Carta

Carta API

Carta API as documented publicly: 40 operations. Contract generated from the documentation by API Evangelist (2026-10-20); not the provider's own document.

GitHub OpenAPI

Operations 40

GET /v1alpha1/corporations Retrieve the list of corporations that a user can access Carta. #
POST /v1alpha1/draftIssuers Create a draft version of an issuer. #
GET /v1alpha1/draftIssuers/{id} Retrieve a draft version of an issuer. #
POST /v1alpha1/files{upload} Synchronously upload a generic file as a binary payload. #
GET /v1alpha1/investors/firms Retrieves investment firms. #
GET /v1alpha1/investors/firms/{firmid}/funds Retrieves the investment funds of a given investment firm. #
POST /v1alpha1/investors/firms/{firmid}/funds/{fundid}/capitalCalls Creates a capital call for a fund-level amount, in the fund's currency, and allocates it across the fund's interests the same way the capital call wizard in the app does. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/capitalCalls/{capitalcallid} Retrieves a capital call, with its status and how its amount is allocated across the fund's interests. #
POST /v1alpha1/investors/firms/{firmid}/funds/{fundid}/capitalCalls/{capitalCallId}{adjust} Changes the total amount of a capital call, in the fund's currency, and reallocates it across its interests the same way editing the capital call in the app does. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/cashBalances Retrieve a list of cash balances for a given firm and fund. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/interests Retrieves the partner interests of a fund. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/investments Retrieve the company investments or portfolio companies of a given fund. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/investments/{companyid}/capitalizationTables Retrieves the capitalization tables for a given firm, fund, and investment company. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/investments/{companyid}/capitalizationTables/{capitalizationtableid} Retrieve a capitalization table for a given firm, fund, and investment. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/investments/{investmentid}/certificates Retrieve certificates issued by an investment company to a fund within a firm. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/investments/{investmentid}/convertibleNotes Retrieve convertible notes and SAFEs issued by an investment company to a fund within a firm. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/investments/{investmentid}/warrants Retrieve investment warrants issued by an investment company to a fund within a firm. #
POST /v1alpha1/investors/firms/{firmid}/funds/{fundid}/managementFees Books a limited partner level management fee period calculated outside Carta and posts the fee journal. #
GET /v1alpha1/investors/firms/{firmid}/funds/{fundid}/managementFees/{managementfeeid} Retrieves a management fee booked through Create Management Fee, with the current state of its journal. #
GET /v1alpha1/investors/firms/{firmid}/partnerContacts Retrieves a list of contacts associated with partners across all funds for a given firm. #
GET /v1alpha1/investors/firms/{firmid}/partners Retrieves a list of partners (LPs, GPs, etc.) across all funds for a given firm. #
GET /v1alpha1/issuers Retrieve issuers. #
GET /v1alpha1/issuers/{id} Retrieve an issuer. #
GET /v1alpha1/issuers/{issuerid}/capitalizationTable GET /v1alpha1/issuers/{issuerid}/capitalizationTable #
GET /v1alpha1/issuers/{issuerid}/certificates Retrieve certificates. #
GET /v1alpha1/issuers/{issuerid}/fairMarketValues 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. #
GET /v1alpha1/issuers/{issuerid}/interests Retrieves interests for the issuer. #
GET /v1alpha1/issuers/{issuerid}/optionExercises Retrieve option exercises. #
GET /v1alpha1/issuers/{issuerid}/pointsOfContact Retrieve points of contact for a given issuer. #
POST /v1alpha1/issuers/{issuerid}/secondaryTransactions Creates a secondary transaction, soft-locks each security being settled, and returns the transaction identifier. #
POST /v1alpha1/issuers/{issuerid}/securities{stockSplitChanges} For a set of securities you hold and a reference time, reports whether a stock split has occurred for the issuer since that time and, for each affected security, its pre- and post- #
GET /v1alpha1/issuers/{issuerid}/shareClasses Retrieve an issuer's share classes. #
GET /v1alpha1/issuers/{issuerid}/stakeholders Retrieve stakeholders. #
GET /v1alpha1/issuers/{issuerid}/stakeholders/{id} Retrieve a stakeholder. #
GET /v1alpha1/issuers/{issuerid}/stakeholders/{stakeholderid}/equitySummary 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 /v1alpha1/issuers/{issuerid}/transactions Retrieve transaction history for securities belonging to an issuer, filtered by security type. #
POST /v1alpha1/openCapTables POST /v1alpha1/openCapTables #
GET /v1alpha1/portfolios Retrieve shareholder portfolios. #
GET /v1alpha1/portfolios/{portfolioid}/issuers/{issuerid}/certificates Retrieve certificates. #
GET /v1alpha1/user Retrieve the user associated with the access token provided to authorize the request. #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/carta/refs/heads/main/openapi/_ae-authored/carta-openapi-generated.yml

