Shareflo — Claude Code MCP server: cap table access
Wires your Shareflo cap table into an AI client: instruments, stakeholders, holdings and account representatives. Handy when you want to ask the agent about your equity structure.
claude mcp add --transport http shareflo https://mcp.shareflo.co.uk/mcpWhat Shareflo does
Shareflo is a UK cap table platform aimed at early-stage startups — equity instruments, stakeholder records, vesting, Companies House compliance. This repository is documentation for the connector only; the server's source code is not in it. The server itself sits at https://mcp.shareflo.co.uk/mcp over streamable-http.
Nine tools ship with it. get_instruments and create_instrument handle share and option classes, get_stakeholders and create_stakeholder cover the people on the register, get_holdings and create_holding deal with allotted shares and awarded options, get_representatives and add_representative manage who can administer an account. The ninth, unlock_shareflo, is called by the client on its own at session start and returns the rules the other tools follow.
Authentication runs through OAuth, so there is no API key to paste — you log in with your Shareflo account. Every call stays scoped to the authenticated user's company, and the connector neither widens nor bypasses that. No Shareflo login means no working tools; an account on the service is all you need.
What it helps with
- see which share and option classes a company has set up
- add a stakeholder and award options in the same step
- pull one person's holdings without opening the web app
- set up an option class for an EMI scheme
- check who can administer the company account
Example prompts for the agent
- List every stakeholder in Shareflo and what they hold
- Create a new option class for our EMI scheme
How to install Shareflo
Platform CLI: remote server
claude mcp add --transport http shareflo https://mcp.shareflo.co.uk/mcpPlatform CLI: remote server
codex mcp add shareflo --url https://mcp.shareflo.co.uk/mcpConfig file
{
"mcpServers": {
"shareflo": {
"url": "https://mcp.shareflo.co.uk/mcp"
}
}
}Config file
{
"servers": {
"shareflo": {
"type": "http",
"url": "https://mcp.shareflo.co.uk/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http shareflo https://mcp.shareflo.co.uk/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Shareflo
How do I install Shareflo in Claude Code?
Run claude mcp add --transport http shareflo https://mcp.shareflo.co.uk/mcp. The client then sends you to the Shareflo OAuth login.
What does Shareflo do?
It gives an AI client access to your cap table: share and option classes, stakeholders, holdings, account representatives. Some tools only read, others create records.
Do I need an API key?
No. OAuth handles authentication through your normal Shareflo login, and nothing is entered by hand.
