Skip to main content
Glama
zain

Capy MCP Server

by zain

Capy's cap table: stakeholders, equity plans, fully diluted shares, and ownership

Why Capy

We were Pulley customers too. We wanted a small, understandable product we could keep running, with code we could inspect and data we could export. So we built Capy.

This repository contains the web app, backend functions, equity calculations, import/export code, and deployment configuration. The hosted service at capyinc.com runs this application. Self-hosted installations do not require a Capy subscription.

Related MCP server: Gogi MCP Server

What you can do

Workflow

Included

Bring your cap table

Preview a detailed Pulley Excel export before signup; review reconciliation and warnings before saving; import contacts separately.

Manage equity

Track stakeholders, shares, options, SAFEs, share classes, and equity plans. Record corrections, option exercises, and cancellations with activity history.

Understand ownership

Review fully diluted ownership, plan reserves, and supported monthly vesting schedules. Search, sort, and filter the cap table.

Model fundraising

Compare priced-round dilution with pre-money and post-money SAFEs, caps, and discounts; save scenarios.

Share with stakeholders

Give a stakeholder access to their own holdings through an invitation that can be claimed once and revoked.

Keep records

Store documents and save approval, offer, and communication drafts.

Take your data

Download the cap table as Excel and individual tables as CSV.

Use it from AI apps

Connect Claude, ChatGPT, Cursor, or another AI app over MCP to read the cap table and draft changes for an admin to apply.

Model your next round

Fundraising model with valuation, new investment, and ownership before and after a round

Track your SAFEs

SAFE records with investors, amounts, status, and conversion terms

Screenshots use fictional companies and synthetic records.

Current scope

Capy is a young project with a working hosted product. We publish the implementation, checks, and limitations so you can evaluate it yourself.

The current release does not send documents for signature, move money, file taxes, provide 409A appraisals, or automate legal-document generation. Open Cap Table Format export is on the roadmap; exports today are Excel and CSV. Email verification/password recovery delivery and administrator-team invitations are not yet implemented.

Read supported workflows and boundaries and the Pulley import guide before migrating a company.

Use Capy from your AI app

Add https://capyinc.com/mcp to Claude, ChatGPT, Cursor, VS Code or another MCP client, sign in, and choose which companies the app can see. The app can read your cap table and, if you allow it, draft grants, exercises, cancellations, stakeholder updates and board consents. Nothing changes until an admin applies the draft in Capy. See connecting AI apps.

Run locally

Requirements: Bun 1.3.14, Node.js 24, and your own Convex project. Stripe and Cloudflare credentials are not needed for local development.

git clone https://github.com/zain/capy.git
cd capy
bun install --frozen-lockfile
cp apps/web/.env.example apps/web/.env.local
bun run dev:setup

Create or select your own Convex project. Once the CLI has written packages/backend/.env.local, use a second terminal from the repository root to configure its development environment:

cd packages/backend
bunx convex env set SITE_URL http://localhost:3001
bunx convex env set BETTER_AUTH_SECRET "$(openssl rand -hex 32)"
bunx convex env set CAPY_SELF_HOSTED true
cd ../..

The setup command waits for a successful push; if it reports missing environment variables, leave it running while setting them. Copy the deployment's .convex.cloud and .convex.site URLs into apps/web/.env.local, then:

bun run dev

Open localhost:3001, create an account, and import a workbook or create an empty company. See the development guide for the full environment reference and troubleshooting.

Checks

bun run check    # formatting, lint, production build, and TypeScript
bun run test     # import/export, calculations, billing, and webhook tests
bun audit        # known dependency vulnerabilities

GitHub Actions runs these checks on pushes and pull requests, with a frozen lockfile and no production credentials. See CONTRIBUTING.md for the review and testing expectations.

Architecture

Part

Technology

Web app

React, TanStack Start, TypeScript

Database and server functions

Convex

Authentication

Better Auth with the Convex adapter

Calculations and validation

Decimal.js and Zod

Excel import/export

ExcelJS

Tooling

Bun and Vite+

Hosted web deployment

Cloudflare Workers

apps/web/               Routes, product UI, authentication, imports, exports, and the MCP server
packages/backend/       Convex schema, functions, permissions, and file storage
packages/equity/        Shared equity calculations, validation, and modeling
packages/ui/            Shared UI components
packages/infra/         Cloudflare deployment command
scripts/                Production build helper
docs/                   Setup, architecture, product scope, and migration guides

Read the architecture guide for data flow and access boundaries. The self-hosting guide covers deployment on your own Cloudflare and Convex accounts, updates, and backups. Running the Convex server itself on your infrastructure is not yet a tested deployment path for this repository.

Maintainers and support

Built by Zain and Sina. Zain maintains this repository; hello@capyinc.com reaches the team.

Please use synthetic examples in public issues. See SUPPORT.md for what to include in a report.

License and acknowledgments

Capy is licensed under GNU AGPL v3.0 (AGPL-3.0-only). Contributions use the same license. Dependency and asset licenses remain with their respective authors; see THIRD_PARTY_NOTICES.md.

Built with Better T Stack, TanStack, Convex, Better Auth, and shadcn/ui. Capy is an independent project and is not affiliated with Pulley or Carta.

Related MCP Connectors

Related MCP Servers

  • A
    license
    Not graded
    quality
    B
    maintenance
    Connect MCP-compatible AI assistants like Claude, Codex, and ChatGPT to your InterviewFlowAI workspace so they can search candidates, review interview scores and details, and update supported candidate fields through permission-aware tools.
    2
    MIT
  • A
    license
    Not graded
    quality
    D
    maintenance
    Enables AI assistants in MCP clients to query real-time market data, inspect portfolio and Web3 wallet balances across brokers, place protected equity/ETF, crypto, forex, options, DeFi swap, and prediction market orders, and run backtests.
    MIT
  • A
    license
    B
    quality
    A
    maintenance
    Enables AI hosts like Claude, ChatGPT, Cursor, Codex, and Copilot to connect to DealDesk for working with cards, quotes, CPQ portfolio, directory, and export.
    60
    37 npm
    MIT
  • A
    license
    Not graded
    quality
    A
    maintenance
    Connects any MCP-capable AI assistant—ChatGPT, Claude, Gemini, Cursor and others—to an AI-native CRM via OAuth, so users can manage contacts, deals, pipelines, reports and add-ons by chat, with every action scoped to the connecting user's role. The server itself never calls an AI model or holds API keys, leaving all intelligence to the assistant you bring.
    19 npm
    AGPL 3.0