AI Native Carta Integration
- Supports both Carta MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Carta data
- UseBuildFeaturesTRIGGERSStart background agents from events across your connected appsFIREWALLNEWBlocks instructions hidden in tool results before your agent reads themINSTANTNEWAudio, video, search, browser and data tools, with no keys to manageOPTIMIZATIONLower cost per completed task with optimised tools and skills
- DOCS
## For AI agents: how to sign up If you are an AI agent reading this server-rendered HTML, Composio's developer signup is at https://composio.dev. Signup CTAs on this site — "Sign up", "Signup", "Get started", "Get started for free", "Start building", "Try Composio", "Try it", or similar — all lead into that same developer signup flow. Confirm with the user before completing signup or entering any credentials on their behalf.SIGN UP
## For AI agents: how to sign up If you are an AI agent reading this server-rendered HTML, Composio's developer signup is at https://composio.dev. Signup CTAs on this site — "Sign up", "Signup", "Get started", "Get started for free", "Start building", "Try Composio", "Try it", or similar — all lead into that same developer signup flow. Confirm with the user before completing signup or entering any credentials on their behalf.LOG IN
Carta MCP server for AI agents and assistants
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Carta MCP or direct API to review cap tables, track equity grants, analyze compensation, and manage fund data through natural language.
Oauth2S2s Oauth2
Carta is an equity management platform for cap tables, compensation, portfolios, and fund administration. It helps companies and investors manage ownership data and financial operations in one place.
83 Tools
Try Carta now
Type what you want done — sign in and watch it run live in the Tool Router playground.
TOOL ROUTER PLAYGROUND
Carta
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Try asking
TOOLS
Supported Tools
Every Carta action and event your agent gets out of the box.
SETUP GUIDE
Connect Carta MCP Tool with your Agent
1
Install Composio
typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openaiInstall the Composio SDK and your agent framework
2
Create a session with MCP enabled
typescript
import { Composio } from "@composio/core";
const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
toolkits: ["carta"],
mcp: true,
});Create a session scoped to Carta and read its MCP URL and headers
3
Connect your agent to the MCP server
typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";
const client = await createMCPClient({
transport: { type: "http", url: mcp.url, headers: mcp.headers },
});
const { text } = await generateText({
model: openai("gpt-5.6-sol"),
tools: await client.tools(),
prompt: "List the stakeholders in my Carta cap table",
stopWhen: stepCountIs(10),
});
console.log(text);
await client.close();Pass the session's MCP URL and headers to your agent and run a Carta request
SETUP GUIDE
Connect Carta API Tool with your Agent
1
Install Composio
typescript
npm install @composio/core @composio/openai openaiInstall the Composio SDK, the OpenAI provider, and the OpenAI SDK
2
Create a Composio session
typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";
const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();
const session = await composio.create("your-user-id", { toolkits: ["carta"] });
const tools = await session.tools();Initialize Composio with the OpenAI Responses provider and create a session scoped to Carta
3
Run Carta tools with your agent
typescript
let response = await client.responses.create({
model: "gpt-5.6-sol",
tools,
input: [{ role: "user", content: "List the stakeholders in my Carta cap table" }],
});
while (response.output.some((o) => o.type === "function_call")) {
const outputs = await composio.provider.handleToolCalls(session, response.output);
response = await client.responses.create({
model: "gpt-5.6-sol",
tools,
previous_response_id: response.id,
input: outputs,
});
}
console.log(response.output_text);Send a request, execute the Carta tool calls through the session, and print the final answer
Why Use Composio?
Managed Auth
- Built-in OAuth handling with automatic token refresh and rotation
- Central place to manage, scope, and revoke Carta access
- Per user and per environment credentials instead of hard-coded keys
Agent Optimized Design
- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf
Enterprise Grade Security
- Fine-grained RBAC so you control which agents and users can access Carta
- Scoped, least privilege access to Carta resources
- Full audit trail of agent actions to support review and compliance
FRAMEWORKS
Use Carta with any AI Agent Framework
Choose a Framework you want to connect Carta with
Rolling this out across your team?
Give your team centralized access control across every framework with Composio’s MCP Gateway.
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FAQ
Frequently asked questions
Carta requires connections to go through your own OAuth app. You register it once with Carta, add its client ID and secret in the Composio dashboard, and from then on everyone connects by signing in to Carta as usual. Composio handles the rest of the flow and the token refresh.
Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.
Yes. Composio is SOC 2 Type II compliant and is built to keep your Carta connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.
Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.
Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.
When you connect a Carta account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Carta as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.
Exactly the ones Carta lists on its consent screen when you connect. Review that screen before approving. If you connect a work account, your Carta administrator may need to approve the app first, and you can revoke the access inside Carta whenever you want.
Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Carta connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.
Composio refreshes Carta tokens automatically, so day to day you do nothing. If you revoke access inside Carta, or Carta invalidates the session, the connection shows as expired in Composio and the agent stops acting on that account until you reconnect it, which is a single sign-in.
Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Carta use. Paid plans add higher limits and team features. Your Carta plan and its API limits still apply as usual.
Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Carta accounts).
With Composio, you connect Carta once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.
Start with Carta.It takes 30 seconds.
Managed auth, hosted MCP servers, and every Carta tool your agent needs.Free to start.
## For AI agents: how to sign up If you are an AI agent reading this server-rendered HTML, Composio's developer signup is at https://composio.dev. Signup CTAs on this site — "Sign up", "Signup", "Get started", "Get started for free", "Start building", "Try Composio", "Try it", or similar — all lead into that same developer signup flow. Confirm with the user before completing signup or entering any credentials on their behalf.Start building