# How to connect Carta to Claude

```json
{
  "title": "How to connect Carta to Claude",
  "toolkit": "Carta",
  "toolkit_slug": "carta",
  "framework": "Claude Cowork",
  "framework_slug": "claude-cowork",
  "url": "https://composio.dev/toolkits/carta/framework/claude-cowork",
  "markdown_url": "https://composio.dev/toolkits/carta/framework/claude-cowork.md",
  "updated_at": "2026-11-12T05:32:22.818Z"
}
```

## Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.
This guide walks you through the easiest and most secure way to connect your Carta account to Claude via Composio Connect, enabling it to review Carta cap table ownership changes, list outstanding equity grants by employee, summarize fund performance for this quarter, and more such actions on your behalf without compromising your account security.
Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

## Also integrate Carta with

- [ChatGPT](https://composio.dev/toolkits/carta/framework/chatgpt)
- [Hermes](https://composio.dev/toolkits/carta/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/carta/framework/atomic-agent)

## Connect Carta to Claude Cowork

### Connecting Carta to Claude Web, Desktop, and Cowork
Two ways to add the Composio connector. Pick whichever you prefer.
### 1. Add with one click
Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.
[Add to Claude](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Composio&connectorUrl=https%3A%2F%2Fconnect.composio.dev%2Fmcp)
### Add manually
In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.
Click Add custom connector and paste in the Composio MCP server URL:

```bash
https://connect.composio.dev/mcp
```

## What is the Carta MCP server, and what's possible with it?

The Carta MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Carta account. It provides structured and secure access to your equity, capitalization, compensation, portfolio, and fund administration data, so your agent can retrieve cap tables, review equity positions, manage grants and transactions, and handle investor operations on your behalf.
- Cap table and equity visibility: Have your agent retrieve issuer and investor capitalization tables, stakeholder equity summaries, certificates, option grants, restricted stock awards, restricted stock units, convertible notes, and stock split changes.
- Equity grant and transaction management: Direct your agent to create or review draft option grants, create and finalize secondary transactions, and retrieve issuer stakeholders and related equity records.
- Compensation benchmarking: Let the agent retrieve valid compensation benchmark attributes and list compensation benchmarks for your corporation's Carta Total Compensation plan.
- Fund administration tasks: Instruct your agent to create, adjust, and review investor capital calls, record management fees and carried interest allocations, and retrieve saved waterfall results.
- Portfolio investment records: Have your agent retrieve portfolio holdings, fair market values, investment documents, and portfolio-level certificates, notes, grants, and equity awards.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `CARTA_ADJUST_INVESTOR_CAPITAL_CALL` | Adjust Investor Capital Call | Changes a capital call's total amount and reallocates it across interests while retaining the capital call ID. |
| `CARTA_CREATE_DRAFT_ISSUER` | Create Draft Issuer | Create a draft version of an issuer in Carta Launch. |
| `CARTA_CREATE_INVESTOR_CAPITAL_CALL` | Create Investor Capital Call | Create a capital call and allocate its fund-level amount across selected interests, or every interest when interest_ids is empty. By default, the call remains a draft. Warning: post_as_draft=false releases it to limited partners and posts its journal. |
| `CARTA_CREATE_INVESTOR_CARRIED_INTEREST_ALLOCATION` | Create Investor Carried Interest Allocation | Books externally calculated carried-interest changes as a manual allocation. The deltas must net to zero; no journal is posted. |
| `CARTA_CREATE_INVESTOR_MANAGEMENT_FEE` | Create Investor Management Fee | Book an externally calculated limited-partner management fee and post its journal. Per-interest amounts must sum exactly to the total amount. |
| `CARTA_CREATE_ISSUER_DRAFT_OPTION_GRANT` | Create Issuer Draft Option Grant | Create a draft option grant in an issuer's draft option grant set. |
| `CARTA_CREATE_ISSUER_SECONDARY_TRANSACTION` | Create Issuer Secondary Transaction | Create a secondary transaction on an issuer's capitalization table with the supplied external reference, right-of-first-refusal decision, buyer, price, and securities. Carta assigns its identifier, state, settlement fields, and finalization time. |
| `CARTA_DOWNLOAD_PORTFOLIO_FUND_INVESTMENT_DOCUMENT` | Download Portfolio Fund Investment Document | Download a portfolio fund investment document from Carta's temporary URL and return it as a stored file reference with its metadata and expiration. |
| `CARTA_FINALIZE_ISSUER_SECONDARY_TRANSACTION` | Finalize Issuer Secondary Transaction | Irreversibly finalize an existing issuer secondary transaction for settlement. |
| `CARTA_GET_COMPENSATION_BENCHMARK_ATTRIBUTES` | Get Compensation Benchmark Attributes | Retrieve valid compensation benchmark attributes for a corporation's Carta Total Compensation plan. |
| `CARTA_GET_CURRENT_USER` | Get Current User | Retrieve the Carta user associated with the access token that authorized the request. |
| `CARTA_GET_DRAFT_ISSUER` | Get Draft Issuer | Retrieve a draft issuer from Carta Launch by identifier. |
| `CARTA_GET_INVESTOR_CAPITAL_CALL` | Get Investor Capital Call | Retrieves a capital call, including its status and allocation across the fund's interests. |
| `CARTA_GET_INVESTOR_CAPITALIZATION_TABLE` | Get Investor Capitalization Table | Retrieve one capitalization table for a company investment within a specified investor firm and fund, optionally as of a date. |
| `CARTA_GET_INVESTOR_MANAGEMENT_FEE` | Get Investor Management Fee | Retrieves a management fee booked through Create Investor Management Fee, including the current state of its journal. |
| `CARTA_GET_INVESTOR_STAKEHOLDER_CAPITALIZATION_TABLE` | Get Investor Stakeholder Capitalization Table | Retrieve one page of stakeholder-group capitalization data for a company investment within a specified investor firm and fund, optionally as of a date. |
| `CARTA_GET_INVESTOR_WATERFALL_RESULT` | Get Investor Waterfall Result | Retrieve one saved waterfall result for a Carta investment firm by result ID. This beta endpoint requires access from a Carta representative. |
| `CARTA_GET_ISSUER` | Get Issuer | Retrieve one issuer accessible to the connected account by issuer ID. |
| `CARTA_GET_ISSUER_CAPITALIZATION_TABLE` | Get Issuer Capitalization Table | Retrieve an issuer's capitalization table by share class. |
| `CARTA_GET_ISSUER_CERTIFICATE` | Get Issuer Certificate | Retrieve one certificate belonging to the specified issuer by certificate ID. |
| `CARTA_GET_ISSUER_CONVERTIBLE_NOTE` | Get Issuer Convertible Note | Retrieve one convertible note belonging to the specified issuer by note ID. |
