Add Carta to your AI agent
Carta provides equity, cap table, compensation, portfolio, and fund administration APIs.
- Things your agent can do in Carta
- 83
Things your AI can do in Carta
Your FormWise AI can handle any of these in Carta — on its own, without you needing to click a button.
Adjust Investor Capital Call
Changes a capital call's total amount and reallocates it across interests while retaining the capital call ID.
Create Draft Issuer
Create a draft version of an issuer in Carta Launch.
Create Investor Capital Call
Create a capital call and allocate its fund-level amount across selected interests, or every interest when interest_ids is empty. By default, the call remains a draft. Warning: post_as_draft=false releases it to limited partners and posts its journal.
Create Investor Carried Interest Allocation
Books externally calculated carried-interest changes as a manual allocation. The deltas must net to zero; no journal is posted.
Create Investor Management Fee
Book an externally calculated limited-partner management fee and post its journal. Per-interest amounts must sum exactly to the total amount.
Create Issuer Draft Option Grant
Create a draft option grant in an issuer's draft option grant set.
Create Issuer Secondary Transaction
Create a secondary transaction on an issuer's capitalization table with the supplied external reference, right-of-first-refusal decision, buyer, price, and securities. Carta assigns its identifier, state, settlement fields, and finalization time.
Download Portfolio Fund Investment Document
Download a portfolio fund investment document from Carta's temporary URL and return it as a stored file reference with its metadata and expiration.
Finalize Issuer Secondary Transaction
Irreversibly finalize an existing issuer secondary transaction for settlement.
Get Compensation Benchmark Attributes
Retrieve valid compensation benchmark attributes for a corporation's Carta Total Compensation plan.
Get Current User
Retrieve the Carta user associated with the access token that authorized the request.
Get Draft Issuer
Retrieve a draft issuer from Carta Launch by identifier.
Show 71 more things it can do
Get Investor Capital Call
Retrieves a capital call, including its status and allocation across the fund's interests.
Get Investor Capitalization Table
Retrieve one capitalization table for a company investment within a specified investor firm and fund, optionally as of a date.
Get Investor Management Fee
Retrieves a management fee booked through Create Investor Management Fee, including the current state of its journal.
Get Investor Stakeholder Capitalization Table
Retrieve one page of stakeholder-group capitalization data for a company investment within a specified investor firm and fund, optionally as of a date.
Get Investor Waterfall Result
Retrieve one saved waterfall result for a Carta investment firm by result ID. This beta endpoint requires access from a Carta representative.
Get Issuer
Retrieve one issuer accessible to the connected account by issuer ID.
Get Issuer Capitalization Table
Retrieve an issuer's capitalization table by share class.
Get Issuer Certificate
Retrieve one certificate belonging to the specified issuer by certificate ID.
Get Issuer Convertible Note
Retrieve one convertible note belonging to the specified issuer by note ID.
Get Issuer Draft Option Grant
Retrieve a draft option grant from an issuer's draft option grant set.
Get Issuer Option Grant
Retrieve one option grant issued by the specified issuer by grant ID.
Get Issuer Restricted Stock Award
Retrieve one restricted stock award issued by the specified issuer by award ID.
Get Issuer Restricted Stock Unit
Retrieve one restricted stock unit issued by the specified issuer by unit ID.
Get Issuer Secondary Transaction
Retrieve a secondary transaction from an issuer's capitalization table.
Get Issuer Stakeholder
Retrieve one stakeholder belonging to the specified issuer by stakeholder ID.
Get Issuer Stakeholder Capitalization Table
Retrieve one page of an issuer's capitalization table grouped by stakeholder, optionally as of a date.
Get Issuer Stakeholder Equity Summary
Retrieves a summary of a stakeholder's equity positions — certificates, option grants (ISO and NSO), restricted stock awards, and restricted stock units — at a given issuer.
Get Issuer Stock Split Asset Changes
For a set of securities and a reference time, report stock-split-driven changes. Store the returned `asOf` timestamp and send it back as `since` on the next request.
Get Open Cap Table
Get the processing record for a previously uploaded OCF package.
Get Portfolio
Retrieve a shareholder portfolio by identifier.
Get Portfolio Issuer Certificate
Retrieve one certificate for the specified issuer within the specified portfolio by certificate ID.
Get Portfolio Issuer Convertible Note
Retrieve one convertible note for the specified issuer within the specified portfolio by note ID.
Get Portfolio Issuer Fair Market Value
Retrieve the current fair market value of an issuer in a portfolio.
Get Portfolio Issuer Option Grant
Retrieve one option grant for the specified issuer within the specified portfolio by grant ID.
Get Portfolio Issuer Restricted Stock Award
Retrieve one restricted stock award for the specified issuer within the specified portfolio by award ID.
Get Portfolio Issuer Restricted Stock Unit
Retrieve one restricted stock unit for the specified issuer within the specified portfolio by unit ID.
List Compensation Benchmarks
Retrieve one page of compensation benchmarks for a corporation's Carta Total Compensation plan.
List Corporations
Retrieve one page of corporations that the connected Carta user can access.
List Investor Capitalization Tables
Retrieves the capitalization tables for a given firm, fund, and investment company.
