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 CartaWhat it can do
Sign in once23 actionsFinance

$ YOUR NEXT RUN

Claude CodeCodexCursorAny 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.AIDownload brief

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.

ActionWhat it does
# carta_create_holdingCreate a holding (grant/issuance)
# carta_create_instrumentCreate a new equity instrument
# carta_create_stakeholderCreate a new stakeholder
# carta_create_valuationCreate a valuation
# carta_delete_holdingDelete (cancel) a holding WRITE action
# carta_get_cap_tableGet current cap table snapshot
# carta_get_documentGet one document
# carta_get_fundroundGet one fundraising round
# carta_get_holdingGet one holding
# carta_get_instrumentGet one instrument
# carta_get_stakeholderGet one stakeholder
# carta_get_valuationGet one valuation
Show all 23 actions
ActionWhat it does
# carta_list_audit_logsList audit logs (changes to cap table, documents, etc.)
# carta_list_documentsList documents (agreements, cap table, etc.)
# carta_list_fundraundsList fundraising rounds
# carta_list_holdingsList equity holdings (grants, shares)
# carta_list_instrumentsList equity instruments (common, preferred, options, etc.)
# carta_list_stakeholdersList stakeholders (investors, employees, advisors)
# carta_list_transactionsList cap table transactions
# carta_list_valuationsList valuations (409A, fundraising rounds, etc.)
# carta_update_holdingUpdate a holding
# carta_update_stakeholderUpdate a stakeholder
# carta_whoamiGet 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 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 →

Go to the source

Carta in the docs →Carta connection settings →Every MCP in the catalog →Usage 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.