| `CARTA_GET_ISSUER_DRAFT_OPTION_GRANT` | Get Issuer Draft Option Grant | Retrieve a draft option grant from an issuer's draft option grant set. |
| `CARTA_GET_ISSUER_OPTION_GRANT` | Get Issuer Option Grant | Retrieve one option grant issued by the specified issuer by grant ID. |
| `CARTA_GET_ISSUER_RESTRICTED_STOCK_AWARD` | Get Issuer Restricted Stock Award | Retrieve one restricted stock award issued by the specified issuer by award ID. |
| `CARTA_GET_ISSUER_RESTRICTED_STOCK_UNIT` | Get Issuer Restricted Stock Unit | Retrieve one restricted stock unit issued by the specified issuer by unit ID. |
| `CARTA_GET_ISSUER_SECONDARY_TRANSACTION` | Get Issuer Secondary Transaction | Retrieve a secondary transaction from an issuer's capitalization table. |
| `CARTA_GET_ISSUER_STAKEHOLDER` | Get Issuer Stakeholder | Retrieve one stakeholder belonging to the specified issuer by stakeholder ID. |
| `CARTA_GET_ISSUER_STAKEHOLDER_CAPITALIZATION_TABLE` | Get Issuer Stakeholder Capitalization Table | Retrieve one page of an issuer's capitalization table grouped by stakeholder, optionally as of a date. |
| `CARTA_GET_ISSUER_STAKEHOLDER_EQUITY_SUMMARY` | Get Issuer Stakeholder Equity Summary | Retrieves a summary of a stakeholder's equity positions — certificates, option grants (ISO and NSO), restricted stock awards, and restricted stock units — at a given issuer. |
| `CARTA_GET_ISSUER_STOCK_SPLIT_ASSET_CHANGES` | Get Issuer Stock Split Asset Changes | For a set of securities and a reference time, report stock-split-driven changes. Store the returned `asOf` timestamp and send it back as `since` on the next request. |
| `CARTA_GET_OPEN_CAP_TABLE` | Get Open Cap Table | Get the processing record for a previously uploaded OCF package. |
| `CARTA_GET_PORTFOLIO` | Get Portfolio | Retrieve a shareholder portfolio by identifier. |
| `CARTA_GET_PORTFOLIO_ISSUER_CERTIFICATE` | Get Portfolio Issuer Certificate | Retrieve one certificate for the specified issuer within the specified portfolio by certificate ID. |
| `CARTA_GET_PORTFOLIO_ISSUER_CONVERTIBLE_NOTE` | Get Portfolio Issuer Convertible Note | Retrieve one convertible note for the specified issuer within the specified portfolio by note ID. |
| `CARTA_GET_PORTFOLIO_ISSUER_FAIR_MARKET_VALUE` | Get Portfolio Issuer Fair Market Value | Retrieve the current fair market value of an issuer in a portfolio. |
| `CARTA_GET_PORTFOLIO_ISSUER_OPTION_GRANT` | Get Portfolio Issuer Option Grant | Retrieve one option grant for the specified issuer within the specified portfolio by grant ID. |
| `CARTA_GET_PORTFOLIO_ISSUER_RESTRICTED_STOCK_AWARD` | Get Portfolio Issuer Restricted Stock Award | Retrieve one restricted stock award for the specified issuer within the specified portfolio by award ID. |
| `CARTA_GET_PORTFOLIO_ISSUER_RESTRICTED_STOCK_UNIT` | Get Portfolio Issuer Restricted Stock Unit | Retrieve one restricted stock unit for the specified issuer within the specified portfolio by unit ID. |
| `CARTA_LIST_COMPENSATION_BENCHMARKS` | List Compensation Benchmarks | Retrieve one page of compensation benchmarks for a corporation's Carta Total Compensation plan. |
| `CARTA_LIST_CORPORATIONS` | List Corporations | Retrieve one page of corporations that the connected Carta user can access. |
| `CARTA_LIST_INVESTOR_CAPITALIZATION_TABLES` | List Investor Capitalization Tables | Retrieves the capitalization tables for a given firm, fund, and investment company. |
| `CARTA_LIST_INVESTOR_CASH_BALANCES` | List Investor Cash Balances | Retrieves one page of cash balances for a firm and fund. Pass '-' as fund_id to retrieve balances across all funds in the firm. |
| `CARTA_LIST_INVESTOR_CERTIFICATES` | List Investor Certificates | Retrieve certificates issued by an investment company to a fund within a firm. |
| `CARTA_LIST_INVESTOR_CONVERTIBLE_NOTES` | List Investor Convertible Notes | Retrieve convertible notes and SAFEs issued by an investment company to a fund within a firm. |
| `CARTA_LIST_INVESTOR_FIRM_PERFORMANCE_METRICS` | List Investor Firm Performance Metrics | Retrieve one page of performance metrics aggregated across selected funds in a Carta firm. |
| `CARTA_LIST_INVESTOR_FIRMS` | List Investor Firms | Retrieve one page of investment firms available to the connected Carta account. |
| `CARTA_LIST_INVESTOR_FUND_INTERESTS` | List Investor Fund Interests | Retrieves one page of partner interests in a fund. An interest id is distinct from partnerId and is used by management-fee and carried-interest actions. |
| `CARTA_LIST_INVESTOR_FUND_PERFORMANCE_METRICS` | List Investor Fund Performance Metrics | Retrieve one page of Carta fund performance metrics, optionally grouped by fund, partner type, or partner. |
| `CARTA_LIST_INVESTOR_FUNDS` | List Investor Funds | Retrieve one page of investment funds belonging to a Carta investment firm. |
| `CARTA_LIST_INVESTOR_INVESTMENTS` | List Investor Investments | Retrieve one page of portfolio-company investments held by a Carta fund. |
| `CARTA_LIST_INVESTOR_PARTNER_CONTACTS` | List Investor Partner Contacts | Retrieve one page of contacts associated with partners across a Carta firm's funds. |
| `CARTA_LIST_INVESTOR_PARTNERS` | List Investor Partners | Retrieve one page of LPs, GPs, and other partners across a Carta firm's funds. |
| `CARTA_LIST_INVESTOR_WARRANTS` | List Investor Warrants | Retrieve investment warrants issued by an investment company to a fund within a firm. |
