carta.com

Carta provides equity management, cap table, investor, and related financial workflow software. It also offers a CRM product for managing investment relationships, deals, fundraising, contacts, and notes.

3 integrations · MCP · REST

Carta exposes two documented HTTP APIs—a general OAuth-protected Carta API Platform REST API and a separate Carta CRM REST API—and one documented Carta CRM MCP server.

discovered 2mo ago

MCP servers1

Carta CRM MCPdiscoveredstreamable-http

REST · OpenAPI2

Carta API Platform REST APIdiscoveredrest
Carta CRM APIdiscoveredrest

Credentials

Carta OAuth app credentials (`client_id` and `client_secret`)oauth2Set up OAuth ↗

Register in the Carta developer portal, create an app, choose the OAuth grant type and scopes, then open View app details to copy your client_id and client_secret. Carta documents this in the Quickstart Guide. Production API access is invite/request based per the Introduction.

Carta CRM API keyapi_keyGet key ↗

Request API access from crm@carta.com. The CRM docs state that the Carta CRM API uses an API key and that access is provided on request; a sandbox account can also be created on request. See Welcome to the Carta CRM Docs.

conventions · 0/8 published

integrations.json✗/.well-known/integrations.json
llms.txt✗/llms.txt
API catalog✗/.well-known/api-catalog
OpenAPI document✗/api/schema/, /openapi.json, /swagger.json, /api/openapi.json, or /v1/openapi.json
MCP server card✗/.well-known/mcp/server-card.json
OAuth protected resource✗/.well-known/oauth-protected-resource
Agent card✗/.well-known/agent-card.json
Agent skills✗/.well-known/agent-skills/index.json

Publish these signals → /publishing