# Shareflo

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.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI
- Author: richard-shareflo
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/richard-shareflo/shareflo-mcp-public
- Updated: 2026-09-29
- HTML: https://affpapa.org/en/nevibecode/mcp/shareflo

## What it 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.

## Requirements
- Remote server: `https://mcp.shareflo.co.uk/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http shareflo https://mcp.shareflo.co.uk/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add shareflo --url https://mcp.shareflo.co.uk/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "shareflo": {
            "url": "https://mcp.shareflo.co.uk/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "shareflo": {
            "type": "http",
            "url": "https://mcp.shareflo.co.uk/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http shareflo https://mcp.shareflo.co.uk/mcp
```

## When to use it
- 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
- List every stakeholder in Shareflo and what they hold
- Create a new option class for our EMI scheme

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