# Carta

```json
{
  "name": "Carta",
  "slug": "carta",
  "url": "https://composio.dev/toolkits/carta",
  "markdown_url": "https://composio.dev/toolkits/carta.md",
  "logo_url": "https://logos.composio.dev/api/carta",
  "categories": [
    "finance & accounting"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-11-12T05:32:22.818Z"
}
```

![Carta logo](https://logos.composio.dev/api/carta)

## Description

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Carta MCP or direct API to review cap tables, track equity grants, analyze compensation, and manage fund data through natural language.

## Summary

Carta is an equity management platform for cap tables, compensation, portfolios, and fund administration.
It helps companies and investors manage ownership data and financial operations in one place.

## Categories

- finance & accounting

## Toolkit Details

- Tools: 83

## Images

- Logo: https://logos.composio.dev/api/carta

## Authentication

- **Oauth2**
  - Type: `oauth2`
  - Description: Oauth2 authentication for Carta.
  - Setup:
    - Configure Oauth2 credentials for Carta.
    - Use the credentials when creating an auth config in Composio.
- **S2s Oauth2**
  - Type: `custom`
  - Description: S2s Oauth2 authentication for Carta.
  - Setup:
    - Configure S2s Oauth2 credentials for Carta.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Review Carta cap table ownership changes
- List outstanding equity grants by employee
- Summarize fund performance for this quarter

