Carta Plugin

Plugin ID: carta | Auth: OAuth2 (with PKCE) | Scopes: read

Carta’s API is invite-only and requires SOC 2 Type 2 certification. This plugin is built against the documented Investor API. Use https://mock-api.carta.com for prototyping until API access is granted.

Tools

carta.portfolio.list

Name: List Portfolio Holdings List portfolio company holdings for the authenticated investor. Input:

Parameter	Type	Required	Default	Description
`limit`	`integer`	No	`50`	Max results
`offset`	`integer`	No	`0`	Pagination offset

Output:

{
  "holdings": [
    { "companyId": "co_123", "companyName": "Acme AI", "ownershipPercentage": 12.5, "totalInvested": 2000000, "currentValue": 8500000 }
  ]
}

carta.captable.get

Name: Get Cap Table Get the cap table for a portfolio company at the share-class level. Input:

Parameter	Type	Required	Description
`companyId`	`string`	Yes	Carta company ID

Output:

{
  "companyId": "co_123",
  "shareClasses": [
    { "name": "Series A Preferred", "authorizedShares": 10000000, "outstandingShares": 8000000, "pricePerShare": 1.25 }
  ]
}

carta.stakeholders.list

Name: List Stakeholders List stakeholders (shareholders, option holders) for a portfolio company. Input:

Parameter	Type	Required	Default	Description
`companyId`	`string`	Yes	—	Carta company ID
`limit`	`integer`	No	`50`	Max results
`offset`	`integer`	No	`0`	Pagination offset

Output:

{
  "stakeholders": [
    { "id": "sh_1", "name": "Jane Founder", "email": "jane@acme.ai", "stakeholderType": "founder", "totalShares": 5000000 }
  ]
}

carta.securities.list

Name: List Securities List securities (stock grants, option grants, convertible notes, SAFEs) for a portfolio company. Input:

Parameter	Type	Required	Default	Description
`companyId`	`string`	Yes	—	Carta company ID
`limit`	`integer`	No	`50`	Max results
`offset`	`integer`	No	`0`	Pagination offset

Output:

{
  "securities": [
    { "id": "sec_1", "securityType": "option_grant", "shareClassName": "Common Stock", "quantity": 100000, "issueDate": "2025-06-01", "exercisePrice": 0.50 }
  ]
}

carta.valuations.get

Name: Get Valuations Get the latest 409A valuation and fair market value for a portfolio company. Input:

Parameter	Type	Required	Description
`companyId`	`string`	Yes	Carta company ID

Output:

{
  "companyId": "co_123",
  "valuations": [
    { "effectiveDate": "2026-01-15", "fairMarketValue": 1.25, "pricePerShare": 1.25, "valuationType": "409A" }
  ]
}

Getting Started

Guides

Plugins

Tools

carta.portfolio.list

carta.captable.get

carta.stakeholders.list

carta.securities.list

carta.valuations.get

​Tools

​carta.portfolio.list

​carta.captable.get

​carta.stakeholders.list

​carta.securities.list

​carta.valuations.get

Tools

carta.portfolio.list

carta.captable.get

carta.stakeholders.list

carta.securities.list

carta.valuations.get