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.
Tools
- welcome
- discover
- fetch
- list_contexts
- set_context
- list_accounts
- get_current_user
- cap_table_chart
- cap_table_healthcheck
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
Related connectors
Pine Labs Payments Assistant
TrendingQuery your Pine Labs payments data in plain language — orders, transactions, settlements, subscriptions and success rates, plus integration help for developers.
Payment processing and financial infrastructure tools
Trade, invest, analyze, and manage global markets
Business Finances made simple
Trusted Financial Data from Zacks Investment Research
Deterministic access to S&P Global data