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Shareflo

السجل الرسمي أخرى

Read and update your UK cap table: instruments, stakeholders, holdings and account representatives.

الشيفرة المصدرية الموقع التوثيق

التثبيت

أضف هذا إلى إعدادات MCP في عميلك (Claude Desktop: claude_desktop_config.json، وCursor: ‏.cursor/mcp.json، ويستخدم VS Code وغيره الصيغة نفسها «mcpServers»).

Remote (streamable-http)
Claude Code 
claude mcp add --transport http shareflo 'https://mcp.shareflo.co.uk/mcp'
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "shareflo": {
            "type": "http",
            "url": "https://mcp.shareflo.co.uk/mcp"
        }
    }
}

التوثيق

مأخوذ من ملف README للمشروع على GitHub ويُحدَّث أسبوعيًا. تفتح الروابط على GitHub.

المحتويات
  1. Shareflo MCP Server
  2. Endpoint
  3. Connecting
  4. Example prompts
  5. Tools
  6. Registry
  7. Support
  8. License

Shareflo MCP Server

An OAuth-protected MCP server that exposes Shareflo's UK cap table data and actions to AI clients such as Claude Desktop and Claude.ai.

Shareflo is a UK cap table management platform for early-stage startups, covering equity instruments, stakeholder records, share/option events, vesting schedules, and Companies House compliance. Free for up to 20 stakeholders. Learn more at shareflo.co.uk.

This repository documents the connector. It does not contain the server's source code — see server.json for the registry listing.

Endpoint

https://mcp.shareflo.co.uk/mcp

Transport: streamable-http

Connecting

  1. In your MCP client (e.g. Claude Desktop or Claude.ai), add a new connector using the endpoint above.
  2. You'll be redirected to log in to your Shareflo account via OAuth.
  3. Once authorised, the client can call the tools below, scoped to your company's data.

No API keys or manual credentials are required — authentication happens through Shareflo's own login.

Step-by-step guide with screenshots: Connecting Shareflo to Claude with the MCP connector.

Example prompts

  • "List every stakeholder and what they hold."
  • "Show me all option holdings and the share class each one belongs to."
  • "Create a new option class for our EMI scheme."
  • "Add Sam Patel as a stakeholder and award them 10,000 options."
  • "Who has access to manage our company account?"

Tools

ToolPurpose
get_instrumentsReturns all share/option classes for your company
create_instrumentCreates a new share class or option class
get_stakeholdersReturns all stakeholders for your company
create_stakeholderCreates a new stakeholder
get_holdingsReturns holdings (optionally filtered to a stakeholder)
create_holdingAllots shares or awards options to a stakeholder
get_representativesReturns representatives for a stakeholder or all company users
add_representativeAdds a new user to manage a stakeholder or company account
unlock_sharefloInternal initialization step called automatically by the client at the start of a session; returns the operating rules the other tools follow

All data access is scoped to the authenticated user's company via Shareflo's own privacy rules — this connector does not add or bypass any access control.

Registry

Published on the official MCP Registry as uk.co.shareflo/shareflo.

Support

Questions or issues: see the Shareflo Help Centre or visit shareflo.co.uk.

License

MIT — see LICENSE.

الأسئلة الشائعة

ما هو Shareflo؟

Read and update your UK cap table: instruments, stakeholders, holdings and account representatives.

كيف أثبّت Shareflo؟

يعمل كخادم بعيد. في Claude Code: claude mcp add --transport http shareflo 'https://mcp.shareflo.co.uk/mcp'. وفي العملاء الآخرين، الصق إعداد JSON من هذه الصفحة في إعدادات MCP الخاصة بهم.

هل يحتاج Shareflo إلى مفتاح API؟

لا يذكر إدراجه في السجل أي مفتاح أو سر إلزامي. قد تتطلب بعض الميزات حسابًا لدى الخدمة التي يتصل بها.

هل Shareflo مفتوح المصدر؟

نعم. شيفرته متاحة على GitHub بترخيص MIT.

من يصون Shareflo؟

ينشره richard-shareflo. يدرجه AI.tn لكنه لا يصونه ولا يوصي به.

من سجل MCP الرسمي. الإدراج ليس توصية: راجع شيفرة الخادم وصلاحياته قبل منحه الوصول إلى بياناتك.