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Connect Hermes to Carta MCP. Review carta cap table ownership changes, list outstanding equity grants by employee, and more using natural language, with authentication handled for you.
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.
Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.
This guide explains the easiest and most robust way to connect your Carta account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.
Composio Connect is a consumer offering that lets anyone plug 1,700+ applications directly into their agent harness — including Hermes. It can:
1. Install the Composio CLI
Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.
curl -fsSL https://composio.dev/install | bash
2. Authenticate
Once the CLI is installed, ask Hermes to authenticate with Composio.
3. Connect to Carta
Ask your agent to connect to Carta, or simply request any Carta-related task. Hermes will prompt you to authenticate and authorize access.
4. Done. You're all set with a new Carta connection.
1. Get your MCP URL and API Key
Go to dashboard.composio.dev and copy your Connect MCP URL and API key.
2. Open the Hermes config file
nano ~/.hermes/config.yaml3. Add the Composio Connect MCP server
mcp_servers:
composio:
url: "https://connect.composio.dev/mcp"
headers:
x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
connect_timeout: 60
timeout: 180Save with Ctrl + O, Enter, then exit with Ctrl + X.
4. Restart your Hermes agent
Once restarted, ask your agent to connect to Carta or request any Carta-related task. It will prompt you to authenticate and authorize access.
5. Done!
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.
With Carta connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.
From here, you can extend Hermes further:
If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.
Every Carta action and event your agent gets out of the box.
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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
