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Connect Carta to Claude Cowork

Give Claude Cowork governed access to Carta’s 18 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Claude Cowork setup guide

Set up

Add Carta to Claude Cowork in four steps

Admins approve the server once. Everyone in Claude Cowork then gets it through the same governed connection.

  1. 1

    Approve Carta in Runlayer

    Add Carta from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect Claude Cowork to Runlayer

    Claude Cowork gets connector tools through the Runlayer Plugin. With direct tool listing turned on for your deployment, Carta’s 18 tools show up in Claude Cowork’s own tool list.

    Claude Cowork setup guide
  3. 3

    Sign in to Carta

    Sign in the way Carta requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Carta from Claude Cowork

    Carta’s approved tools appear in Claude Cowork. Every call is checked against policy and recorded.

Tools

18 Carta tools in Claude Cowork

Runlayer policy decides which of these Claude Cowork users can call.

  • Call tool

    Run a Carta tool that search_tools found.

  • Cap table chart

    Show a visual cap table summary with ownership breakdown by share class.

  • Discover

    List available Carta commands or views across all domains.

  • Fetch

    Execute a named Carta read command.

  • Get current user

    Get the currently authenticated Carta user's profile.

  • List accounts

    List all companies and organizations the current user has access to.

  • List contexts

    Show which firms you have access to in Carta Fund Admin and which one is currently active.

  • List resources

    List all available resources and resource templates.

See all 18 Carta tools

Control

What Runlayer can see and stop in Claude Cowork

Some controls apply to every client at the gateway. Others depend on what Claude Cowork exposes to Runlayer.

  • Gateway policy (available)

    Every Carta call from Claude Cowork passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Claude Cowork as the client, the tool, and the policy and scanner decisions.

  • Anthropic inference hooks (available)

    Anthropic Inference hooks let Runlayer check Claude Cowork prompts before inference.

  • OTLP telemetry (available)

    Claude Cowork can send supported OpenTelemetry events to Runlayer for observe-only session visibility.

  • Stop a call before it runs (available)

    Runlayer can reject a Claude Cowork prompt before Anthropic runs it, which stops the whole request rather than one tool call.

  • Block output after it runs (available)

    Because Runlayer checks the full prompt, tool results in it can be blocked before the model sees them.

  • Redact output in place (not available)

    Runlayer cannot mask content in Claude Cowork. The gateway still applies policy to the call.

In Claude Cowork

  • Cowork session data sent over OpenTelemetry is for monitoring only and cannot stop anything.

Frequently asked questions

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