Agent
Discoverability

Carta

The connected ERP for private capital

View in the Claude registry
Integration details

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.

Integration type
Connector
Verification status
Verified connector
Platform
Claude
Category
Sales & CRM

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Private Capital Portfolio Operations

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Carta
Access
Account required
First tracked
2026-05-13
Tool count
9
Market
US
Agent DiscoverabilityClaude Discoverability ScoreUpdated daily

The first to track the ChatGPT, Claude, Muse, Grok & Google ecosystems, with the largest database on the core platforms. Tracked daily since .

CartaClaude Connector · Private Capital Portfolio Operations
Discoverability Score

20/100

Buried
Category rank

#5of 28

in Private Capital Portfolio Operations
Picked
19.6/100
Found
14.4/100
Positioned
82.0/100
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Category leaderboard

Private Capital Portfolio Operations

  1. 1Hanover Park48
  2. 2Addepar MCP39
  3. 3AngelList22
  4. 4Datasite20
  5. 5Carta20
See all 28 competitors

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Primary Subcategory
#5 of 28ranked by public Discoverability Score
Primary Subcategory
1Hanover Park48/100
2Addepar MCP39/100
3AngelList22/100
4Datasite20/100
5Carta20/100
Tools

9 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

Carta Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Carta's Claude Connector discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Carta alternatives on Claude?

As of 2026-11-02, Carta competes with Hanover Park, Addepar MCP, AngelList, Datasite, Google Drive, Papermark, NetDocuments, Ideals and 19 more in Claude Private Capital Portfolio Operations, ranked by public Discoverability Score.

Where does Carta rank in Private Capital Portfolio Operations on Claude?

As of 2026-11-02, Carta ranks #5 of 28 in Claude Private Capital Portfolio Operations with a Discoverability Score of 20/100 (Buried).

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.