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Connect Carta to Hermes

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

Set up

Add Carta to Hermes in four steps

Admins approve the server once. Everyone in Hermes 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 Hermes to Runlayer

    Users add the Runlayer Plugin to Hermes by following Runlayer’s setup guide. Hermes reaches Carta’s 18 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Hermes 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 Hermes

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

Tools

18 Carta tools in Hermes

Runlayer policy decides which of these Hermes 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 Hermes

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

  • Gateway policy (available)

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

  • Audit trail (available)

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

  • Client hooks (available)

    Capture supported prompts, reasoning, local and MCP tool calls, responses, and scanner decisions in real time.

  • Stop a call before it runs (available)

    Runlayer can deny a tool call before Hermes runs it.

  • Block output after it runs (available)

    Runlayer can block a tool’s output in Hermes and show a message in its place.

  • Redact output in place (not available)

    Hermes cannot take masked output, so Runlayer can block a tool’s output but not mask it. The gateway still applies policy to the call.

In Hermes

  • Hermes can replace blocked tool output with a message, but its after-call event is for monitoring only.

Frequently asked questions

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