Carta Cap Table & Equity API
Carta's equity management platform API for managing cap tables, equity grants, option exercises, 409A valuations, and investor reporting. Enables programmatic access to company ownership data, employee equity schedules, and fundraising round data.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Highly sensitive equity and ownership data. OAuth required. SOC2 certified. FINANCIAL RISK for autonomous modifications.
⚡ Reliability
Best When
A startup or VC-backed company using Carta wants AI agents to query cap table data, equity positions, and investor information for reporting and financial planning.
Avoid When
You need to modify equity records — cap table changes require human legal oversight. FINANCIAL RISK: Equity data is highly sensitive legal and financial information.
Use Cases
- • Reading cap table data and ownership percentages for reporting agents
- • Retrieving equity grant details and vesting schedules for HR automation agents
- • Accessing 409A valuation data for financial planning agents
- • Querying investor and shareholder information for fundraising agents
Not For
- • Public company equity (Carta is focused on private company cap tables)
- • Real-time trading or secondary market transactions
- • Non-Carta equity platforms
Interface
Authentication
Carta OAuth 2.0. API access is limited — Carta controls developer access. Contact Carta for API credentials. Read-only scopes preferred for agents.
Pricing
Carta API access is controlled and requires approval. Contact Carta for developer access.
Agent Metadata
Known Gotchas
- ⚠ FINANCIAL RISK: Cap table data is highly sensitive legal and financial information
- ⚠ Carta API access is controlled — not publicly available, requires approval
- ⚠ No public MCP server available — agents must use REST API directly
- ⚠ Equity modifications require human legal and financial oversight
- ⚠ Cap table data includes personal ownership information — strict access controls required
Alternatives
Full Evaluation Report
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Package Brief
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Score Monitoring
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Scores are editorial opinions as of 2026-03-07.