--- title: "MCP Server" description: "Use OpenCap Stack's 29 MCP tools from Claude Code, Cursor, Windsurf, or any MCP-compatible agent" canonical: "https://docs.ainative.studio/docs/opencapstack/mcp-server" last-updated: "2026-10-03T21:47:10.764Z" --- # MCP Server Source: https://docs.ainative.studio/docs/opencapstack/mcp-server > Use OpenCap Stack's 29 MCP tools from Claude Code, Cursor, Windsurf, or any MCP-compatible agent # OpenCap Stack MCP Server The `@opencapstack/mcp-server` gives any MCP-compatible AI agent direct access to your cap table — no REST calls, no boilerplate. Ask Claude to *"show me the cap table"* or *"issue 50,000 options to Jane Doe"* and it happens. ```bash npm install -g @opencapstack/mcp-server ``` **29 tools** covering stakeholders, equity, SAFEs, valuations, documents, and analytics. --- ## Setup ### Claude Code Add to `~/.claude.json` (global) or `.claude/settings.json` (project): ```json { "mcpServers": { "opencap": { "command": "npx", "args": ["-y", "@opencapstack/mcp-server"], "env": { "OPENCAP_API_KEY": "your-api-key", "OPENCAP_BASE_URL": "https://api.opencapstack.com/api/v1" } } } } ``` :::warning Base URL Include `/api/v1` in `OPENCAP_BASE_URL`. Without it all requests will 404. ::: ### Cursor Add to `.cursor/mcp.json` in your project root: ```json { "mcpServers": { "opencap": { "command": "npx", "args": ["-y", "@opencapstack/mcp-server"], "env": { "OPENCAP_API_KEY": "your-api-key", "OPENCAP_BASE_URL": "https://api.opencapstack.com/api/v1" } } } } ``` ### Windsurf Add to `~/.codeium/windsurf/mcp_config.json`: ```json { "mcpServers": { "opencap": { "command": "npx", "args": ["-y", "@opencapstack/mcp-server"], "env": { "OPENCAP_API_KEY": "your-api-key", "OPENCAP_BASE_URL": "https://api.opencapstack.com/api/v1" } } } } ``` ### Claude Desktop Add to `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS): ```json { "mcpServers": { "opencap": { "command": "npx", "args": ["-y", "@opencapstack/mcp-server"], "env": { "OPENCAP_API_KEY": "your-api-key", "OPENCAP_BASE_URL": "https://api.opencapstack.com/api/v1" } } } } ``` --- ## Getting Your API Key **Option A — Agent onboarding (zero human steps):** ```bash curl -X POST https://api.opencapstack.com/api/v1/agents/onboard \ -H "Content-Type: application/json" \ -d '{ "agent_id": "claude-mcp", "agent_name": "Claude MCP Agent", "capabilities": ["read:cap-table", "write:equity", "read:financials"] }' ``` Copy the `api_key` from the response and use it as `OPENCAP_API_KEY`. **Option B — Login and use the JWT:** ```bash curl -X POST https://api.opencapstack.com/api/v1/auth/login \ -H "Content-Type: application/json" \ -d '{"email":"you@example.com","password":"yourpassword"}' ``` --- ## All 29 Tools ### Stakeholders (5 tools) | Tool | Description | |------|-------------| | `list_stakeholders` | List all stakeholders with ownership percentages | | `get_stakeholder` | Get a specific stakeholder by ID | | `create_stakeholder` | Add a new stakeholder (founder, investor, employee, advisor) | | `update_stakeholder` | Update stakeholder details | | `delete_stakeholder` | Remove a stakeholder | ### Share Classes (4 tools) | Tool | Description | |------|-------------| | `list_share_classes` | List all share classes | | `get_share_class` | Get a specific share class | | `create_share_class` | Create a new share class (common, preferred, options pool) | | `update_share_class` | Update share class terms | ### Equity Grants (4 tools) | Tool | Description | |------|-------------| | `list_equity_grants` | List all equity grants | | `get_equity_grant` | Get a grant with vesting schedule | | `create_equity_grant` | Issue options, RSUs, or warrants | | `update_equity_grant` | Update grant status or vesting | ### SAFE Notes (3 tools) | Tool | Description | |------|-------------| | `list_safes` | List all SAFE instruments | | `get_safe` | Get a SAFE by ID | | `create_safe` | Create a new SAFE note | ### Cap Table (4 tools) | Tool | Description | |------|-------------| | `cap_table_summary` | Full ownership breakdown by share class and stakeholder | | `get_fully_diluted_shares` | Total share count including all options and warrants | | `calculate_dilution` | Model ownership impact of a new fundraising round | | `run_waterfall_analysis` | Liquidation waterfall for an exit scenario | ### Valuations (3 tools) | Tool | Description | |------|-------------| | `get_latest_valuation` | Most recent 409A valuation | | `get_valuation_history` | Historical valuation timeline | | `create_valuation_request` | Trigger a new 409A valuation | ### Documents (2 tools) | Tool | Description | |------|-------------| | `list_documents` | List documents with filtering | | `get_document` | Get document metadata and download URL | ### Financial Reports (2 tools) | Tool | Description | |------|-------------| | `list_financial_reports` | List generated reports | | `create_financial_report` | Generate investor report, cap table summary, or equity ledger | ### Workflows (2 tools) | Tool | Description | |------|-------------| | `list_workflows` | List pending approval workflows | | `whoami` | Get current authenticated user and company context | --- ## Example Conversations ### Check ownership ``` You: What does the cap table look like? Claude: Let me pull that up. [calls cap_table_summary] Here's the current cap table: - Total issued shares: 12,500,000 - Jane Doe (Founder): 5,000,000 shares — 40% - Acme Ventures (Series A): 4,500,000 shares — 36% - Options Pool: 3,000,000 shares — 24% ``` ### Issue equity ``` You: Issue 50,000 options to the new engineer, Alex Kim (alex@startup.com), standard 4-year cliff vesting, $0.10 strike price. Claude: I'll create Alex as a stakeholder and issue the grant. [calls create_stakeholder] [calls create_equity_grant] Done. Alex Kim has been added and granted 50,000 options (Grant #GRANT-AK50000-2026) with a 4-year vest, 1-year cliff, at $0.10 strike. Vesting starts today. ``` ### Model a fundraising round ``` You: If we raise a $5M Series B at a $20M pre-money, what happens to everyone's ownership? Claude: Running dilution analysis... [calls calculate_dilution] Series B dilution impact: - New shares issued: 2,500,000 - Post-money fully diluted: 16,500,000 After dilution: - Jane Doe: 40% → 30.3% - Acme Ventures: 36% → 27.3% - Series B investors: 0% → 15.2% - Options Pool: 24% → 18.2% (undiluted) ``` ### Run waterfall analysis ``` You: Model an exit at $30M. Who gets what? Claude: Running liquidation waterfall... [calls run_waterfall_analysis] $30M exit waterfall: 1. Series A 1x liquidation preference: $4.5M → Acme Ventures 2. Remaining $25.5M distributed pro-rata: - Jane Doe (40%): $10.2M - Acme Ventures (36%): $9.2M - Options Pool (24%): $6.1M Total proceeds: Founders $10.2M, Series A $13.7M ``` --- ## AINative + OpenCap Stack (Combined Setup) If you use both AINative ZeroDB and OpenCap Stack, configure both MCP servers together: ```json { "mcpServers": { "zerodb": { "command": "python", "args": ["-m", "zerodb_mcp"], "env": { "ZERODB_API_KEY": "your-zerodb-key", "ZERODB_PROJECT_ID": "your-project-id" } }, "opencap": { "command": "npx", "args": ["-y", "@opencapstack/mcp-server"], "env": { "OPENCAP_API_KEY": "your-opencap-key", "OPENCAP_BASE_URL": "https://api.opencapstack.com/api/v1" } } } } ``` Now Claude can store memory in ZeroDB *and* manage your cap table in the same conversation. --- ## Self-Hosted MCP If you're running OpenCap Stack on your own infrastructure, point the server at your instance: ```json { "env": { "OPENCAP_API_KEY": "your-api-key", "OPENCAP_BASE_URL": "https://your-opencapstack.company.com/api/v1" } } ``` See the [Self-Hosting guide](./self-hosting) for deployment instructions.