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `CARTA_ADJUST_INVESTOR_CAPITAL_CALL` | Adjust Investor Capital Call | Changes a capital call's total amount and reallocates it across interests while retaining the capital call ID. |
| `CARTA_CREATE_DRAFT_ISSUER` | Create Draft Issuer | Create a draft version of an issuer in Carta Launch. |
| `CARTA_CREATE_INVESTOR_CAPITAL_CALL` | Create Investor Capital Call | Create a capital call and allocate its fund-level amount across selected interests, or every interest when interest_ids is empty. By default, the call remains a draft. Warning: post_as_draft=false releases it to limited partners and posts its journal. |
| `CARTA_CREATE_INVESTOR_CARRIED_INTEREST_ALLOCATION` | Create Investor Carried Interest Allocation | Books externally calculated carried-interest changes as a manual allocation. The deltas must net to zero; no journal is posted. |
| `CARTA_CREATE_INVESTOR_MANAGEMENT_FEE` | Create Investor Management Fee | Book an externally calculated limited-partner management fee and post its journal. Per-interest amounts must sum exactly to the total amount. |
| `CARTA_CREATE_ISSUER_DRAFT_OPTION_GRANT` | Create Issuer Draft Option Grant | Create a draft option grant in an issuer's draft option grant set. |
| `CARTA_CREATE_ISSUER_SECONDARY_TRANSACTION` | Create Issuer Secondary Transaction | Create a secondary transaction on an issuer's capitalization table with the supplied external reference, right-of-first-refusal decision, buyer, price, and securities. Carta assigns its identifier, state, settlement fields, and finalization time. |
| `CARTA_DOWNLOAD_PORTFOLIO_FUND_INVESTMENT_DOCUMENT` | Download Portfolio Fund Investment Document | Download a portfolio fund investment document from Carta's temporary URL and return it as a stored file reference with its metadata and expiration. |
| `CARTA_FINALIZE_ISSUER_SECONDARY_TRANSACTION` | Finalize Issuer Secondary Transaction | Irreversibly finalize an existing issuer secondary transaction for settlement. |
| `CARTA_GET_COMPENSATION_BENCHMARK_ATTRIBUTES` | Get Compensation Benchmark Attributes | Retrieve valid compensation benchmark attributes for a corporation's Carta Total Compensation plan. |
| `CARTA_GET_CURRENT_USER` | Get Current User | Retrieve the Carta user associated with the access token that authorized the request. |
| `CARTA_GET_DRAFT_ISSUER` | Get Draft Issuer | Retrieve a draft issuer from Carta Launch by identifier. |
| `CARTA_GET_INVESTOR_CAPITAL_CALL` | Get Investor Capital Call | Retrieves a capital call, including its status and allocation across the fund's interests. |
| `CARTA_GET_INVESTOR_CAPITALIZATION_TABLE` | Get Investor Capitalization Table | Retrieve one capitalization table for a company investment within a specified investor firm and fund, optionally as of a date. |
| `CARTA_GET_INVESTOR_MANAGEMENT_FEE` | Get Investor Management Fee | Retrieves a management fee booked through Create Investor Management Fee, including the current state of its journal. |
| `CARTA_GET_INVESTOR_STAKEHOLDER_CAPITALIZATION_TABLE` | Get Investor Stakeholder Capitalization Table | Retrieve one page of stakeholder-group capitalization data for a company investment within a specified investor firm and fund, optionally as of a date. |
| `CARTA_GET_INVESTOR_WATERFALL_RESULT` | Get Investor Waterfall Result | Retrieve one saved waterfall result for a Carta investment firm by result ID. This beta endpoint requires access from a Carta representative. |
| `CARTA_GET_ISSUER` | Get Issuer | Retrieve one issuer accessible to the connected account by issuer ID. |
| `CARTA_GET_ISSUER_CAPITALIZATION_TABLE` | Get Issuer Capitalization Table | Retrieve an issuer's capitalization table by share class. |
| `CARTA_GET_ISSUER_CERTIFICATE` | Get Issuer Certificate | Retrieve one certificate belonging to the specified issuer by certificate ID. |
| `CARTA_GET_ISSUER_CONVERTIBLE_NOTE` | Get Issuer Convertible Note | Retrieve one convertible note belonging to the specified issuer by note ID. |
| `CARTA_GET_ISSUER_DRAFT_OPTION_GRANT` | Get Issuer Draft Option Grant | Retrieve a draft option grant from an issuer's draft option grant set. |
| `CARTA_GET_ISSUER_OPTION_GRANT` | Get Issuer Option Grant | Retrieve one option grant issued by the specified issuer by grant ID. |
| `CARTA_GET_ISSUER_RESTRICTED_STOCK_AWARD` | Get Issuer Restricted Stock Award | Retrieve one restricted stock award issued by the specified issuer by award ID. |
| `CARTA_GET_ISSUER_RESTRICTED_STOCK_UNIT` | Get Issuer Restricted Stock Unit | Retrieve one restricted stock unit issued by the specified issuer by unit ID. |
| `CARTA_GET_ISSUER_SECONDARY_TRANSACTION` | Get Issuer Secondary Transaction | Retrieve a secondary transaction from an issuer's capitalization table. |
| `CARTA_GET_ISSUER_STAKEHOLDER` | Get Issuer Stakeholder | Retrieve one stakeholder belonging to the specified issuer by stakeholder ID. |
