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.
Point your assistant at https://mcp.captable.ai/mcp and sign in with OAuth. Claude, ChatGPT, Gemini and Grok take a pasted URL in their connector settings; Cursor and VS Code install with one click; Claude Code and Gemini CLI take one command; 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.ai
Web & mobile, custom connector
Paste a URL →
Claude Desktop
macOS & Windows app
Paste a URL →
Claude Code
Terminal coding agent
One command →
ChatGPT
Connectors, developer mode
Paste a URL →
Cursor
One-click install or mcp.json
One click →
Gemini
Gemini app & Gemini CLI
Paste a URL →
Grok
Custom connector on grok.com
Paste a URL →
$_
Any other client
stdio bridge, CLI, CI
Run a command →
https://mcp.captable.ai/mcp
What it can do once connected
Five capabilities, all in plain language. No spreadsheet, no support ticket, no lawyer on the clock.
Prefer the terminal? Use the CLI →Read
Capitalization, stakeholders, convertibles and metrics on demand.
Upload & extract
Drop in legal documents and run OCF extraction.
Edit & commit
Review extracted objects, fix them, commit to the cap table.
Model
Pro-forma financings, conversions, warrants and option pools.
Export
An Excel cap table or a shareholder register PDF.
Before you connect: you need a CaptableAI-enabled company where you're an owner or admin. The server signs you into your existing account. It won't create a company for you. No company yet? Connect your assistant or talk to an expert first.