Guides Company Secretary Shareholders

Shareholders

Screen walkthrough

What it does

Shareholders stores details of every person or entity that holds shares in your company. Each record includes personal details, address, and a history of their share transactions.

Key actions

  • Add shareholders with personal and address details
  • View shareholding history per person
  • Edit and update shareholder information
  • Remove former shareholders

Getting started

Go to Company Secretary > Cap Table > Shareholders. Add each shareholder and then record their share allotments from the Cap Table.

Agent-First CLI

Agents and developers can perform these actions via the numbors CLI or MCP tools — no UI needed.

> numbors do "Show shareholders"
List company shareholders

Install: npm install -g numbors · Full API reference

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