Setup guideAbout 30 secondsLast checked 12 October 2026

Connect CaptableAI to Cursor

One-click install, or mcp.json. 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

Click Add to Cursor below, or add "captable-ai": { "url": "https://mcp.captable.ai/mcp" } to ~/.cursor/mcp.json. Click Connect next to the server to sign in, then use it in Agent mode.

Add to Cursor

What you need

✓Cursor installed, on any plan.
✓A CaptableAI company where you are an owner or admin.

Set it up

Install with one click

The button above opens Cursor and registers the server for you. Confirm the install when Cursor asks.

Or add it by hand

Open Cursor Settings → Tools & MCP → New MCP Server, or edit ~/.cursor/mcp.json directly. Use .cursor/mcp.json inside a repository to share it with your team.

~/.cursor/mcp.json

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

Sign in

In Tools & MCP, CaptableAI shows as needing a login. Click Connect and finish signing in in your browser.

Use it in Agent mode

Switch the chat to Agent. CaptableAI's tools sit alongside your file and terminal tools, so results can go straight into the repository.

Check it worked

In Cursor Settings → Tools & MCP, the server should show a green dot and a list of tools. In chat, ask “Which CaptableAI tools can you use?”

First things to ask

“Read our cap table and write a board-ready ownership summary to docs/ownership.md.”

“Build a pro-forma for a $4M raise and save it as a CSV.”

“Find every grant without a matching board consent.”

Troubleshooting

The server shows red or zero tools.

Toggle it off and on in Tools & MCP, then click Connect again. If it still fails, check the JSON is valid and the URL ends in /mcp.

Can I commit .cursor/mcp.json?

Yes. It holds the address only. Each developer signs in with their own CaptableAI account.

Global or project config?

~/.cursor/mcp.json makes CaptableAI available everywhere. .cursor/mcp.json limits it to one repository.

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 Cursor.

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.