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Connect your AI agent to your cap table.

Pick your assistant below. Each one gets the exact steps, the URL and the config file. Authentication is OAuth, so there are no API keys to manage.

✓ Under two minutes ✓ OAuth, no API keys ✓ Open standard (MCP)
Short answer

Point your assistant at https://mcp.captable.ai/mcp and sign in with OAuth. Claude, ChatGPT and Gemini take a pasted URL in their connector settings; Cursor and VS Code take an mcp.json entry; anything else bridges through mcp-remote. Setup takes under two minutes and needs no API keys.

Choose your assistant

Each one has its own setup page
Claude Claude.ai Web & mobile, custom connector Paste a URL → Claude Desktop Claude Desktop macOS & Windows app Paste a URL → ChatGPT ChatGPT Connectors, developer mode Paste a URL → Cursor Cursor One-click install or mcp.json One click → VS Code VS Code Copilot agent mode Edit a file → Gemini Gemini Gemini CLI & Code Assist Edit a file → Grok Grok Via the MCP bridge Run a command → $_ Any other client stdio bridge, CLI, CI Run a command →
Know MCP already? The endpoint is all you need. https://mcp.captable.ai/mcp
← All assistants
Claude.ai

Claude.ai

Web & mobile, custom connector

Paste a URL
1

Open connector settings

In Claude.ai go to Settings → Connectors → Add custom connector.

2

Paste the CaptableAI URL

Use the hosted MCP endpoint. Authentication is OAuth — Claude opens a browser once.

Server URL 
https://mcp.captable.ai/mcp
First message to try: Summarize my fully diluted cap table and flag anything that would worry a Series A lead.
← All assistants
Claude Desktop

Claude Desktop

macOS & Windows app

Paste a URL
1

Open Settings → Connectors

Add a custom connector and paste the CaptableAI MCP URL.

Server URL 
https://mcp.captable.ai/mcp
First message to try: List outstanding SAFEs and how they convert at a $20M pre-money priced round.
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ChatGPT

ChatGPT

Connectors, developer mode

Paste a URL
1

Enable Developer mode / Connectors

Add CaptableAI as a connector and paste the MCP URL.

Server URL 
https://mcp.captable.ai/mcp
First message to try: Draft a board update from my current capitalization and last round.
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Cursor

Cursor

One-click install or mcp.json

One click
1

Add the server

Settings → MCP → Add server, or drop this into ~/.cursor/mcp.json.

mcp.json 
{
  "mcpServers": {
    "captable-ai": {
      "url": "https://mcp.captable.ai/mcp"
    }
  }
}
First message to try: Generate a pro-forma for a $4M raise on $20M pre-money with a 12% post-round pool.
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VS Code

VS Code

Copilot agent mode

Edit a file
1

Add an HTTP server

Put this in .vscode/mcp.json in your workspace, then start Copilot agent mode.

.vscode/mcp.json 
{
  "servers": {
    "captable-ai": {
      "type": "http",
      "url": "https://mcp.captable.ai/mcp"
    }
  }
}
First message to try: Export a shareholder register PDF from my current cap table.
← All assistants
Gemini

Gemini

Gemini CLI & Code Assist

Edit a file
1

Point Gemini at the MCP URL

In Gemini CLI or Code Assist, add CaptableAI as an MCP server using the hosted endpoint.

Server URL 
https://mcp.captable.ai/mcp
First message to try: What does a 10% vs 15% option pool cost founders on our next round?
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Grok

Grok

Via the MCP bridge

Run a command
1

Bridge with mcp-remote

Grok speaks MCP over stdio. Use npx mcp-remote against the hosted URL.

mcp-remote 
{
  "mcpServers": {
    "captable-ai": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.captable.ai/mcp"]
    }
  }
}
First message to try: Explain my fully diluted ownership like I am walking into a partner meeting.
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$_

Any other client

stdio bridge, CLI, CI

Run a command
1

Use mcp-remote or the CLI

Bridge any stdio client with npx mcp-remote, or run the same commands from @fairmint/captable-ai.

mcp-remote 
{
  "mcpServers": {
    "captable-ai": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.captable.ai/mcp"]
    }
  }
}
First message to try: Validate my OCF bundle and list every object that fails schema or reconciliation.

Then: the optimal upload flow

CaptableAI builds your cap table by reading your legal documents. The pipeline is automated. These seven habits make it fast and accurate. Share them with your agent.

Add all of your cap table documents up front — incorporation docs, SAFEs, stock and option agreements, board consents.

Each document is OCR’d and classified. Do not trigger extraction until every document is CLASSIFIED.

The effective date determines processing order. Correct a wrong date before extraction.

Extraction does not start automatically for agent uploads — trigger it a single time after classification.

Documents extract one at a time, earliest first. Do not re-trigger while it works.

When the last document finishes, a company-wide validator reconciles objects across documents.

When documents reach PROCESSED, review the drafts and commit. The first commit activates the cap table.

Poll, don't re-trigger

Extraction is asynchronous. Use the MCP "and-wait" tools rather than firing again.

15 minutes, then worry

Nothing is considered stuck until roughly 15 minutes of no progress.

Retries are a last resort

Reprocess a FAILED document, cancel a stuck run, or retrigger the validator, after the wait window.

Want someone to check your cap table with you?

Free 30-minute review with a cap table OCF expert, or set up a different assistant.

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