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_toolRun a Carta tool that search_tools found.
Cap table chart
Tool name:
cap_table_chartShow a visual cap table summary with ownership breakdown by share class.
Discover
Tool name:
discoverList available Carta commands or views across all domains.
Fetch
Tool name:
fetchExecute a named Carta read command.
Get current user
Tool name:
get_current_userGet the currently authenticated Carta user's profile.
List accounts
Tool name:
list_accountsList all companies and organizations the current user has access to.
List contexts
Tool name:
list_contextsShow which firms you have access to in Carta Fund Admin and which one is currently active.
List resources
Tool name:
list_resourcesList all available resources and resource templates.
Mutate
Tool name:
mutateExecute a write command (POST, PATCH, PUT, DELETE) against Carta.
Read resource
Tool name:
read_resourceRead a resource by its URI.
Request permissions
Tool name:
request_permissionsGenerate an authorization link to grant Carta MCP access to your account.
Search tools
Tool name:
search_toolsMost Carta commands are not in your tool list.
Set context
Tool name:
set_contextSwitch to a different firm.
Skill checkpoint
Tool name:
skill_checkpointEXPLICIT INVOCATION ONLY — do not call this tool autonomously or proactively.
Track UI event
Tool name:
track_ui_eventRecord 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_remoteRender an interactive Carta view backed by a Module Federation remote.
View static
Tool name:
view_staticRender an interactive Carta view backed by server-bundled HTML.
Welcome
Tool name:
welcomeGet 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.
