Carta MCP

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Authorize and make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'cartamcp'
   const identifier = 'user_123'
   
   // Generate an authorization link for the user
   const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
   console.log('Authorize Carta MCP:', link)
   process.stdout.write('Press Enter after authorizing...')
   await new Promise(r => process.stdin.once('data', r))
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'cartamcp_get_current_user',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "cartamcp"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Carta MCP:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="cartamcp_get_current_user",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• Event track ui — Record a UI event (click, view, or other interaction) from a Carta MCP interface so it shows up in analytics
• Checkpoint skill — Record a named execution milestone for a running skill (explicit invocation only)
• Search tools — Search for Carta MCP tools using a natural language query
• Permissions request — Generate an authorization link to grant Carta MCP access to your account
• Read resource — Read a Carta MCP resource by its URI
• List resources, contexts, accounts — List all available Carta MCP resources and resource templates

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

cartamcp_call_tool#Call a Carta MCP tool by name with the given arguments.2 params▾

Call a Carta MCP tool by name with the given arguments.

NameTypeRequiredDescription

namestringrequiredName of the tool to call, as returned by Search Tools (use __ instead of : as a separator).

argumentsstringoptionalArguments to pass to the tool (dict or JSON string).

cartamcp_cap_table_chart#Show a visual cap table summary with ownership breakdown by share class.3 params▾

Show a visual cap table summary with ownership breakdown by share class.

NameTypeRequiredDescription

corporation_idstringrequiredCarta corporation ID of the company.

as_of_datestringoptionalDate to use for the cap table snapshot in YYYY-MM-DD format.

company_namestringoptionalName of the company to look up.

cartamcp_discover#List available Carta commands or views across all domains.3 params▾

List available Carta commands or views across all domains.

NameTypeRequiredDescription

domainstringoptionalCarta domain to filter commands by (e.g. equity, fund).

scopestringoptionalScope to filter commands by: read, write, or view.

searchstringoptionalSearch term to filter results by name or description.

cartamcp_fetch#Execute a named read command against Carta.2 params▾

Execute a named read command against Carta.

NameTypeRequiredDescription

commandstringrequiredFully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands.

paramsstringoptionalParameters dict (e.g. {"corporation_id": 123}). Pass "raw": true to skip formatting and get the full API response. Not honored on every command — check the command's `help` for whether `raw` is supported.

cartamcp_get_current_user#Get the currently authenticated Carta user profile.0 params▾

Get the currently authenticated Carta user profile.

cartamcp_list_accounts#List all companies and organizations the current user has access to.2 params▾

List all companies and organizations the current user has access to.

NameTypeRequiredDescription

detailstringoptional"summary" (default) returns up to the first 10 accounts, plus a total count when there are more. Pass "full" to force the complete list.

searchstringoptionalSearch term to filter results by name or description.

cartamcp_list_contexts#List the firms you have access to in Carta Fund Admin.3 params▾

List the firms you have access to in Carta Fund Admin.

NameTypeRequiredDescription

firm_idstringoptionalCarta firm ID to switch context to.

firm_namestringoptionalName of the firm to filter by.

firm_uuidstringoptionalUUID of the firm to filter by.

cartamcp_list_resources#List all available Carta MCP resources and resource templates.0 params▾

List all available Carta MCP resources and resource templates.

cartamcp_mutate#Execute a write command (POST, PATCH, PUT, DELETE) against Carta.2 params▾

Execute a write command (POST, PATCH, PUT, DELETE) against Carta.

NameTypeRequiredDescription

commandstringrequiredFully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands.

paramsstringoptionalParameters dict (e.g. {"ownerId": 123, "ownerKind": "FIRM", ...}).

cartamcp_read_resource#Read a Carta MCP resource by its URI.1 param▾

Read a Carta MCP resource by its URI.

NameTypeRequiredDescription

uristringrequiredURI of the resource to read. For templated resources, fill in the template parameters.

cartamcp_request_permissions#Generate an authorization link to grant Carta MCP access to your account.0 params▾

Generate an authorization link to grant Carta MCP access to your account.

cartamcp_search_tools#Search for Carta MCP tools using a natural language query.1 param▾

Search for Carta MCP tools using a natural language query.

NameTypeRequiredDescription

querystringrequiredNatural language query describing the tool you're looking for.

cartamcp_set_context#Switch the active firm so subsequent queries use that firm data.1 param▾

Switch the active firm so subsequent queries use that firm data.

NameTypeRequiredDescription

firm_idstringrequiredCarta firm ID to switch context to.

cartamcp_skill_checkpoint#Record a named execution milestone for a running skill (explicit invocation only).3 params▾

Record a named execution milestone for a running skill (explicit invocation only).

NameTypeRequiredDescription

checkpoint_labelstringrequiredMilestone label, e.g. "skill_started" or "skill_finished" for the first/last checkpoint, or a custom snake_case label.

skill_namestringrequiredFull skill identifier being checkpointed.

notesstringoptionalOptional free-text context, e.g. an error summary or a counted quantity.

cartamcp_track_ui_event#Record a UI event (click, view, or other interaction) from a Carta MCP interface so it shows up in analytics.3 params▾

Record a UI event (click, view, or other interaction) from a Carta MCP interface so it shows up in analytics.

NameTypeRequiredDescription

contextsarrayrequiredList of small dicts giving extra context for the event. Must include one entry describing which interface sent the event, shaped as {"schema": "iglu:com.carta/mcp_interface/jsonschema/1-0-0", "data": {"interfaceType": ..., "interfaceId": ...}}, where interfaceType is one of "mcp_app", "micro_app", or "artifact".

eventstringrequiredThe event to record, as a small dict shaped like {"schema": ..., "data": ...}. Passed through exactly as given.

user_idstringoptionalOptional fallback identity for the event. The server automatically attaches the verified, logged-in user's identity when it can determine one, and that always wins over this value.

cartamcp_view_remote#Render an interactive Carta view backed by a Module Federation remote.2 params▾

Render an interactive Carta view backed by a Module Federation remote.

NameTypeRequiredDescription

namestringrequiredName of the view to render. Use Discover with scope=view to see available views.

paramsstringoptionalParameters dict (e.g. {"corporation_id": 123}).

cartamcp_view_static#Render an interactive Carta view backed by server-bundled HTML.2 params▾

Render an interactive Carta view backed by server-bundled HTML.

NameTypeRequiredDescription

namestringrequiredName of the view to render. Use Discover with scope=view to see available views.

paramsstringoptionalParameters dict passed to the view as ``window.mcpViewArgs``.

cartamcp_welcome#Get a welcome message and orientation guide from Carta MCP.1 param▾

Get a welcome message and orientation guide from Carta MCP.

NameTypeRequiredDescription

rolestringoptionalOptional role to filter quick-start suggestions by (e.g. CFO, fund accountant, deal team, IR, compliance officer, general partner, fundraising lead). Leave empty to show all.