Connect Vestd to your AI assistant
Equity questions answered in an instant
The Vestd MCP lets Claude and ChatGPT answer questions about your cap table, shares, options and filings, using your live data.
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FCA Regulated 
ISO‑27001 certified 
Top rated UK platform 
Why it works
Straight from the source
Answers come from your actual cap table, options, documents and filings data, not a best guess.
Stay where you are
No switching tabs or tools or copying info across; just ask your AI assistant directly and get what you need.
Safe and secure by design
You sign in as normal, so it only ever sees your own data, with the same security you'd expect logging into Vestd itself.
How it works
You ask ChatGPT or Claude a question
You type a plain-English question into your AI tool (Claude or ChatGPT). E.g. "How many options are left in our pool?
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The AI recognises it needs your data
Rather than guessing, it identifies that the answer requires real information it doesn't already have, and knows Vestd can provide it.
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The MCP server returns the data
The AI sends a structured request through the Vestd MCP, which pulls the relevant information (e.g. your option pool) directly from Vestd's live system.
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The AI answers using that data
The MCP server hands the real numbers back to the AI, which turns them into a clear, natural-language answer for you - total clarity, fewer clicks.
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"The platform gives us the flexibility to evolve as we grow; whether it’s incentivising leaders, bringing in new franchisees, or managing investment rounds. It means we can focus on execution, knowing the equity side is handled properly."
What you can ask
Ownership & rewards
Governance & compliance
People & paperwork
Example questions:
- Who owns more than 5% of the company?
- List all shareholders and their share classes.
- How many options are left in our option pool?
- Is our option pool big enough for the next two years of hires?
- What dividends were paid out over the last 12 months?
Example questions:
- Which shareholders still need to approve the latest share issue?
- List all resolutions passed in the last 12 months and their signing status.
- What filings have we made with Companies House this year?
- Find any share or option authorisations that are still pending.
- Have we filed our confirmation statement for this year?
Example questions:
- Find our most recent shareholder agreement and summarise it.
- List all directors past and present.
- List all current employees with unexercised options.
- Find the most recent filed accounts and summarise them.
- How many employees have left in the last 12 months, and what happened to their options?