Connect AI Agent

This article is for founders and admins using Fairmint.

Connect your AI tools to read, update, and manage your cap table programmatically.

The Connect AI agent page lets you connect external AI tools — like Cursor, Claude Desktop, VS Code, or ChatGPT — to your Fairmint cap table via a hosted MCP (Model Context Protocol) server. Once connected, your AI assistant can read your cap table, upload documents, edit events, model scenarios, and export data — all through natural language.

Navigate to Cap Table > Connect AI agent in the left menu to get started.

> ⚠️ Security: Connected AI clients inherit full read and write access to your cap table — including the ability to edit events, commit changes, and export data. Only connect tools you trust, use private/local installations, and disconnect or revoke access when no longer needed.

MCP Server URL

The hosted MCP server endpoint is:

https://mcp.captable.ai/mcp

This is a shared endpoint — when your AI tool first connects, you'll be prompted to authenticate via your browser (OAuth). The server uses your login session to determine which portal to connect to. Copy the URL from the page and paste it into your AI tool's configuration.

Setup by Tool

The page provides ready-to-use configuration snippets for popular AI tools. Select your tool's tab to see the setup instructions:

Cursor

Add the MCP server to your Cursor settings (.cursor/mcp.json):

{  "mcpServers": {    "captable": {      "url": "https://mcp.captable.ai/mcp"    }  }}

Claude Desktop

Add to your Claude Desktop config file:

{  "mcpServers": {    "captable": {      "command": "npx",      "args": ["-y", "mcp-remote@0.14.3", "https://mcp.captable.ai/mcp"]    }  }}

VS Code

Create or edit .vscode/mcp.json in your project root:

{  "servers": {    "captable": {      "type": "http",      "url": "https://mcp.captable.ai/mcp"    }  }}

ChatGPT

Use the MCP server URL directly in ChatGPT's tool configuration when available.

mcp-remote (Generic)

For any MCP-compatible client, use the mcp-remote package:

npx mcp-remote@0.14.3 https://mcp.captable.ai/mcp

Use the CLI

The page also includes a Use the CLI tab with instructions for connecting via the command line. This is useful for scripting or batch operations against your cap table.

> Security note: The CLI uses the same OAuth session as your browser. Do not share CLI credentials or use your personal session in unattended automation. For programmatic access, contact support about API tokens with scoped permissions.

Capabilities

Once connected, your AI agent can perform these actions on your cap table:

Capability	What It Does
Read cap table	Query your current cap table — ownership, stakeholders, share classes, transactions
Upload & extract	Upload documents (PDFs, spreadsheets) and have the AI extract equity events
Edit & commit	Modify timeline events, add new entries, and commit changes to the live cap table
Model scenarios	Run pro-forma scenarios (financing rounds, SAFE conversions, option pool changes)
Export	Export cap table data in various formats

Reliable Upload Flow

When uploading documents through your AI agent, follow this 7-step process for the best results:

Upload the document — send the file to the MCP server
Wait for processing — the server extracts text and classifies the document
Review classification — verify the AI correctly identified the document type
Confirm classification — approve or correct the classification tags and date
Wait for extraction — the server extracts equity events from the document
Review extracted events — check that all events were captured correctly
Commit changes — apply the extracted events to your live cap table

Retry Guidance

If a document gets stuck during processing:

Retry the extraction if it fails
Cancel and re-upload if the document appears stuck for an extended period
Check that the file format is supported (PDF, DOCX, XLSX, TXT, PNG, JPEG, WebP, TIFF) and under 50 MB

Captable AI — the in-app chat interface for cap table questions
Cap Table Timeline View — where uploaded documents appear
Import Your Cap Table — manual import process

Need help? Reply in the chat — our team is happy to assist.

This article explains how to use the Fairmint platform. It is not legal, tax, or investment advice. Consult a qualified professional for questions about your specific situation.