Shareflo
Read and update your UK cap table: instruments, stakeholders, holdings and account representatives.
Install
Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).
claude mcp add --transport http shareflo 'https://mcp.shareflo.co.uk/mcp'{
"mcpServers": {
"shareflo": {
"type": "http",
"url": "https://mcp.shareflo.co.uk/mcp"
}
}
}Documentation
From the project's README on GitHub, refreshed weekly. Links open on GitHub.
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/mcpTransport: streamable-http
Connecting
- In your MCP client (e.g. Claude Desktop or Claude.ai), add a new connector using the endpoint above.
- You'll be redirected to log in to your Shareflo account via OAuth.
- 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
| Tool | Purpose |
|---|---|
get_instruments | Returns all share/option classes for your company |
create_instrument | Creates a new share class or option class |
get_stakeholders | Returns all stakeholders for your company |
create_stakeholder | Creates a new stakeholder |
get_holdings | Returns holdings (optionally filtered to a stakeholder) |
create_holding | Allots shares or awards options to a stakeholder |
get_representatives | Returns representatives for a stakeholder or all company users |
add_representative | Adds a new user to manage a stakeholder or company account |
unlock_shareflo | Internal 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.
Frequently asked questions
What is Shareflo?
Read and update your UK cap table: instruments, stakeholders, holdings and account representatives.
How do I install Shareflo?
It runs as a remote server. In Claude Code: claude mcp add --transport http shareflo 'https://mcp.shareflo.co.uk/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.
Does Shareflo need an API key?
Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.
Is Shareflo open source?
Yes. Its code is on GitHub under the MIT license.
Who maintains Shareflo?
It is published by richard-shareflo. AI.tn lists it but does not maintain or endorse it.
From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.