| `CARTA_LIST_INVESTOR_WATERFALL_HOLDINGS` | List Investor Waterfall Holdings | List feeder-fund holdings from saved waterfall results, including value, ownership, invested capital, and MOIC. This beta endpoint requires access from a Carta representative. |
| `CARTA_LIST_INVESTOR_WATERFALL_RESULTS` | List Investor Waterfall Results | List a firm's saved waterfall-modeling results, newest waterfall date first; unsaved runs and finalized portfolio valuations are excluded. This beta endpoint requires access from a Carta representative. |
| `CARTA_LIST_INVESTOR_WATERFALL_TARGETS` | List Investor Waterfall Targets | List deal structures and companies a Carta investment firm can run waterfalls on, including each target's stable ID and feeder funds. This beta endpoint requires access from a Carta representative. |
| `CARTA_LIST_ISSUER_CERTIFICATES` | List Issuer Certificates | List one page of certificates belonging to the specified issuer, optionally filtered by last-modified time range. |
| `CARTA_LIST_ISSUER_CONVERTIBLE_NOTES` | List Issuer Convertible Notes | List one page of convertible notes belonging to the specified issuer. |
| `CARTA_LIST_ISSUER_FAIR_MARKET_VALUES` | List Issuer Fair Market Values | Retrieve the fair market values of an issuer, which are the values of the issuer's securities as determined by the issuer's 409a valuations. |
| `CARTA_LIST_ISSUER_INTERESTS` | List Issuer Interests | List one page of interests issued by the specified issuer, optionally as of a date. |
| `CARTA_LIST_ISSUER_OPTION_EXERCISES` | List Issuer Option Exercises | Retrieve one page of option exercises issued by an issuer. |
| `CARTA_LIST_ISSUER_OPTION_GRANTS` | List Issuer Option Grants | List one page of option grants issued by the specified issuer, optionally filtered by last-modified time range. |
| `CARTA_LIST_ISSUER_POINTS_OF_CONTACT` | List Issuer Points Of Contact | List the specified issuer's points of contact in a single response. |
| `CARTA_LIST_ISSUER_RESTRICTED_STOCK_AWARDS` | List Issuer Restricted Stock Awards | List one page of restricted stock awards issued by the specified issuer, optionally filtered by last-modified time range. |
| `CARTA_LIST_ISSUER_RESTRICTED_STOCK_UNITS` | List Issuer Restricted Stock Units | List one page of restricted stock units issued by the specified issuer, optionally filtered by last-modified time range. |
| `CARTA_LIST_ISSUERS` | List Issuers | List one page of issuers accessible to the connected account. |
| `CARTA_LIST_ISSUER_SHARE_CLASSES` | List Issuer Share Classes | List one page of share classes issued by the specified issuer, optionally as of a date. |
| `CARTA_LIST_ISSUER_STAKEHOLDERS` | List Issuer Stakeholders | List one page of stakeholders belonging to the specified issuer. |
| `CARTA_LIST_ISSUER_TRANSACTIONS` | List Issuer Transactions | List one page of transaction history for the specified issuer's securities, filtered by the required security type. |
| `CARTA_LIST_ISSUER_VESTING_SCHEDULE_TEMPLATES` | List Issuer Vesting Schedule Templates | List one page of vesting schedule templates belonging to the specified issuer. |
| `CARTA_LIST_PORTFOLIO_FUND_INVESTMENT_DOCUMENTS` | List Portfolio Fund Investment Documents | Retrieve one page of fund investment documents for a portfolio. |
| `CARTA_LIST_PORTFOLIO_ISSUER_CERTIFICATES` | List Portfolio Issuer Certificates | List one page of certificates for the specified issuer within the specified portfolio, optionally filtered by last-modified time range. |
| `CARTA_LIST_PORTFOLIO_ISSUER_CONVERTIBLE_NOTES` | List Portfolio Issuer Convertible Notes | List one page of convertible notes for the specified issuer within the specified portfolio. |
| `CARTA_LIST_PORTFOLIO_ISSUER_OPTION_GRANTS` | List Portfolio Issuer Option Grants | List one page of option grants for the specified issuer within the specified portfolio, optionally filtered by last-modified time range. |
| `CARTA_LIST_PORTFOLIO_ISSUER_RESTRICTED_STOCK_AWARDS` | List Portfolio Issuer Restricted Stock Awards | List one page of restricted stock awards for the specified issuer within the specified portfolio, optionally filtered by last-modified time range. |
| `CARTA_LIST_PORTFOLIO_ISSUER_RESTRICTED_STOCK_UNITS` | List Portfolio Issuer Restricted Stock Units | List one page of restricted stock units for the specified issuer within the specified portfolio, optionally filtered by last-modified time range. |
| `CARTA_LIST_PORTFOLIO_ISSUERS` | List Portfolio Issuers | Retrieve one page of issuers in a shareholder portfolio. |
| `CARTA_LIST_PORTFOLIO_ISSUER_SECURITY_TRANSACTIONS` | List Portfolio Issuer Security Transactions | List one page of security transactions for the specified issuer within the specified portfolio. |
| `CARTA_LIST_PORTFOLIOS` | List Portfolios | Retrieve one page of shareholder portfolios. |
| `CARTA_UPDATE_ISSUER_MONEY_MOVEMENT` | Update Issuer Money Movement | Update money movement information for an issuer option exercise. |
| `CARTA_UPDATE_ISSUER_TAX_WITHHOLDING` | Update Issuer Tax Withholding | Update tax withholding information for an issuer option exercise. |
| `CARTA_UPLOAD_FILE` | Upload File | Synchronously upload a generic file to Carta as a base64-encoded JSON payload. |
| `CARTA_UPLOAD_OPEN_CAP_TABLE` | Upload Open Cap Table | Upload an Open Cap Table Format package in binary form for Carta to process. |

