# Carta MCP - Tools, Setup and Examples | FlyMy.AI > Carta MCP for Claude, Cursor and Codex. Financial workflows, with 23 actions. Your account via OAuth. See setup, examples and pricing. Page: https://flymy.ai/mcp/carta/ MCP / Finance # Carta MCP: financial workflows - your account Carta cap table: stakeholders, securities, shares, valuations. Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP. [Connect Carta](https://flymy.ai/mcp/carta/#connect) [What it can do](https://flymy.ai/mcp/carta/#actions) Sign in once, 23 actions, Finance $ YOUR NEXT RUN Claude Code, Codex, Cursor, Any agent ## Use Carta MCP in your assistant Paste this prompt into Claude Code, Codex, Cursor or any agent. It reads the guide and helps you connect. ``` Read https://flymy.ai/skill.md and https://flymy.ai/mcp/carta.md. Help me connect Carta MCP to this assistant. Then help me run this task: Use Carta to create holding. Ask me for the required inputs first and show the result. ``` [Open FlyMy.AI](https://app.flymy.ai/new-agent) [Download brief](https://flymy.ai/mcp/carta.md) ## What Carta MCP can do 23 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs. | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/carta/#method-carta_create_holding) `carta_create_holding` | Create a holding (grant/issuance) | | [#](https://flymy.ai/mcp/carta/#method-carta_create_instrument) `carta_create_instrument` | Create a new equity instrument | | [#](https://flymy.ai/mcp/carta/#method-carta_create_stakeholder) `carta_create_stakeholder` | Create a new stakeholder | | [#](https://flymy.ai/mcp/carta/#method-carta_create_valuation) `carta_create_valuation` | Create a valuation | | [#](https://flymy.ai/mcp/carta/#method-carta_delete_holding) `carta_delete_holding` | Delete (cancel) a holding WRITE action | | [#](https://flymy.ai/mcp/carta/#method-carta_get_cap_table) `carta_get_cap_table` | Get current cap table snapshot | | [#](https://flymy.ai/mcp/carta/#method-carta_get_document) `carta_get_document` | Get one document | | [#](https://flymy.ai/mcp/carta/#method-carta_get_fundround) `carta_get_fundround` | Get one fundraising round | | [#](https://flymy.ai/mcp/carta/#method-carta_get_holding) `carta_get_holding` | Get one holding | | [#](https://flymy.ai/mcp/carta/#method-carta_get_instrument) `carta_get_instrument` | Get one instrument | | [#](https://flymy.ai/mcp/carta/#method-carta_get_stakeholder) `carta_get_stakeholder` | Get one stakeholder | | [#](https://flymy.ai/mcp/carta/#method-carta_get_valuation) `carta_get_valuation` | Get one valuation | **Show all 23 actions** | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/carta/#method-carta_list_audit_logs) `carta_list_audit_logs` | List audit logs (changes to cap table, documents, etc.) | | [#](https://flymy.ai/mcp/carta/#method-carta_list_documents) `carta_list_documents` | List documents (agreements, cap table, etc.) | | [#](https://flymy.ai/mcp/carta/#method-carta_list_fundraunds) `carta_list_fundraunds` | List fundraising rounds | | [#](https://flymy.ai/mcp/carta/#method-carta_list_holdings) `carta_list_holdings` | List equity holdings (grants, shares) | | [#](https://flymy.ai/mcp/carta/#method-carta_list_instruments) `carta_list_instruments` | List equity instruments (common, preferred, options, etc.) | | [#](https://flymy.ai/mcp/carta/#method-carta_list_stakeholders) `carta_list_stakeholders` | List stakeholders (investors, employees, advisors) | | [#](https://flymy.ai/mcp/carta/#method-carta_list_transactions) `carta_list_transactions` | List cap table transactions | | [#](https://flymy.ai/mcp/carta/#method-carta_list_valuations) `carta_list_valuations` | List valuations (409A, fundraising rounds, etc.) | | [#](https://flymy.ai/mcp/carta/#method-carta_update_holding) `carta_update_holding` | Update a holding | | [#](https://flymy.ai/mcp/carta/#method-carta_update_stakeholder) `carta_update_stakeholder` | Update a stakeholder | | [#](https://flymy.ai/mcp/carta/#method-carta_whoami) `carta_whoami` | Get authenticated user & firm info. | ## Ask your agent Requests to paste as they are. Each one runs on the actions named under it. **“Use Carta to create holding. Ask me for the required inputs first and show the result.”** uses `carta_create_holding` **“Use Carta to create instrument. Ask me for the required inputs first and show the result.”** uses `carta_create_instrument` **“Use Carta to create stakeholder. Ask me for the required inputs first and show the result.”** uses `carta_create_stakeholder` ## Connect Carta in a minute One MCP for every integration. Add it once, then every MCP in the catalog is a request away. 1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy. 2. 02 ### Sign in to Carta Open the Carta [connection settings](https://app.flymy.ai/mcp-configs#carta) and sign in once. Your agent then works as your account; the token stays with FlyMy.AI, never in a prompt or a chat. 3. 03 ### Ask Paste a request from this page. Every run shows what it cost. Claude Code ``` claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp ``` Then run /mcp in Claude Code and sign in. Codex ``` codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp ``` Then run codex mcp login flymy to sign in. claude.ai and Claude Desktop ``` https://mcp-agents.flymy.ai/mcp ``` Settings, Connectors, Add custom connector: paste this URL. ## Pay per run FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own Carta account, under its plan and limits. No seats and no minimum. [See usage pricing →](https://flymy.ai/pricing/) ## More Finance MCPs Payments, banking, accounting, invoices and market data. ### Brex Brex corporate cards & banking: transactions, statements, expenses, budgets, spend limits, transfers, vendors, cards, team, accounting, webhooks, travel... 104 actions / your API key Link: https://flymy.ai/mcp/brex/ ### Alpaca Stock and crypto trading platform with commission-free trading, real-time market data, and algorithmic trading capabilities 100 actions / your API key Link: https://flymy.ai/mcp/alpaca/ ### Alpha Vantage Alpha Vantage provides free APIs for real-time and historical financial data, including stock time series, technical indicators, and more 20 actions / your API key Link: https://flymy.ai/mcp/alpha-vantage/ ### Altoviz Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable... 9 actions / your API key Link: https://flymy.ai/mcp/altoviz/ ### Benzinga Benzinga provides real-time financial news and data APIs, offering comprehensive coverage of market-moving information for developers and financial... 9 actions / your API key Link: https://flymy.ai/mcp/benzinga/ ### Better Proposals Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals 22 actions / your API key Link: https://flymy.ai/mcp/better-proposals/ ## Go to the source [Carta in the docs →](https://docs.flymy.ai/mcp/carta), [Carta connection settings →](https://app.flymy.ai/mcp-configs#carta), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/) From the FlyMy.AI platform catalog of 2026-11-03: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs. --- For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.