're logging in with your Carta account
• Verify that your Carta user has access to the data you're querying
• For Investors data: confirm with your Carta admin that your firm has data sharing enabled
• For Carta CRM: verify the LISTALPHA_API_KEY environment variable is set correctly (contact [email protected] if you don't have a key)

Can't add the connector (permission error)

Depending on your organization's Claude settings, you may not have permission to add custom connectors as an individual user. If you're unable to install the Carta connector, ask your Claude admin to install it for your entire organization. They can follow the same setup steps on this page and enable the connector for your full team using these connector admin instructions.

Claude says "no tools found" or tools aren't working

• Claude Desktop: Restart Claude Desktop to re-register the plugins
• Claude Code: Run /reload-plugins to re-register the connector
• Check that you've completed the OAuth login flow (a browser window should have opened on first use)

Data Security & Privacy

When you use Carta plugins with Claude:

• Your Carta login authenticates all requests — Claude uses OAuth to verify your identity with Carta
• Data access is scoped — Claude can only access Carta data your account already has permission to view
• All communication is encrypted — All data is encrypted in transit via HTTPS/TLS
• Financial data handling — When using Carta plugins with Claude, your financial data flows through Claude (an Anthropic product). Review Anthropic's privacy policy and Carta's privacy policy for detailed information on data handling, storage, and retention.

What's Next

Explore the detailed guides for each plugin:

• Carta Cap Table Guide — Learn how to query cap tables, model rounds, analyze ownership, and more
• Carta Investors Guide — Learn how to query fund metrics, generate tearsheets, access regulatory data, and run custom queries
• Carta CRM Guide — Learn how to manage investors, companies, contacts, deals, and notes, and use enrichment and portfolio discovery

Support