Until now, most Carta users in Claude were focused on using our plugins for cap table and investor clients to read data from the Carta data warehouse. You can build your Schedule of Investments, automate your Form ADV data pull, and run waterfall scenarios across your portfolio with a single prompt, but most of our clients’ work still required going to the website.
That changes today. As you saw in Anthropic’s launch of expanded interactive connectors, built on MCP Apps, an open extension to the Model Context Protocol, you can now use Claude to work directly on Carta, making changes yourself or asking Claude to make them for you. It’s a massive leap forward that simplifies writing to the Carta platform for our clients.
Review on the page, make changes with Claude
This new functionality puts Carta side by side with your Claude conversation. Carta’s page will look very similar to what you’re used to. We build and host this page, with data laid out the way finance teams are used to.
From there, you choose how the work gets done. You can make changes yourself or you can describe what you want in plain language and ask Claude to make them. Asking Claude takes the pain out of manual data entry or processes, but the judgment stays with you. Claude takes actions on the page on your behalf, and you approve its actions the same way you approve any connector’s actions. Claude works within the connector permissions you set.
What this unlocks
When a CFO reviews work, what I care about most is how quickly they can tell whether it’s right. With our new financial package review module, launching today, Claude can do an initial review for you, comparing the financials to your internal documents, and comment directly on the financial package. You can also comment directly or ask Claude to make additional changes, and then approve the package or request changes all from the same screen.
Valuations works the same way. Open the portfolio valuations dashboard, ask Claude to update a valuation, and the dashboard updates live as the data flows through the Carta platform. No valuation change is confirmed until you explicitly approve it.
Why we built it this way
Our customers already spend their days in Claude, and more of their work is moving there. We see our job as meeting them where they are.
We think of Claude as a new kind of operating system. An operating system on its own doesn’t do much for you. Its value comes from the applications that run on it.
We believe AI will follow the same pattern. LLMs are incredibly powerful, and applications make them more useful for day-to-day work. Our bet is that work moves onto Claude, and that customers will want the tools they rely on to be there too. This is ours.
Working with Anthropic
This launch is the latest chapter in our relationship with Anthropic. Carta was early to roll out the Claude desktop app across the company, and we have kept building with Anthropic's capabilities ever since.
We launched our plugins in April, available in the Claude directory and paired with our connector. More than 4,000 Carta customers have already connected Carta to Claude, and that pace is still accelerating.
Part of that acceleration comes from our Carta Change Agents program, where our teams sit down with clients, teach them to build directly in Claude, and shape what we launch next: We met with over 200 clients in October alone. We recently launched our AI Fundamentals series based on this content that provides a practical foundation in how AI works, with more content on the way. If you’re feeling behind on embedding AI into your firm’s processes, this is the right place to start!
