Capy

com.capyinc由 capyinc.com 發布官方發布者v1.2.0更新於 Oct 27, 2026

Startup cap table: ownership, SAFEs, vesting and round modeling, plus drafts for admin approval.

已驗證Streamable HTTP可網頁執行效率與工作流金融商業與電商

概覽

AI 產生的概覽

Capy 的託管 MCP 端點讓 AI 助理讀取新創公司的股權結構表,並起草股權變更供管理員核准。

可以做什麼
  • 讀取股權結構表資料:股東、股份、選擇權、SAFE、股份類別、股權計畫、持股比例與歸屬安排。
  • 起草股權變更,例如授予、選擇權行使、取消、股東資料更新與董事會同意書。
  • 所有草稿維持待處理狀態,直到管理員在 Capy 中套用。
  • 依公司範圍授權,選擇已連線應用可以查看哪些公司。
適用情境
適合已將股權結構表放在 Capy 的創辦人與股權管理員,希望助理回答持股問題或準備授予與同意書草稿,而不直接更動紀錄。
執行需求
透過 streamable HTTP 連線 capyinc.com 的遠端端點;需要 OAuth 登入,並由使用者選擇應用可存取的公司。未宣告 API 金鑰或環境變數。
安裝前請注意
連線會將敏感的公司股權與股東資料暴露給 AI 應用。起草工具可產生授予、行使、取消與同意書的建議,但在管理員套用草稿前不會發生任何變更。Capy 不轉帳、不報稅,也不發送文件供簽署。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Capy,將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.capyinc%2Fcapy/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "mcpServers": {
    "capy": {
      "type": "http",
      "url": "https://capyinc.com/mcp"
    }
  }
}

README

[Capy mascot]

Capy

One thing done well: your cap table.

Open-source cap table management for founders. Import from Pulley, manage equity, and take your data with you.

[CI] [License: AGPL-3.0] [Latest release]

Use Capy · Self-host · AI apps · Contribute · Roadmap · Changelog

[Capy's cap table: stakeholders, equity plans, fully diluted shares, and ownership]

Why Capy

We were Pulley customers too. We wanted a small, understandable product we could keep running, with code we could inspect and data we could export. So we built Capy.

This repository contains the web app, backend functions, equity calculations, import/export code, and deployment configuration. The hosted service at capyinc.com runs this application. Self-hosted installations do not require a Capy subscription.

What you can do

WorkflowIncluded
Bring your cap tablePreview a detailed Pulley Excel export before signup; review reconciliation and warnings before saving; import contacts separately.
Manage equityTrack stakeholders, shares, options, SAFEs, share classes, and equity plans. Record corrections, option exercises, and cancellations with activity history.
Understand ownershipReview fully diluted ownership, plan reserves, and supported monthly vesting schedules. Search, sort, and filter the cap table.
Model fundraisingCompare priced-round dilution with pre-money and post-money SAFEs, caps, and discounts; save scenarios.
Share with stakeholdersGive a stakeholder access to their own holdings through an invitation that can be claimed once and revoked.
Keep recordsStore documents and save approval, offer, and communication drafts.
Take your dataDownload the cap table as Excel and individual tables as CSV.
Use it from AI appsConnect Claude, ChatGPT, Cursor, or another AI app over MCP to read the cap table and draft changes for an admin to apply.
See fundraising and SAFE screens

Model your next round

[Fundraising model with valuation, new investment, and ownership before and after a round]

Track your SAFEs

[SAFE records with investors, amounts, status, and conversion terms]

Screenshots use fictional companies and synthetic records.

Current scope

Capy is a young project with a working hosted product. We publish the implementation, checks, and limitations so you can evaluate it yourself.

The current release does not send documents for signature, move money, file taxes, provide 409A appraisals, or automate legal-document generation. Open Cap Table Format export is on the roadmap; exports today are Excel and CSV. Email verification/password recovery delivery and administrator-team invitations are not yet implemented.

Read supported workflows and boundaries and the Pulley import guide before migrating a company.

Use Capy from your AI app

Add https://capyinc.com/mcp to Claude, ChatGPT, Cursor, VS Code or another MCP client, sign in, and choose which companies the app can see. The app can read your cap table and, if you allow it, draft grants, exercises, cancellations, stakeholder updates and board consents. Nothing changes until an admin applies the draft in Capy. See connecting AI apps.

Run locally

Requirements: Bun 1.3.14, Node.js 24, and your own Convex project. Stripe and Cloudflare credentials are not needed for local development.

sh
git clone https://github.com/zain/capy.gitcd capybun install --frozen-lockfilecp apps/web/.env.example apps/web/.env.localbun run dev:setup

Create or select your own Convex project. Once the CLI has written packages/backend/.env.local, use a second terminal from the repository root to configure its development environment:

sh
cd packages/backendbunx convex env set SITE_URL http://localhost:3001bunx convex env set BETTER_AUTH_SECRET "$(openssl rand -hex 32)"bunx convex env set CAPY_SELF_HOSTED truecd ../..

The setup command waits for a successful push; if it reports missing environment variables, leave it running while setting them. Copy the deployment's .convex.cloud and .convex.site URLs into apps/web/.env.local, then:

sh
bun run dev

Open localhost:3001, create an account, and import a workbook or create an empty company. See the development guide for the full environment reference and troubleshooting.

Checks

sh
bun run check    # formatting, lint, production build, and TypeScriptbun run test     # import/export, calculations, billing, and webhook testsbun audit        # known dependency vulnerabilities

GitHub Actions runs these checks on pushes and pull requests, with a frozen lockfile and no production credentials. See CONTRIBUTING.md for the review and testing expectations.

Architecture

PartTechnology
Web appReact, TanStack Start, TypeScript
Database and server functionsConvex
AuthenticationBetter Auth with the Convex adapter
Calculations and validationDecimal.js and Zod
Excel import/exportExcelJS
ToolingBun and Vite+
Hosted web deploymentCloudflare Workers
text
apps/web/               Routes, product UI, authentication, imports, exports, and the MCP serverpackages/backend/       Convex schema, functions, permissions, and file storagepackages/equity/        Shared equity calculations, validation, and modelingpackages/ui/            Shared UI componentspackages/infra/         Cloudflare deployment commandscripts/                Production build helperdocs/                   Setup, architecture, product scope, and migration guides

Read the architecture guide for data flow and access boundaries. The self-hosting guide covers deployment on your own Cloudflare and Convex accounts, updates, and backups. Running the Convex server itself on your infrastructure is not yet a tested deployment path for this repository.

Maintainers and support

Built by Zain and Sina. Zain maintains this repository; [email protected] reaches the team.

Please use synthetic examples in public issues. See SUPPORT.md for what to include in a report.

License and acknowledgments

Capy is licensed under GNU AGPL v3.0 (AGPL-3.0-only). Contributions use the same license. Dependency and asset licenses remain with their respective authors; see THIRD_PARTY_NOTICES.md.

Built with Better T Stack, TanStack, Convex, Better Auth, and shadcn/ui. Capy is an independent project and is not affiliated with Pulley or Carta.

來源:README.md,提交 96672eb

工具

0
該伺服器需要登入,因此 SourceWeft 無法在沒有帳號的情況下讀取其工具,也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.2.0最新Oct 26, 2026

評分

已滿足適用檢查項的 85%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具15 分

    請讓伺服器在無憑證時回應 tools/list,或發布可在沙箱中無憑證啟動的軟體包。

  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分