Carta

Live 62 Actions

Carta Integration for AI Agents

Connect your AI agent to 62 Carta actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Carta AI Agent Actions

62 production-ready actions for your agent to do more on Carta.

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62 Actions

Get Capitalization Table - Retrieve an issuer's capitalization table summary.

Get Stakeholder Capitalization Table - Retrieve the stakeholder-level capitalization table for an issuer.

Create A Draft Option Grant - Create a draft option grant inside a draft option grant set.

Get Draft Option Grant - Retrieve a single draft option grant by id.

List Option Exercises - List option exercises issued by the specified issuer.

Update Option Exercise Money Movement - Record money movement information for an option exercise.

Update Option Exercise Tax Withholding - Record tax withholding information for an option exercise.

List Interests - List profits interests issued by the specified issuer.

Get Certificate - Retrieve a stock certificate by id for the specified issuer.

Get Convertible Note - Retrieve a convertible note by id for the specified issuer.

Get Option Grant - Retrieve an option grant by id for the specified issuer.

Get Restricted Stock Award - Retrieve a restricted stock award by id for the specified issuer.

Get Restricted Stock Unit - Retrieve a restricted stock unit by id for the specified issuer.

List Certificates - List stock certificates issued by the specified issuer.

List Convertible Notes - List convertible notes issued by the specified issuer.

List Option Grants - List option grants issued by the specified issuer.

List Restricted Stock Awards - List restricted stock awards issued by the specified issuer.

List Restricted Stock Units - List restricted stock units issued by the specified issuer.

List Vesting Schedule Templates - List vesting schedule templates configured on the issuer.

List Transactions - List transactions on securities issued by the specified issuer.

Get Issuer - Retrieve an issuer by id.

Get Stakeholder - Retrieve a stakeholder by id for the specified issuer.

List Fair Market Values - List fair market values recorded on the specified issuer.

List Issuers - List issuers accessible to the authenticated caller.

List Points Of Contact - List the primary points of contact for the specified issuer.

List Share Classes - List share classes issued by the specified issuer.

List Stakeholders - List stakeholders on the specified issuer.

List Cash Balances - List cash balances for a firm and fund.

Get Capitalization Table - Get a capitalization table for an investment company under a firm and fund.

Get Stakeholder Capitalization Table - Get the stakeholder capitalization table for an investment company under a firm and fund.

List Capitalization Tables - List the capitalization tables for an investment company under a firm and fund.

List Partner Contacts - List partner contacts for a firm, optionally filtered by fund or partner.

List Firm Performance Metrics - List aggregated fund performance metrics for a firm.

List Fund Performance Metrics - List performance metrics for a specific fund under a firm.

List Certificates - List certificates for an investment under a firm and fund.

List Convertible Notes - List convertible notes for an investment under a firm and fund.

List Firms - List the investor firms available to the authenticated user.

List Funds - List the funds held by an investor firm.

List Investments - List the investments under a firm's fund.

Download Fund Investment Document - Download a fund investment document held by a shareholder portfolio.

List Fund Investment Documents - List fund investment documents held by a shareholder portfolio.

Get Certificate - Get a certificate held by a shareholder portfolio for a given issuer.

Get Convertible Note - Get a convertible note held by a shareholder portfolio for a given issuer.

Get Option Grant - Get an option grant held by a shareholder portfolio for a given issuer.

Get Restricted Stock Award - Get a restricted stock award held by a shareholder portfolio for a given issuer.

Get Restricted Stock Unit - Get a restricted stock unit held by a shareholder portfolio for a given issuer.

List Certificates - List certificates held by a shareholder portfolio for a given issuer.

List Convertible Notes - List convertible notes held by a shareholder portfolio for a given issuer.

List Option Grants - List option grants held by a shareholder portfolio for a given issuer.

List Restricted Stock Awards - List restricted stock awards held by a shareholder portfolio for a given issuer.

List Restricted Stock Units - List restricted stock units held by a shareholder portfolio for a given issuer.

Get Fair Market Value For Portfolio Issuer - Get the fair market value used for a shareholder portfolio holdings from an issuer.

Get Shareholder Portfolio - Get a shareholder portfolio by its identifier.

List Portfolio Issuers - List issuers whose securities are held in a shareholder portfolio.

List Shareholder Portfolios - List shareholder portfolios accessible to the authenticated user.

List Corporations - List the corporations (issuers) available to the authenticated user.

Get Compensation Benchmark Attributes - Get the set of attribute values that can be used to query compensation benchmarks for a corporation.

Get Compensation Benchmarks - Get compensation benchmarks for a corporation, filtered by peer group, location, and role segmentation.

Create Draft Issuer - Create a new draft issuer in Carta Launch with issuer details, share class configuration, and initial certificates.

Get Draft Issuer - Retrieve a single draft issuer from Carta Launch by its unique identifier.

Get Open Cap Table - Get an Open Cap Table record related to a previously uploaded OCF package.

Get Current User - Retrieve the authenticated user's profile.

Do More, Build Less

Integration Infrastructure for Carta AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Carta MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Carta action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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