| `CARTA_GET_ISSUER_STAKEHOLDER_CAPITALIZATION_TABLE` | Get Issuer Stakeholder Capitalization Table | Retrieve one page of an issuer's capitalization table grouped by stakeholder, optionally as of a date. |
| `CARTA_GET_ISSUER_STAKEHOLDER_EQUITY_SUMMARY` | Get Issuer Stakeholder Equity Summary | Retrieves a summary of a stakeholder's equity positions — certificates, option grants (ISO and NSO), restricted stock awards, and restricted stock units — at a given issuer. |
| `CARTA_GET_ISSUER_STOCK_SPLIT_ASSET_CHANGES` | Get Issuer Stock Split Asset Changes | For a set of securities and a reference time, report stock-split-driven changes. Store the returned `asOf` timestamp and send it back as `since` on the next request. |
| `CARTA_GET_OPEN_CAP_TABLE` | Get Open Cap Table | Get the processing record for a previously uploaded OCF package. |
| `CARTA_GET_PORTFOLIO` | Get Portfolio | Retrieve a shareholder portfolio by identifier. |
| `CARTA_GET_PORTFOLIO_ISSUER_CERTIFICATE` | Get Portfolio Issuer Certificate | Retrieve one certificate for the specified issuer within the specified portfolio by certificate ID. |
| `CARTA_GET_PORTFOLIO_ISSUER_CONVERTIBLE_NOTE` | Get Portfolio Issuer Convertible Note | Retrieve one convertible note for the specified issuer within the specified portfolio by note ID. |
| `CARTA_GET_PORTFOLIO_ISSUER_FAIR_MARKET_VALUE` | Get Portfolio Issuer Fair Market Value | Retrieve the current fair market value of an issuer in a portfolio. |
| `CARTA_GET_PORTFOLIO_ISSUER_OPTION_GRANT` | Get Portfolio Issuer Option Grant | Retrieve one option grant for the specified issuer within the specified portfolio by grant ID. |
| `CARTA_GET_PORTFOLIO_ISSUER_RESTRICTED_STOCK_AWARD` | Get Portfolio Issuer Restricted Stock Award | Retrieve one restricted stock award for the specified issuer within the specified portfolio by award ID. |
| `CARTA_GET_PORTFOLIO_ISSUER_RESTRICTED_STOCK_UNIT` | Get Portfolio Issuer Restricted Stock Unit | Retrieve one restricted stock unit for the specified issuer within the specified portfolio by unit ID. |
| `CARTA_LIST_COMPENSATION_BENCHMARKS` | List Compensation Benchmarks | Retrieve one page of compensation benchmarks for a corporation's Carta Total Compensation plan. |
| `CARTA_LIST_CORPORATIONS` | List Corporations | Retrieve one page of corporations that the connected Carta user can access. |
| `CARTA_LIST_INVESTOR_CAPITALIZATION_TABLES` | List Investor Capitalization Tables | Retrieves the capitalization tables for a given firm, fund, and investment company. |
| `CARTA_LIST_INVESTOR_CASH_BALANCES` | List Investor Cash Balances | Retrieves one page of cash balances for a firm and fund. Pass '-' as fund_id to retrieve balances across all funds in the firm. |
| `CARTA_LIST_INVESTOR_CERTIFICATES` | List Investor Certificates | Retrieve certificates issued by an investment company to a fund within a firm. |
| `CARTA_LIST_INVESTOR_CONVERTIBLE_NOTES` | List Investor Convertible Notes | Retrieve convertible notes and SAFEs issued by an investment company to a fund within a firm. |
| `CARTA_LIST_INVESTOR_FIRM_PERFORMANCE_METRICS` | List Investor Firm Performance Metrics | Retrieve one page of performance metrics aggregated across selected funds in a Carta firm. |
| `CARTA_LIST_INVESTOR_FIRMS` | List Investor Firms | Retrieve one page of investment firms available to the connected Carta account. |
| `CARTA_LIST_INVESTOR_FUND_INTERESTS` | List Investor Fund Interests | Retrieves one page of partner interests in a fund. An interest id is distinct from partnerId and is used by management-fee and carried-interest actions. |
| `CARTA_LIST_INVESTOR_FUND_PERFORMANCE_METRICS` | List Investor Fund Performance Metrics | Retrieve one page of Carta fund performance metrics, optionally grouped by fund, partner type, or partner. |
| `CARTA_LIST_INVESTOR_FUNDS` | List Investor Funds | Retrieve one page of investment funds belonging to a Carta investment firm. |
| `CARTA_LIST_INVESTOR_INVESTMENTS` | List Investor Investments | Retrieve one page of portfolio-company investments held by a Carta fund. |
| `CARTA_LIST_INVESTOR_PARTNER_CONTACTS` | List Investor Partner Contacts | Retrieve one page of contacts associated with partners across a Carta firm's funds. |
| `CARTA_LIST_INVESTOR_PARTNERS` | List Investor Partners | Retrieve one page of LPs, GPs, and other partners across a Carta firm's funds. |
| `CARTA_LIST_INVESTOR_WARRANTS` | List Investor Warrants | Retrieve investment warrants issued by an investment company to a fund within a firm. |
| `CARTA_LIST_INVESTOR_WATERFALL_HOLDINGS` | List Investor Waterfall Holdings | List feeder-fund holdings from saved waterfall results, including value, ownership, invested capital, and MOIC. This beta endpoint requires access from a Carta representative. |
| `CARTA_LIST_INVESTOR_WATERFALL_RESULTS` | List Investor Waterfall Results | List a firm's saved waterfall-modeling results, newest waterfall date first; unsaved runs and finalized portfolio valuations are excluded. This beta endpoint requires access from a Carta representative. |
| `CARTA_LIST_INVESTOR_WATERFALL_TARGETS` | List Investor Waterfall Targets | List deal structures and companies a Carta investment firm can run waterfalls on, including each target's stable ID and feeder funds. This beta endpoint requires access from a Carta representative. |
| `CARTA_LIST_ISSUER_CERTIFICATES` | List Issuer Certificates | List one page of certificates belonging to the specified issuer, optionally filtered by last-modified time range. |
| `CARTA_LIST_ISSUER_CONVERTIBLE_NOTES` | List Issuer Convertible Notes | List one page of convertible notes belonging to the specified issuer. |
| `CARTA_LIST_ISSUER_FAIR_MARKET_VALUES` | List Issuer Fair Market Values | Retrieve the fair market values of an issuer, which are the values of the issuer's securities as determined by the issuer's 409a valuations. |
| `CARTA_LIST_ISSUER_INTERESTS` | List Issuer Interests | List one page of interests issued by the specified issuer, optionally as of a date. |
| `CARTA_LIST_ISSUER_OPTION_EXERCISES` | List Issuer Option Exercises | Retrieve one page of option exercises issued by an issuer. |
| `CARTA_LIST_ISSUER_OPTION_GRANTS` | List Issuer Option Grants | List one page of option grants issued by the specified issuer, optionally filtered by last-modified time range. |
| `CARTA_LIST_ISSUER_POINTS_OF_CONTACT` | List Issuer Points Of Contact | List the specified issuer's points of contact in a single response. |
| `CARTA_LIST_ISSUER_RESTRICTED_STOCK_AWARDS` | List Issuer Restricted Stock Awards | List one page of restricted stock awards issued by the specified issuer, optionally filtered by last-modified time range. |
| `CARTA_LIST_ISSUER_RESTRICTED_STOCK_UNITS` | List Issuer Restricted Stock Units | List one page of restricted stock units issued by the specified issuer, optionally filtered by last-modified time range. |
| `CARTA_LIST_ISSUERS` | List Issuers | List one page of issuers accessible to the connected account. |
| `CARTA_LIST_ISSUER_SHARE_CLASSES` | List Issuer Share Classes | List one page of share classes issued by the specified issuer, optionally as of a date. |
| `CARTA_LIST_ISSUER_STAKEHOLDERS` | List Issuer Stakeholders | List one page of stakeholders belonging to the specified issuer. |
| `CARTA_LIST_ISSUER_TRANSACTIONS` | List Issuer Transactions | List one page of transaction history for the specified issuer's securities, filtered by the required security type. |
| `CARTA_LIST_ISSUER_VESTING_SCHEDULE_TEMPLATES` | List Issuer Vesting Schedule Templates | List one page of vesting schedule templates belonging to the specified issuer. |
| `CARTA_LIST_PORTFOLIO_FUND_INVESTMENT_DOCUMENTS` | List Portfolio Fund Investment Documents | Retrieve one page of fund investment documents for a portfolio. |
| `CARTA_LIST_PORTFOLIO_ISSUER_CERTIFICATES` | List Portfolio Issuer Certificates | List one page of certificates for the specified issuer within the specified portfolio, optionally filtered by last-modified time range. |
| `CARTA_LIST_PORTFOLIO_ISSUER_CONVERTIBLE_NOTES` | List Portfolio Issuer Convertible Notes | List one page of convertible notes for the specified issuer within the specified portfolio. |
| `CARTA_LIST_PORTFOLIO_ISSUER_OPTION_GRANTS` | List Portfolio Issuer Option Grants | List one page of option grants for the specified issuer within the specified portfolio, optionally filtered by last-modified time range. |
| `CARTA_LIST_PORTFOLIO_ISSUER_RESTRICTED_STOCK_AWARDS` | List Portfolio Issuer Restricted Stock Awards | List one page of restricted stock awards for the specified issuer within the specified portfolio, optionally filtered by last-modified time range. |
| `CARTA_LIST_PORTFOLIO_ISSUER_RESTRICTED_STOCK_UNITS` | List Portfolio Issuer Restricted Stock Units | List one page of restricted stock units for the specified issuer within the specified portfolio, optionally filtered by last-modified time range. |
| `CARTA_LIST_PORTFOLIO_ISSUERS` | List Portfolio Issuers | Retrieve one page of issuers in a shareholder portfolio. |
| `CARTA_LIST_PORTFOLIO_ISSUER_SECURITY_TRANSACTIONS` | List Portfolio Issuer Security Transactions | List one page of security transactions for the specified issuer within the specified portfolio. |
| `CARTA_LIST_PORTFOLIOS` | List Portfolios | Retrieve one page of shareholder portfolios. |
| `CARTA_UPDATE_ISSUER_MONEY_MOVEMENT` | Update Issuer Money Movement | Update money movement information for an issuer option exercise. |
| `CARTA_UPDATE_ISSUER_TAX_WITHHOLDING` | Update Issuer Tax Withholding | Update tax withholding information for an issuer option exercise. |
| `CARTA_UPLOAD_FILE` | Upload File | Synchronously upload a generic file to Carta as a base64-encoded JSON payload. |
| `CARTA_UPLOAD_OPEN_CAP_TABLE` | Upload Open Cap Table | Upload an Open Cap Table Format package in binary form for Carta to process. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
```python
pip install composio composio_openai openai
```

```typescript
npm install @composio/core @composio/openai openai
```

#### Path 1, Step 2: Create a Composio session

Initialize Composio with the OpenAI Responses provider and create a session scoped to Carta
```python
import json
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
client = OpenAI()

session = composio.create(user_id="your-user-id", toolkits=["carta"])
tools = session.tools()
```

```typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["carta"] });
const tools = await session.tools();
```

#### Path 1, Step 3: Run Carta tools with your agent

Send a request, execute the Carta tool calls through the session, and print the final answer
```python
response = client.responses.create(
    model="gpt-5.6-sol",
    tools=tools,
    input=[{"role": "user", "content": "List the stakeholders in my Carta cap table"}],
)

while True:
    tool_calls = [o for o in response.output if o.type == "function_call"]
    if not tool_calls:
        break
    results = composio.provider.handle_tool_calls(response=response, session=session)
    response = client.responses.create(
        model="gpt-5.6-sol",
        tools=tools,
        previous_response_id=response.id,
        input=[
            {"type": "function_call_output", "call_id": call.call_id, "output": json.dumps(results[i])}
            for i, call in enumerate(tool_calls)
        ],
    )

print(response.output_text)
```

```typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List the stakeholders in my Carta cap table" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK and your agent framework
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
```

#### Path 2, Step 2: Create a session with MCP enabled

Create a session scoped to Carta and read its MCP URL and headers
```python
from composio import Composio

composio = Composio()
session = composio.create(user_id="your-user-id", toolkits=["carta"], mcp=True)
```

```typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["carta"],
  mcp: true,
});
```

#### Path 2, Step 3: Connect your agent to the MCP server

Pass the session's MCP URL and headers to your agent and run a Carta request
```python
import asyncio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions, AssistantMessage, TextBlock

options = ClaudeAgentOptions(
    mcp_servers={
        "composio": {
            "type": "http",
            "url": session.mcp.url,
            "headers": session.mcp.headers,
        }
    },
    system_prompt="You are a helpful assistant with access to Carta tools.",
    tools=[],
    allowed_tools=["mcp__composio__*"],
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query("List the stakeholders in my Carta cap table")
        async for message in client.receive_response():
            if isinstance(message, AssistantMessage):
                for block in message.content:
                    if isinstance(block, TextBlock):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List the stakeholders in my Carta cap table",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
```

## Why Use Composio?

### 1. AI Native Carta Integration

- Supports both Carta MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Carta data

### 2. Managed Auth

- Built-in OAuth handling with automatic token refresh and rotation
- Central place to manage, scope, and revoke Carta access
- Per user and per environment credentials instead of hard-coded keys

### 3. Agent Optimized Design

- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf

### 4. Enterprise Grade Security

- Fine-grained RBAC so you control which agents and users can access Carta
- Scoped, least privilege access to Carta resources
- Full audit trail of agent actions to support review and compliance

## Use Carta with any AI Agent Framework

Choose a framework you want to connect Carta with:

- [ChatGPT](https://composio.dev/toolkits/carta/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/carta/framework/claude-cowork)
- [Hermes](https://composio.dev/toolkits/carta/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/carta/framework/atomic-agent)

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## Frequently Asked Questions

### Do I need my own developer credentials to use Carta with Composio?

Yes, Carta requires you to configure your own OAuth credentials. Once set up, Composio handles token storage, refresh, and lifecycle management for you.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

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[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)