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Ask questions about your live cap table in Claude.
The Mantle Equity connector for Claude lets you work with your company's cap table without leaving the chat or task interface. Want to know who owns what on a fully diluted basis, or which SAFEs are still outstanding before your next round? Ask Claude. It answers from your live Mantle Equity data, with references back to your records.
Who is this for?
If you've ever exported your cap table to a spreadsheet just to answer one investor question, this is built for you.
Founders and CEOs who want quick answers on ownership, dilution, and round history.
Finance and operations leads preparing board materials, audits, or diligence requests.
Law firms and advisors who support multiple Mantle Equity companies and need answers fast.
What you can do with it
The connector works with both Claude Chat and Claude Cowork. The connector is read-only: Claude can look up and analyze your Mantle Equity data, but it can't issue securities, edit records, or send anything on your behalf.
Claude Chat: conversational Q&A. Fast back-and-forth on your cap table with answers and references.
Claude Cowork: agentic task handling. Give it a goal and it returns a finished deliverable (board summary, diligence checklist, investor update draft).
In Claude Chat
Ownership and Dilution
"Who are my top 10 shareholders on a fully diluted basis?"
"What percentage of the company do the founders own today?"
"How much of the option pool is granted, and how much is still available?"
Fundraising and Convertibles
"List every outstanding SAFE and convertible note, with the cap, discount, and amount."
“How much have we raised on SAFEs in total, and which are post-money vs. pre-money?”
“Which convertible notes mature in the next six months?”
Equity Compensation
"Show me all option grants made in the last 12 months."
"Which employees have grants that are fully vested?"
"What exercise price did we use for grants after our last 409A?"
In Claude Cowork
Board meeting prep: "Pull our current cap table and equity activity since the last board meeting and draft a one-page summary for the board deck."
Diligence readiness: "Check that every security on our cap table has a supporting document, and give me a list of gaps to fix before our Series A."
Investor update: "Draft the equity section of our quarterly investor update: new grants, conversions, and current ownership."
How to set it up
Before you start, have these handy:
Your Mantle Equity login (email, Google, or Microsoft sign-in all work)
A Claude account. A free plan works to try it out, but Pro or higher is recommended for real use.
Most customers run their first query within five minutes.
Mantle Equity isn't listed in the Claude Connectors Directory yet, so for now you'll add it as a custom connector using the steps below. It takes about a minute, and you only do it once. We'll update this page when the directory listing goes live.
On a Claude Team or Enterprise plan, your organization's Owner may need to add the connector before you can connect your own account.
Add Mantle Equity as a custom connector
Open Claude at claude.ai
Add the connector
Go to Settings → Connectors → Add custom connector
Name: Mantle Equity
Remote MCP server URL:
Click Add
Connect your Mantle Equity account
Find Mantle Equity in your connector list and click Connect
Sign in with your Mantle Equity account and approve access when prompted
That’s it. Start a new conversation and try one of the prompts above.
Good to know
Live data, no syncs: Claude queries Mantle Equity directly. Changes show up the moment they're in Mantle Equity.
Read-only by design: The connector can look things up but can't make changes. Issuing grants, editing securities, and signing documents still happen in Mantle Equity. You can get hands-on assistance with Mantle Clerk.
What can you ask Claude about today? Your cap table, stakeholders, securities (shares, options, SAFEs, convertible notes, warrants), financing history, and documents in your data room. Not sure what's available? Ask Claude: "What can you tell me about my Mantle Equity data?"
Security and Data Access
Access mirrors Mantle Equity: Each user signs in with their own Mantle Equity account. The connector only returns data that user can already see in Mantle Equity, for the companies they have access to.
Transport: All traffic is encrypted in transit (HTTPS/TLS 1.2+). Authentication uses OAuth 2.1 with PKCE.
No caching on our side: Mantle Equity does not store the responses returned to Claude beyond standard Mantle Equity infrastructure.
On-demand only: Claude fetches data per prompt.
Audit trail: Every connector request is logged in Mantle Equity (timestamp, user, and the data fetched). We don't log the prompt you type into Claude, since that lives inside your Claude session.
Revoke at any time: Disconnect the connector in Claude, or contact us to disable it for your company, with no Claude-side changes needed.
Claude-Side Data Settings
What Anthropic does with your queries is controlled by your Claude account, not by Mantle Equity. We recommend reviewing your settings at claude.ai/settings/data-privacy-controls before using the connector with sensitive cap table data.
For full terms, see Anthropic's Privacy Policy and Mantle's Privacy Policy.
