> ## Documentation Index
> Fetch the complete documentation index at: https://docs.toolshed.philo.ventures/llms.txt
> Use this file to discover all available pages before exploring further.

# Carta Plugin

> Carta Investor API — portfolio holdings, cap tables, stakeholders, securities, and valuations.

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

<Note>
  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.
</Note>

## 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:**

```json theme={null}
{
  "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:**

```json theme={null}
{
  "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:**

```json theme={null}
{
  "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:**

```json theme={null}
{
  "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:**

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