## Supported Triggers

None listed.

## Troubleshooting

### 1. Why does Claude not use the Composio connector for Carta?

The connector can show as connected, but Claude must use it in each Carta conversation.
- Click + at the lower left of the chat, or type /.
- Hover Connectors.
- Turn on Composio.
- Ask Claude to connect to Carta again.

### 2. Why does Claude show an MCP server error before Carta connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Carta.
- Check that the connector URL is https://connect.composio.dev/mcp.
- Connectors run from Anthropic's cloud, so your device network is usually not the problem.
- Add the connector again from Customize > Connectors, then ask Claude to connect Carta.
- If it fails again, send the error and the ofid_ reference id to support@composio.dev.

### 3. Why does the Carta authorization link not work?

The Composio connector is one server. Your Carta account connects separately when Claude asks for it.
- If the browser does not open, or the link expires, ask Claude to retry the Carta connection.
- Composio creates a fresh Carta authorization link.
- Open that link in your browser and finish the Carta sign-in.

### 4. Why do Carta actions fail after they worked before?

The Carta connection can expire or lose permission.
- Ask Claude to inspect the Carta connection.
- If the connection is unhealthy, disconnect it when Claude prompts you.
- Reconnect the Carta account and retry the action.
- If Claude shows a permission prompt, approve it before Claude changes data in Carta.
- If the action still fails with a permission error, check that the connected account has that permission in Carta itself.

### 5. How do I switch to a different Carta account?

Claude can manage the Carta connection for you.
- Ask Claude to disconnect or delete the current Carta account.
- Ask Claude to connect Carta again.
- Open the new Composio authorization link for Carta.
- Sign in with the other Carta account in the browser.
- After the account connects, ask Claude to retry the Carta task.

### 6. Why is my Carta connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Carta connection works in Claude Web, Desktop, and Cowork.
- In Claude Desktop, open Customize > Connectors.
- Next to Composio, click ⋮ and click Clear cache.
- If Carta tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
- On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Carta.

## Creating MCP Server - Stand-alone vs Composio SDK

The Carta MCP server connects Claude Web, Desktop, and Cowork to your Carta account through Composio. Once connected, Claude can use the available Carta tools and triggers to complete tasks on your behalf.

## Complete Code

None listed.

## How to build Carta MCP Agent with another framework

- [ChatGPT](https://composio.dev/toolkits/carta/framework/chatgpt)
- [Hermes](https://composio.dev/toolkits/carta/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/carta/framework/atomic-agent)

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## Frequently Asked Questions

### What are the differences in Tool Router MCP and Carta MCP?

With a standalone Carta MCP server, the agents and LLMs can only access a fixed set of Carta tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Carta and many other apps based on the task at hand, all through a single MCP endpoint.

### Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Carta tools.

### Can I manage the permissions and scopes for Carta while using Tool Router?

Yes, absolutely. You can configure which Carta scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

### How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Carta data and credentials are handled as safely as possible.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)