Connect Carta to Glean
Give Glean governed access to Carta’s 18 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add Carta to Glean in four steps
Admins approve the server once. Everyone in Glean then gets it through the same governed connection.
- 1
Approve Carta in Runlayer
Add Carta from the catalog and choose who can use it and which of its tools are allowed.
- 2
Connect Glean to Runlayer
Users add the Runlayer Plugin to Glean by following Runlayer’s setup guide. Glean reaches Carta’s 18 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Glean setup guide - 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
Use Carta from Glean
Carta’s approved tools appear in Glean. Every call is checked against policy and recorded.
Tools
18 Carta tools in Glean
Runlayer policy decides which of these Glean 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.
Control
What Runlayer can see and stop in Glean
Some controls apply to every client at the gateway. Others depend on what Glean exposes to Runlayer.
Gateway policy (available)
Every Carta call from Glean passes through Runlayer, where your policies can allow, alert, mask, or block it.
Audit trail (available)
Each call is recorded with the user, Glean as the client, the tool, and the policy and scanner decisions.
OTLP telemetry (available)
Glean can send supported OpenTelemetry events to Runlayer for observe-only session visibility.
Native enforcement adapter (not available)
Runlayer has no device-side adapter for Glean yet, so control happens at the gateway.
In Glean
- Runlayer sees Glean activity through OpenTelemetry traces for monitoring only; enforcement happens at the gateway.
Frequently asked questions
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