Welcome to AI at Carta — how to use this space

This is where Carta customers explore what's possible with Carta's AI tools — the Carta Plugin for Claude, MCP connectors, and AI-powered workflows for cap tables and fund admin.

Asking questions your cap table used to take 20 minutes to answer. Building a prompt that replaces a manual export. Finding a report you didn't know you could run. That's what belongs here.

Using the Carta Plugin for Claude? Share what you asked it, the prompt you used, and what it returned.

Building workflows with MCP or AI agents? Share what you automated and what it freed you up from.

Have a tip, a working prompt, or a question? Post it here.

Use this template if it helps, or just post however feels natural.

What I did: [1–2 sentences on what you tried or built]

The prompt I used: [paste it — the more specific, the more useful for everyone]

How it works: [a few sentences, a screenshot, or a short recording]

Result: [what it did, what changed, what it saved you]

New to the plugin? The FAQ post in this space covers what the tools are, how to get access, and how to get set up.