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Connect Carta to Claude

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

Book a demo Claude setup guide

Set up

Add Carta to Claude in four steps

Admins approve the server once. Everyone in Claude 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 to Runlayer

    Admins install the Runlayer Plugin for everyone from Claude’s admin plugin settings, or users add it themselves. With direct tool listing turned on for your deployment, Carta’s 18 tools show up in Claude’s own tool list.

    Claude 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

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

Tools

18 Carta tools in Claude

Runlayer policy decides which of these Claude 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

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

  • Gateway policy (available)

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

  • Audit trail (available)

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

  • Anthropic inference hooks (available)

    With Claude Enterprise, Anthropic sends each governed Claude prompt to Runlayer before inference, with nothing installed on devices (Anthropic beta).

  • Compliance API import (available)

    Anthropic Compliance API imports Claude web and desktop chats for review.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Stop a call before it runs (available)

    Runlayer can reject a Claude 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)

    Anthropic Inference hooks cannot return a rewritten prompt, so Runlayer cannot mask content in Claude. The gateway still applies policy to the call.

Frequently asked questions

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