AI connector

Ask your cap table anything. Approve every change.

The short answer

Add https://capable.so/api/mcp as a custom connector in Claude or ChatGPT, sign in, and ask about ownership, vesting, 409A status or exit proceeds in plain language. Anything that would change the cap table comes back as a proposal that an admin approves in Capable.

  • OAuth 2.1 with PKCE; no client ID to copy
  • Scoped to your companies and your role
  • Included on Startup and Growth

Connecting takes one URL and one sign-in

Server URL

https://capable.so/api/mcp

Claude

  1. Settings, then Connectors, then Add custom connector.
  2. Name it Capable and paste the server URL.
  3. Click Connect, sign in, and approve. Claude registers itself; there is no client ID to copy.

In Claude Code:

claude mcp add --transport http capable https://capable.so/api/mcp

ChatGPT

  1. Settings, then Apps & Connectors, then Create, with developer mode on.
  2. Paste the server URL and choose OAuth.
  3. Save, connect, and approve the scopes.

Any MCP client works the same way, including your own agent.

Tool reference

The assistant reads ten views and proposes six changes.

Read

Answer questions. Available to every member, scoped to that member's role.

list_companies
Companies the signed-in user can open, with their role in each.
get_cap_table
Fully diluted ownership by stakeholder as of any date, plus class totals and option pool status.
list_stakeholders
Everyone on the register with relationship, status, and whether their portal is active.
get_stakeholder
Every security one person holds, with vesting computed as of today.
list_securities
Securities of one type — share, option, rsa, rsu, safe, note, warrant — with outstanding and vested amounts.
get_vesting_schedule
The dated tranches behind a single certificate, so the assistant can explain a cliff rather than guess.
get_409a
Current fair market value, how long it stays valid, and the history behind it.
exit_waterfall
Distributes an exit value across preferred by seniority and common, using the treasury method for options.
recent_activity
The latest transactions, so an assistant can answer what changed this week.
export_links
Signed-in download links for the Excel workbook, CSVs, the OCF bundle, and certificates.

Write, behind approval

Each one creates a proposal. An admin approves it in Capable and only then does anything change.

propose_create_stakeholder
Add a person or entity to the register.
propose_draft_security
Draft a grant or issuance. It lands in Drafts; nothing reaches the cap table until it is sent for signature or published.
propose_send_for_signature
Send a drafted agreement out for e-signature.
propose_terminate_stakeholder
Record a termination date, stop vesting, and open the post-termination exercise window.
propose_cancel_security
Cancel an outstanding security, with a reason.
propose_record_valuation
Record a 409A determination with its effective dates.
list_proposals
What is waiting for approval, what was approved, and what was rejected.

Founders use it to answer ownership questions and draft routine grants

  • How much of the company do the founders still own fully diluted, and what was it before the seed?
  • If we sold for $120 million today, what does each holder actually take home?
  • Who has options expiring in the next ninety days, and how many are vested?
  • Our 409A is $0.42. Draft a 40,000 option grant for Priya starting next Monday on our standard four-year schedule.
  • Which grants have no board approval on record?

The same tools back the in-app assistant, so you get identical answers whether you ask inside Capable or from your own chat client. Read how access is scoped and revoked on the security page.

Connector questions, answered

Does the assistant get to change my cap table?+

No. Read tools answer questions. Write tools create a proposal, which an admin opens in Capable and approves or rejects. The cap table changes at the moment a human approves it, and the audit log records the proposal, the approver, and the time.

What can it see?+

Exactly what you can see. Tokens are scoped to the companies you are already a member of and carry your role, so a read-only member's assistant is read-only too. A stakeholder-only account never sees another stakeholder's holdings.

How do I cut off access?+

Account & security lists every connected client. Revoking one invalidates its refresh token immediately; access tokens expire within the hour.

Does this work with anything besides Claude and ChatGPT?+

Yes. It is a standard remote MCP server over HTTP with OAuth 2.1 and dynamic client registration, so any compliant client can connect, including Claude Code and your own agent.

Is there a plain REST API too?+

Yes. Create an API key in your company settings and call /api/v1 with a bearer token. Use the API for systems and the connector for people.

Which plans include the connector?+

Both. Startup ($1,200 a year) and Growth ($3,500 a year) include the Claude and ChatGPT connector with approval-gated writes, and so does the 14-day free trial.

Put your cap table where your assistant can reach it.

Set up in under an hour, connect Claude or ChatGPT in a minute, and keep every change behind a human approval.