List Investor Cash Balances
Retrieves one page of cash balances for a firm and fund. Pass '-' as fund_id to retrieve balances across all funds in the firm.
List Investor Certificates
Retrieve certificates issued by an investment company to a fund within a firm.
List Investor Convertible Notes
Retrieve convertible notes and SAFEs issued by an investment company to a fund within a firm.
List Investor Firm Performance Metrics
Retrieve one page of performance metrics aggregated across selected funds in a Carta firm.
List Investor Firms
Retrieve one page of investment firms available to the connected Carta account.
List Investor Fund Interests
Retrieves one page of partner interests in a fund. An interest id is distinct from partnerId and is used by management-fee and carried-interest actions.
List Investor Fund Performance Metrics
Retrieve one page of Carta fund performance metrics, optionally grouped by fund, partner type, or partner.
List Investor Funds
Retrieve one page of investment funds belonging to a Carta investment firm.
List Investor Investments
Retrieve one page of portfolio-company investments held by a Carta fund.
List Investor Partner Contacts
Retrieve one page of contacts associated with partners across a Carta firm's funds.
List Investor Partners
Retrieve one page of LPs, GPs, and other partners across a Carta firm's funds.
List Investor Warrants
Retrieve investment warrants issued by an investment company to a fund within a firm.
List Investor Waterfall Holdings
List feeder-fund holdings from saved waterfall results, including value, ownership, invested capital, and MOIC. This beta endpoint requires access from a Carta representative.
List Investor Waterfall Results
List a firm's saved waterfall-modeling results, newest waterfall date first; unsaved runs and finalized portfolio valuations are excluded. This beta endpoint requires access from a Carta representative.
List Investor Waterfall Targets
List deal structures and companies a Carta investment firm can run waterfalls on, including each target's stable ID and feeder funds. This beta endpoint requires access from a Carta representative.
List Issuer Certificates
List one page of certificates belonging to the specified issuer, optionally filtered by last-modified time range.
List Issuer Convertible Notes
List one page of convertible notes belonging to the specified issuer.
List Issuer Fair Market Values
Retrieve the fair market values of an issuer, which are the values of the issuer's securities as determined by the issuer's 409a valuations.
List Issuer Interests
List one page of interests issued by the specified issuer, optionally as of a date.
List Issuer Option Exercises
Retrieve one page of option exercises issued by an issuer.
List Issuer Option Grants
List one page of option grants issued by the specified issuer, optionally filtered by last-modified time range.
List Issuer Points Of Contact
List the specified issuer's points of contact in a single response.
List Issuer Restricted Stock Awards
List one page of restricted stock awards issued by the specified issuer, optionally filtered by last-modified time range.
List Issuer Restricted Stock Units
List one page of restricted stock units issued by the specified issuer, optionally filtered by last-modified time range.
List Issuer Share Classes
List one page of share classes issued by the specified issuer, optionally as of a date.
List Issuer Stakeholders
List one page of stakeholders belonging to the specified issuer.
List Issuer Transactions
List one page of transaction history for the specified issuer's securities, filtered by the required security type.
List Issuer Vesting Schedule Templates
List one page of vesting schedule templates belonging to the specified issuer.
List Issuers
List one page of issuers accessible to the connected account.
List Portfolio Fund Investment Documents
Retrieve one page of fund investment documents for a portfolio.
List Portfolio Issuer Certificates
List one page of certificates for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
List Portfolio Issuer Convertible Notes
List one page of convertible notes for the specified issuer within the specified portfolio.
List Portfolio Issuer Option Grants
List one page of option grants for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
List Portfolio Issuer Restricted Stock Awards
List one page of restricted stock awards for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
List Portfolio Issuer Restricted Stock Units
List one page of restricted stock units for the specified issuer within the specified portfolio, optionally filtered by last-modified time range.
List Portfolio Issuer Security Transactions
List one page of security transactions for the specified issuer within the specified portfolio.
List Portfolio Issuers
Retrieve one page of issuers in a shareholder portfolio.
List Portfolios
Retrieve one page of shareholder portfolios.
Update Issuer Money Movement
Update money movement information for an issuer option exercise.
Update Issuer Tax Withholding
Update tax withholding information for an issuer option exercise.
Upload File
Synchronously upload a generic file to Carta as a base64-encoded JSON payload.
Upload Open Cap Table
Upload an Open Cap Table Format package in binary form for Carta to process.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Carta is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Carta, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Carta for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Carta work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Carta to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Carta in your connected apps
Inside FormWise, open Connectors and look for Carta.
- 3
Hit "Connect"
Click "Connect Carta" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Carta
Build a quick AI Agent (it's like writing instructions, not code), and pick the Carta actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Carta for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Carta workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Carta users had before signing up
Do I need to know how to code?
Not even a little. If you can use Carta today, you can set this up. You'll connect Carta, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Carta login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Carta or delete everything any time.
What happens when Carta updates their app?
We handle it. When Carta adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Carta takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Carta — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Carta on FormWise
Carta provides equity, cap table, compensation, portfolio, and fund administration APIs.
Connect Carta once and your FormWise AI gets 83 things it can do inside it. That means your AI can handle the Carta work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Carta? Take a look at carta.com.
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Stop doing the Carta work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.