Ask your cap table anything. Approve every change.
Connect Claude or ChatGPT to your cap table. Changes always wait for an admin’s approval.
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Connecting takes one URL and one sign-in
Server URL
https://capable.so/api/mcpClaude
- Settings, then Connectors, then Add custom connector.
- Name it Capable and paste the server URL.
- 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/mcpChatGPT
- Settings, then Apps & Connectors, then Create, with developer mode on.
- Paste the server URL and choose OAuth.
- Save, connect, and approve the scopes.
Any MCP client works the same way, including your own agent.
The assistant reads fourteen views
and proposes six changes.
Read
Answer questions. Company tools are for members of that company; my_equity is for anyone who holds equity.
- list_companies
- The companies you administer, with your role and plan, and the companies where you hold equity.
- 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. Accepts a name, email or id.
- 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.
- model_round
- A priced round: SAFE and note conversion, option pool top-up, price per share, and dilution for every holder.
- exit_waterfall
- Who takes home what at an exit value: liquidation preferences, participation, converting SAFEs and 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.
- my_equity
- Your own grants and holdings at every company: vested to date, the next vesting dates, exercise prices, deadlines and documents. For employees, advisors and investors.
- search, fetch
- Find a stakeholder or certificate by name, email or ID, then open it. ChatGPT uses these for deep research.
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?
- As an employee: how many of my options have vested, and when is my next vesting date?
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 in Capable. Admins see the cap tables of the companies they administer. Read-only members can ask anything but cannot propose changes; owners, admins and read/write members can. Employees, advisors and investors see only their own equity through my_equity, never anyone else's.
Can employees and investors use it?+
Yes. Anyone with equity on Capable can connect Claude or ChatGPT with the email their company has on file and ask about their own grants: what has vested, when the next tranche lands, what an exercise costs, and when a deadline falls.
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. The connector works in full during the 14-day free trial too, and stakeholders can always ask about their own equity whenever their portal is open.
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.