Shareflo

uk.co.sharefloPublished by shareflo.co.ukOfficial publisherv1.0.1Updated Oct 24, 2026

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

VerifiedStreamable HTTPWeb executableFinance Business & Commerce

Server details

Identifier: uk.co.shareflo/shareflo
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Sep 16, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified that this server's namespace belongs to shareflo.co.uk, which also runs its endpoint. That identifies the publisher; it does not make the server's tools safe.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

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Overview

AI-generated overview

Shareflo's OAuth-protected remote MCP server lets an assistant read and update a UK startup's cap table: share and option classes, stakeholders, holdings and,

What you can do: Read share and option classes, stakeholders, holdings and account representatives for the company, optionally filtered to one stakeholder or user. Create new share or option classes, add stakeholders, and allot shares or award options to them. Add a user as representative to manage a stakeholder or the company account. An internal initialization tool returns the operating rules the other tools follow.
When to use it: Useful for UK early-stage startups already managing equity on Shareflo that want an assistant to look up cap table data or make changes such as creating an option class or awarding options, without opening the web app.
Requirements: A remote streamable-HTTP endpoint; no local runtime, API keys or manual credentials. Requires a Shareflo account and OAuth login through Shareflo, with access scoped to the authenticated user's company.

Before you install

Several tools write data: creating instruments, stakeholders and holdings, and adding representatives who can manage a stakeholder or the company account. Equity records are sensitive and changes may affect Companies House compliance, so review write actions before confirming. Access is limited to the authenticated user's company by Shareflo's own privacy rules.

Installation

In SourceWeft

Open Shareflo in the dashboard and add it to a workspace.
Connect the required credentials. They are stored privately and never shown on public pages.
Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/uk.co.shareflo%2Fshareflo/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "shareflo": {
      "type": "http",
      "url": "https://mcp.shareflo.co.uk/mcp"
    }
  }
}

README

Shareflo MCP Server

[smithery badge]

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

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.

Source: README.md at commit 8f80c7d

Tools

This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

v1.0.1LatestSep 29, 2026
v1.0.0Sep 16, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 daysRequired25 pts
Auth declaredRequired10 pts
Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts