How to connect Carta to Claude

Changes a capital call's total amount and reallocates it across interests while retaining the capital call ID.

Create a draft version of an issuer in Carta Launch.

Create a capital call and allocate its fund-level amount across selected interests, or every interest when interest_ids is empty.

Books externally calculated carried-interest changes as a manual allocation.

Book an externally calculated limited-partner management fee and post its journal.

Create a draft option grant in an issuer's draft option grant set.

Create a secondary transaction on an issuer's capitalization table with the supplied external reference, right-of-first-refusal decision, buyer, price, and securities.

Download a portfolio fund investment document from Carta's temporary URL and return it as a stored file reference with its metadata and expiration.

Irreversibly finalize an existing issuer secondary transaction for settlement.

Retrieve valid compensation benchmark attributes for a corporation's Carta Total Compensation plan.

Retrieve the Carta user associated with the access token that authorized the request.

Retrieve a draft issuer from Carta Launch by identifier.

Retrieves a capital call, including its status and allocation across the fund's interests.

Retrieve one capitalization table for a company investment within a specified investor firm and fund, optionally as of a date.

Retrieves a management fee booked through Create Investor Management Fee, including the current state of its journal.

Retrieve one page of stakeholder-group capitalization data for a company investment within a specified investor firm and fund, optionally as of a date.

Retrieve one saved waterfall result for a Carta investment firm by result ID.

Retrieve one issuer accessible to the connected account by issuer ID.

Retrieve an issuer's capitalization table by share class.

Retrieve one certificate belonging to the specified issuer by certificate ID.

Retrieve one convertible note belonging to the specified issuer by note ID.

Retrieve a draft option grant from an issuer's draft option grant set.

Retrieve one option grant issued by the specified issuer by grant ID.

Retrieve one restricted stock award issued by the specified issuer by award ID.

Retrieve one restricted stock unit issued by the specified issuer by unit ID.

Retrieve a secondary transaction from an issuer's capitalization table.

Retrieve one stakeholder belonging to the specified issuer by stakeholder ID.

Retrieve one page of an issuer's capitalization table grouped by stakeholder, optionally as of a date.

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.

For a set of securities and a reference time, report stock-split-driven changes.

Get the processing record for a previously uploaded OCF package.

Retrieve a shareholder portfolio by identifier.

Retrieve one certificate for the specified issuer within the specified portfolio by certificate ID.

Retrieve one convertible note for the specified issuer within the specified portfolio by note ID.

Retrieve the current fair market value of an issuer in a portfolio.

Retrieve one option grant for the specified issuer within the specified portfolio by grant ID.

Retrieve one restricted stock award for the specified issuer within the specified portfolio by award ID.

Retrieve one restricted stock unit for the specified issuer within the specified portfolio by unit ID.

Retrieve one page of compensation benchmarks for a corporation's Carta Total Compensation plan.

Retrieve one page of corporations that the connected Carta user can access.

Retrieves the capitalization tables for a given firm, fund, and investment company.

Retrieves one page of cash balances for a firm and fund.

Retrieve certificates issued by an investment company to a fund within a firm.

Retrieve convertible notes and SAFEs issued by an investment company to a fund within a firm.

Retrieve one page of performance metrics aggregated across selected funds in a Carta firm.

Retrieve one page of investment firms available to the connected Carta account.

Retrieves one page of partner interests in a fund.

Retrieve one page of Carta fund performance metrics, optionally grouped by fund, partner type, or partner.

Retrieve one page of investment funds belonging to a Carta investment firm.

Retrieve one page of portfolio-company investments held by a Carta fund.

Retrieve one page of contacts associated with partners across a Carta firm's funds.

Retrieve one page of LPs, GPs, and other partners across a Carta firm's funds.

Retrieve investment warrants issued by an investment company to a fund within a firm.

List feeder-fund holdings from saved waterfall results, including value, ownership, invested capital, and MOIC.

List a firm's saved waterfall-modeling results, newest waterfall date first; unsaved runs and finalized portfolio valuations are excluded.

List deal structures and companies a Carta investment firm can run waterfalls on, including each target's stable ID and feeder funds.

List one page of certificates belonging to the specified issuer, optionally filtered by last-modified time range.

List one page of convertible notes belonging to the specified issuer.

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.

List one page of interests issued by the specified issuer, optionally as of a date.

Retrieve one page of option exercises issued by an issuer.

List one page of option grants issued by the specified issuer, optionally filtered by last-modified time range.

List the specified issuer's points of contact in a single response.

List one page of restricted stock awards issued by the specified issuer, optionally filtered by last-modified time range.

List one page of restricted stock units issued by the specified issuer, optionally filtered by last-modified time range.

List one page of issuers accessible to the connected account.

List one page of share classes issued by the specified issuer, optionally as of a date.

List one page of stakeholders belonging to the specified issuer.

List one page of transaction history for the specified issuer's securities, filtered by the required security type.

List one page of vesting schedule templates belonging to the specified issuer.

Retrieve one page of fund investment documents for a portfolio.

List one page of certificates for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.

List one page of convertible notes for the specified issuer within the specified portfolio.

List one page of option grants for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.

List one page of restricted stock awards for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.

List one page of restricted stock units for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.

Retrieve one page of issuers in a shareholder portfolio.

List one page of security transactions for the specified issuer within the specified portfolio.

Retrieve one page of shareholder portfolios.

Update money movement information for an issuer option exercise.

Update tax withholding information for an issuer option exercise.

Synchronously upload a generic file to Carta as a base64-encoded JSON payload.

Upload an Open Cap Table Format package in binary form for Carta to process.