Description

Access cap table and investor data directly to your AI workflow. Cap table customers can pull cap table ownership, 409A valuations, and stakeholder details. Model pro-forma rounds and analyze exit scenarios. For investors, access investment metrics, fund performance, accounting data, and company financials instantly. Ask questions, run scenarios, and uncover insights without context switching—your Carta data remains secure and integrated.

Website Preview

Screenshot of Carta website

App Screenshots

Capabilities

No special capabilities listed

AI Agent Discovery

Carta is indexed by Tedix as a structured finance listing for AI assistants, search crawlers, and users comparing agent-ready apps.

  • Carta is categorized as Finance.
  • Developer: Carta.
  • Connector type: AI-Powered App.
  • Current connector status: Login Required.
  • Observed distribution channels: claude.

Use this page to understand whether Carta is relevant for finance workflows in AI assistants.

For MCP discovery, this listing helps crawlers connect Carta to tool, resource, prompt, and server-health signals instead of treating it as a generic directory entry.

The canonical Tedix directory URL is https://tedix.dev/apps/carta/.

Crawlable Profile

Source and availability

Tedix identifies Carta from Upstream Mcp tool source; Store sources: Claude connector directory; Distribution: Ecosystem Directory.

Auth, tools, and actions

Authentication: Requires Login. No special capability flags are currently listed. Current MCP inventory reports 0 tools, 0 resources, and 0 prompts.

Verification freshness

  • Catalog synced 1d ago (June 5, 2026)
  • Connector checked May 29, 2026
  • MCP scanned May 29, 2026
  • Website enriched May 29, 2026
  • Directory updated 1d ago (June 5, 2026)

Alternatives and related apps

Comparable apps in Finance include AIS Insurance, Affirm, Aiera, Airwallex Developer.

Publisher Intelligence

Insights and recommendations for app publishers. See how your app performs and how to improve discoverability.

Server Status

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Not Responding
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Not Responding
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Not Responding

Server is not responding. Tool discovery is paused until health checks recover.

https://mcp.app.carta.com/mcp

Last checked: May 29, 2026

Technical Details
Connection Latency 389ms
Error

Authentication required

Discoverability Score

45

Low

45 of 100 — how easily AI agents find your app

  • Description quality
    20/20
  • Example prompts
    0/20
  • Keyword coverage
    0/15
  • Tool metadata
    0/20
  • Visual assets
    13/20
  • Endpoint health
    6/10
  • Data freshness
    15/15

How to Improve

Add at least 2 example prompts. Prompt examples strongly improve app matching and click-through intent.

Increase keyword coverage (discovery + trigger) to improve retrieval for long-tail queries.

MCP tools are not currently discovered. Fix endpoint/auth handshake to restore tool-level discoverability.

Add at least 2 screenshots that show real workflows to increase confidence and conversion.

Read the full discoverability guide →

Technical Details

Status
ENABLED
Type
AI-Powered App
Auth
Requires Login
Listed on
Claude Connector
Added
May 13, 2026
Last synced
1d ago
Last checked
May 29, 2026
Distribution
Ecosystem Directory

Related Apps in Finance

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