Connect Carta to Microsoft 365 Copilot
Give Microsoft 365 Copilot governed access to Carta’s 18 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add Carta to Microsoft 365 Copilot in four steps
Admins approve the server once. Everyone in Microsoft 365 Copilot 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 Microsoft 365 Copilot to Runlayer
Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Carta’s 18 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Microsoft 365 Copilot 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 Microsoft 365 Copilot
Carta’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.
Tools
18 Carta tools in Microsoft 365 Copilot
Runlayer policy decides which of these Microsoft 365 Copilot 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 Microsoft 365 Copilot
Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.
Gateway policy (available)
Every Carta call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.
Audit trail (available)
Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.
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.
Native enforcement adapter (not available)
Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.
Frequently asked questions
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