Agent Skills

Carta

Carta connects cap table, investor, fund, accounting, and company financial data to AI-assisted private-capital workflows. Its MCP connector helps assistants analyze ownership, valuations, pro-forma rounds, exit scenarios, investment metrics, and fund performance without switching systems.

Install

npx cmdssi mcp 'https://mcp.app.carta.com/mcp'
README

Carta connects cap table, investor, fund, accounting, and company financial data to AI-assisted private-capital workflows. Its MCP connector helps assistants analyze ownership, valuations, pro-forma rounds, exit scenarios, investment metrics, and fund performance without switching systems.

An eligible provider account or plan may be required for authenticated features. Consult the official setup documentation for access requirements and client compatibility.

Setup documentation

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