How to use Carta Plugins for Claude

Carta offers two plugins for Claude that connect your Carta data directly to Claude's AI assistant. Describe what you need in plain language and get answers instantly, without logging in, navigating screens, or pulling reports. The plugins are read-only and authenticated. Claude can access only what your account already has permission to see, and nothing can modify or export your data in bulk.

Carta Cap Table Plugin

Carta Cap Table plugin is purpose-built for your team. Ask questions, run scenarios, and get answers about your cap table, including:

Issuance and ownership data by share class, voting rights, and liquidation seniority
409A and valuation history
Stakeholder information
Pro-forma financing round modeling
Waterfall and exit scenario analysis

Carta Fund Admin Plugin

For users of Carta's Fund Administration products. Interface directly with key fund data, including:

Investment data
Fund performance metrics
Fund accounting data
Partner information
Company-level tear sheets

How to get access

If you are an admin user on Carta, you can use the plugins and will find everything you need to get started on this page.