Schemas & Data

📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/carta/refs/heads/main/json-schema/carta-post-v1-alpha1-investors-firms-firmid-funds-fundid-capitalcalls-reque-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/carta/refs/heads/main/json-schema/carta-post-v1-alpha1-investors-firms-firmid-funds-fundid-managementfees-req-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/carta/refs/heads/main/json-schema/carta-post-v1-alpha1-investors-firms-firmid-funds-fundid-capitalcalls-respo-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/carta/refs/heads/main/json-schema/carta-post-v1-alpha1-issuers-issuerid-securities-stocksplitchanges-respon-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/carta/refs/heads/main/json-schema/carta-get-v1-alpha1-issuers-issuerid-transactions-response-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/carta/refs/heads/main/json-schema/carta-post-v1-alpha1-investors-firms-firmid-funds-fundid-managementfees-res-schema.json

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OpenAPI Specification

carta-openapi-generated.yml Raw ↑ 
openapi: 3.1.0
info:
  title: Carta API
  version: '2026-10-20'
  description: 'GENERATED FROM DOCUMENTATION by API Evangelist on 2026-10-20: 40 operation(s) read from 40 public documentation page(s) (each
    operation names its page in x-source). This is not the provider''s published contract; Carta has published no machine-readable contract that
    the pipeline could find. Engine: anthropic.'
  x-evidence-tiers:
    code-example: 0
    documentation: 40
    pages-with-code: 0
    pages-read: 40
  x-generated-from: documentation
  x-provenance: generated
  x-authored-by: API Evangelist
  x-generated: '2026-10-20'
  x-generator: generate-contract-from-docs.py
  x-engine: anthropic
  x-sources:
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-files-upload-file
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-issuer
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-firms
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-funds
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-issuers
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-user-get-current-user
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-interests
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-partners
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-warrants
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-stakeholder
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-certificates
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-stakeholders
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-transactions
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-get-capital-call
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-investments
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-share-classes
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-certificates
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-initiate-settlement
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-get-management-fee
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-cash-balances
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-adjust-capital-call
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-create-capital-call
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-fund-interests
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-option-exercises
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-corporations-list-corporations
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-draft-issuers-get-draft-issuer
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-points-of-contact
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-create-management-fee
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-partner-contacts
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-list-fair-market-values
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-convertible-notes
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-capitalization-table
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-draft-issuers-create-draft-issuer
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-get-capitalization-table
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-portfolios-issuers-list-portfolios
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-investors-list-capitalization-tables
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-portfolios-issuers-list-certificates
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-stock-split-asset-changes
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-open-cap-tables-upload-open-cap-table
  - https://docs.carta.com/api-platform/reference/v-1-alpha-1-issuers-get-stakeholder-equity-summary
servers:


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# Full source: https://raw.githubusercontent.com/api-evangelist/carta/refs/heads/main/openapi/_ae-authored/carta-openapi-generated.yml