Setup guideAbout 30 secondsLast checked 12 October 2026

Connect CaptableAI to Claude Code

Anthropic's coding agent in the terminal. Once it's connected, ask about your equity in plain language, upload documents, model a round and export the result, all from the same chat.

Short answer

Run claude mcp add --transport http captable-ai https://mcp.captable.ai/mcp, start Claude Code, type /mcp and choose Authenticate. Your browser opens once for sign-in.

What you need

✓Claude Code installed and signed in.
✓A CaptableAI company where you are an owner or admin.

Set it up

Add the server

Run this in your terminal. Add --scope user to make it available in every project, or --scope project to share it with your team through .mcp.json.

Terminal

claude mcp add --transport http captable-ai https://mcp.captable.ai/mcp

Authenticate

Start claude, type /mcp, select captable-ai and choose Authenticate. Your browser opens for sign-in.

Inside Claude Code

/mcp

Check it's connected

The server should show as connected with its tools listed.

Terminal

claude mcp list

Share it with your team (optional)

With project scope, Claude Code writes this to .mcp.json. It holds the address only, so it's safe to commit; each person signs in with their own account.

.mcp.json

{
  "mcpServers": {
    "captable-ai": {
      "type": "http",
      "url": "https://mcp.captable.ai/mcp"
    }
  }
}

Check it worked

Ask “List the CaptableAI tools you have.” If none appear, run /mcp again and check the server status.

First things to ask

“Write a board-ready ownership summary to docs/cap-table.md.”

“Generate three pool scenarios for a $5M round and save them as CSV in ./models.”

“Compare our cap table with last quarter's export in ./reports and list every change.”

Troubleshooting

Will my teammates share my CaptableAI login?

No. A shared .mcp.json contains the server address only. Everyone authenticates with their own CaptableAI account and sees only the companies they have access to.

Which scope should I use?

Use user scope if it's just for you across projects, and project scope if the repository is where your team works on equity reports.

Can I use it in CI or headless scripts?

For unattended jobs, use the @fairmint/captable-ai CLI rather than the MCP connection, since browser sign-in isn't available there.

Then: upload your documents

CaptableAI builds your cap table by reading your legal documents. These seven habits keep it fast and accurate. Share them with Claude Code.

01 Upload everything first +

Add all of your cap table documents up front, in one batch where possible: incorporation documents, SAFEs, stock and option agreements, board consents. PDF, DOCX, XLSX, DOC and images are supported.

02 Wait for classification +

Each document is read and classified, so the system knows its type and effective date. Don't trigger extraction until every document shows CLASSIFIED.

03 Check the classification dates +

The effective date decides processing order. If one looks wrong, fix it before extraction so the cap table is built in the right sequence.

04 Trigger extraction once +

Extraction doesn't start automatically for agent uploads. Trigger it a single time after everything is classified; the whole queue is picked up.

05 Let the queue run +

Documents are extracted one at a time, earliest first, so later events build on earlier ones. Expect a few minutes per document and don't re-trigger.

06 Validation runs on its own +

When the last document finishes, a company-wide validator checks every extracted object and repairs cross-document issues. There's nothing to trigger.

07 Review, then commit +

When every document reaches PROCESSED, review the drafts and commit. The first commit activates your cap table.