CA

Carta

Lets an agent read and manage your Carta cap table - stakeholders, equity instruments, holdings, transactions, valuations, documents, fundraising rounds and audit logs.

What it can do

Method	What it does
carta_whoami	Get the authenticated user and firm info, including accessible firm details.
carta_list_stakeholders	List stakeholders (investors, employees, advisors); optional search, type filter and pagination.
carta_get_stakeholder	Get one stakeholder by id.
carta_create_stakeholder	Create a stakeholder - requires name; optional email, type, metadata.
carta_update_stakeholder	Update a stakeholder's name, email or metadata.
carta_list_instruments	List equity instruments (common, preferred, options, etc.); optional type filter and pagination.
carta_get_instrument	Get one equity instrument by id.
carta_create_instrument	Create an equity instrument - requires name and instrument_type.
carta_list_holdings	List equity holdings (grants, shares); optional stakeholder, instrument and pagination filters.
carta_get_holding	Get one holding by id.
carta_create_holding	Create a holding (grant/issuance) - requires stakeholder, instrument and quantity; optional vesting details.
carta_update_holding	Update a holding's quantity or status.
carta_delete_holding	Delete (cancel) a holding by id.
carta_list_transactions	List cap table transactions; optional stakeholder, transaction_type and pagination.
carta_list_valuations	List valuations (409A, fundraising rounds, etc.); optional pagination.
carta_get_valuation	Get one valuation by id.
carta_create_valuation	Create a valuation - requires valuation_date and price_per_share; optional type.
carta_list_documents	List documents (agreements, cap table, etc.); optional document_type and pagination.
carta_get_document	Get one document by id.
carta_list_fundraunds	List fundraising rounds; optional pagination.
carta_get_fundround	Get one fundraising round by id.
carta_get_cap_table	Get the current cap table snapshot; optional as_of_date for a historical snapshot.
carta_list_audit_logs	List audit logs of changes to the cap table, documents, etc.; optional action_type and pagination.

How to get credentials

Carta connects through OAuth 2.0 - there is no key to paste. The Carta API is enterprise-gated, so you need API access enabled for your firm before connecting.

1. Contact Carta sales to enable API access and obtain OAuth credentials for your firm.
2. In FlyMyAI, open the Carta connector and click Connect to start the OAuth flow at app.carta.com/oauth/authorize.
3. Sign in to Carta and authorize FlyMyAI with the firm membership and scopes the agent needs.
4. FlyMyAI stores and refreshes the access token automatically - you do not manage the token by hand.

WRITE actions (create, update, delete) require your confirmation in chat before they run.

Fields to fill in FlyMyAI

FlyMyAI field	Where it comes from
CARTA_ACCESS_TOKEN	Set automatically by the OAuth flow - no manual entry needed
CARTA_FIRM_ID (optional)	Your Carta firm id, for firm-specific operations

❤️We love our partners - FlyMy.AI builds with the best. Thanks, Carta!