About Shareflo
Shareflo MCP Server connects AI clients to UK startup cap table records and actions. It supports managing instruments, stakeholders, holdings, and account representatives, with access scoped to the authenticated company.
Key features
- 01View and create share or option classes
- 02View and add stakeholders
- 03Review and allot share or option holdings
- 04View or add account representatives
- 05OAuth authentication and company-scoped access
Use cases
- 01Review a startup’s stakeholders and holdings
- 02Create an option class and award options
- 03Manage users who access a company account
MCP support
The remote MCP server exposes Shareflo cap table data and actions over Streamable HTTP. OAuth authorizes access to the connected company’s records.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://mcp.shareflo.co.uk/mcpclaude mcp add --transport http uk-co-shareflo-shareflo https://mcp.shareflo.co.uk/mcp{"mcpServers":{"uk-co-shareflo-shareflo":{"type":"http","url":"https://mcp.shareflo.co.uk/mcp"}}}Open in Cursor{"servers":{"uk-co-shareflo-shareflo":{"type":"http","url":"https://mcp.shareflo.co.uk/mcp"}}}Open in VS Code{"mcpServers":{"uk-co-shareflo-shareflo":{"type":"http","url":"https://mcp.shareflo.co.uk/mcp"}}}{"mcpServers":{"uk-co-shareflo-shareflo":{"serverUrl":"https://mcp.shareflo.co.uk/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEShareflo 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
- 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.
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.