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Carta

Access Carta cap tables, ownership, valuations, fund performance, portfolio companies, and accounting data.

Tools

18 available tools

Search the tool definitions captured from the MCP server. The live list can vary with version, deployment, and credentials.

18 tools found.

  • Call tool

    Tool name: call_tool

    Run a Carta tool that search_tools found.

  • Cap table chart

    Tool name: cap_table_chart

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

  • Discover

    Tool name: discover

    List available Carta commands or views across all domains.

  • Fetch

    Tool name: fetch

    Execute a named Carta read command.

  • Get current user

    Tool name: get_current_user

    Get the currently authenticated Carta user's profile.

  • List accounts

    Tool name: list_accounts

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

  • List contexts

    Tool name: list_contexts

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

  • List resources

    Tool name: list_resources

    List all available resources and resource templates.

  • Mutate

    Tool name: mutate

    Execute a write command (POST, PATCH, PUT, DELETE) against Carta.

  • Read resource

    Tool name: read_resource

    Read a resource by its URI.

  • Request permissions

    Tool name: request_permissions

    Generate an authorization link to grant Carta MCP access to your account.

  • Search tools

    Tool name: search_tools

    Most Carta commands are not in your tool list.

  • Set context

    Tool name: set_context

    Switch to a different firm.

  • Skill checkpoint

    Tool name: skill_checkpoint

    EXPLICIT INVOCATION ONLY — do not call this tool autonomously or proactively.

  • Track UI event

    Tool name: track_ui_event

    Record a UI event (e.g. a click, view, or other interaction) from an interface Carta renders through MCP — an MCP App, a Claude Artifact, or an embedded micro-app — so it shows up in analytics.

  • View remote

    Tool name: view_remote

    Render an interactive Carta view backed by a Module Federation remote.

  • View static

    Tool name: view_static

    Render an interactive Carta view backed by server-bundled HTML.

  • Welcome

    Tool name: welcome

    Get a welcome message from Carta MCP.

Compatibility

Connect Carta to the clients your teams already use

27 AI clients can connect to Carta through Runlayer. Pick one for its setup steps and controls.

Why Runlayer

Why connect Carta through Runlayer?

One approved path

Approve Carta once and everyone gets it in the AI clients they already use. Runlayer holds the credentials, so nothing sits in client configuration.

Fine-grained policy

Control who can use each server, tool, and resource, and under which runtime conditions.

Runtime security

Scan tool inputs and outputs for prompt injection, credential exposure, PII, and data exfiltration, then alert, mask, or block.

Audit and observability

Trace every request across users, clients, tools, policies, scanner decisions, and downstream systems.

Frequently asked questions