# Carta

> Carta cap table and equity management - read and manage stakeholders, instruments, holdings, valuations and more.

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](https://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 |