Carta MCP connector

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Authorize and make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'cartamcp'
   const identifier = 'user_123'
   
   // Generate an authorization link for the user
   const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
   console.log('Authorize Carta MCP:', link)
   process.stdout.write('Press Enter after authorizing...')
   await new Promise(r => process.stdin.once('data', r))
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'cartamcp_get_current_user',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "cartamcp"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Carta MCP:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="cartamcp_get_current_user",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• Welcome records — Get a welcome message and orientation guide from Carta MCP
• Static view — Render an interactive Carta view backed by server-bundled HTML
• Remote view — Render an interactive Carta view backed by a Module Federation remote
• Context set — Switch the active firm so subsequent queries use that firm data
• Mutate records — Execute a write command (POST, PATCH, PUT, DELETE) against Carta
• List contexts, accounts — List the firms you have access to in Carta Fund Admin

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

cartamcp_cap_table_chart#Show a visual cap table summary with ownership breakdown by share class.3 params▾

Show a visual cap table summary with ownership breakdown by share class.

NameTypeRequiredDescription

corporation_idstringrequiredCarta corporation ID of the company.

as_of_datestringoptionalDate to use for the cap table snapshot in YYYY-MM-DD format.

company_namestringoptionalName of the company to look up.

cartamcp_discover#List available Carta commands or views across all domains.3 params▾

List available Carta commands or views across all domains.

NameTypeRequiredDescription

domainstringoptionalCarta domain to filter commands by (e.g. equity, fund).

scopestringoptionalScope to filter commands by: read, write, or view.

searchstringoptionalSearch term to filter results by name or description.

cartamcp_fetch#Execute a named read command against Carta.2 params▾

Execute a named read command against Carta.

NameTypeRequiredDescription

commandstringrequiredFully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands.

paramsstringoptionalParameters dict (e.g. {"corporation_id": 123}). Pass "raw": true to skip formatting and get the full API response. Not honored on every command — check the command's `help` for whether `raw` is supported.

cartamcp_get_current_user#Get the currently authenticated Carta user profile.0 params▾

Get the currently authenticated Carta user profile.

cartamcp_list_accounts#List all companies and organizations the current user has access to.1 param▾

List all companies and organizations the current user has access to.

NameTypeRequiredDescription

searchstringoptionalSearch term to filter results by name or description.

cartamcp_list_contexts#List the firms you have access to in Carta Fund Admin.3 params▾

List the firms you have access to in Carta Fund Admin.

NameTypeRequiredDescription

firm_idstringoptionalCarta firm ID to switch context to.

firm_namestringoptionalName of the firm to filter by.

firm_uuidstringoptionalUUID of the firm to filter by.

cartamcp_mutate#Execute a write command (POST, PATCH, PUT, DELETE) against Carta.2 params▾

Execute a write command (POST, PATCH, PUT, DELETE) against Carta.

NameTypeRequiredDescription

commandstringrequiredFully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands.

paramsstringoptionalParameters dict (e.g. {"ownerId": 123, "ownerKind": "FIRM", ...}).

cartamcp_set_context#Switch the active firm so subsequent queries use that firm data.1 param▾

Switch the active firm so subsequent queries use that firm data.

NameTypeRequiredDescription

firm_idstringrequiredCarta firm ID to switch context to.

cartamcp_view_remote#Render an interactive Carta view backed by a Module Federation remote.2 params▾

Render an interactive Carta view backed by a Module Federation remote.

NameTypeRequiredDescription

namestringrequiredName of the view to render. Use Discover with scope=view to see available views.

paramsstringoptionalParameters dict (e.g. {"corporation_id": 123}).

cartamcp_view_static#Render an interactive Carta view backed by server-bundled HTML.2 params▾

Render an interactive Carta view backed by server-bundled HTML.

NameTypeRequiredDescription

namestringrequiredName of the view to render. Use Discover with scope=view to see available views.

paramsstringoptionalParameters dict passed to the view as ``window.mcpViewArgs``.

cartamcp_welcome#Get a welcome message and orientation guide from Carta MCP.0 params▾

Get a welcome message and orientation guide from Carta MCP.