Carta for your voice agent

Carta is an equity management platform for cap tables, compensation, portfolios, and fund administration. It helps companies and investors manage ownership data and financial operations in one place.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Carta and paste it on a secure page in Connected apps.
What it reads
71 actions, such as download Portfolio Fund Investment Document, get Compensation Benchmark Attributes and get Current User.
What it changes
12 actions, such as adjust Investor Capital Call, create Draft Issuer and create Investor Capital Call.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 83. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Carta actions

Reads 71

  • Download Portfolio Fund Investment Document
  • Get Compensation Benchmark Attributes
  • Get Current User
  • Get Draft Issuer
  • Get Investor Capital Call
  • Get Investor Capitalization Table
  • Get Investor Management Fee
  • Get Investor Stakeholder Capitalization Table
  • Get Investor Waterfall Result
  • Get Issuer
  • Get Issuer Capitalization Table
  • Get Issuer Certificate
  • Get Issuer Convertible Note
  • Get Issuer Draft Option Grant
  • Get Issuer Option Grant
  • Get Issuer Restricted Stock Award
  • Get Issuer Restricted Stock Unit
  • Get Issuer Secondary Transaction
  • Get Issuer Stakeholder
  • Get Issuer Stakeholder Capitalization Table
  • Get Issuer Stakeholder Equity Summary
  • Get Issuer Stock Split Asset Changes
  • Get Open Cap Table
  • Get Portfolio
47 more
  • Get Portfolio Issuer Certificate
  • Get Portfolio Issuer Convertible Note
  • Get Portfolio Issuer Fair Market Value
  • Get Portfolio Issuer Option Grant
  • Get Portfolio Issuer Restricted Stock Award
  • Get Portfolio Issuer Restricted Stock Unit
  • List Compensation Benchmarks
  • List Corporations
  • List Investor Capitalization Tables
  • List Investor Cash Balances
  • List Investor Certificates
  • List Investor Convertible Notes
  • List Investor Firm Performance Metrics
  • List Investor Firms
  • List Investor Fund Interests
  • List Investor Fund Performance Metrics
  • List Investor Funds
  • List Investor Investments
  • List Investor Partner Contacts
  • List Investor Partners
  • List Investor Warrants
  • List Investor Waterfall Holdings
  • List Investor Waterfall Results
  • List Investor Waterfall Targets
  • List Issuer Certificates
  • List Issuer Convertible Notes
  • List Issuer Fair Market Values
  • List Issuer Interests
  • List Issuer Option Exercises
  • List Issuer Option Grants
  • List Issuer Points Of Contact
  • List Issuer Restricted Stock Awards
  • List Issuer Restricted Stock Units
  • List Issuers
  • List Issuer Share Classes
  • List Issuer Stakeholders
  • List Issuer Transactions
  • List Issuer Vesting Schedule Templates
  • List Portfolio Fund Investment Documents
  • List Portfolio Issuer Certificates
  • List Portfolio Issuer Convertible Notes
  • List Portfolio Issuer Option Grants
  • List Portfolio Issuer Restricted Stock Awards
  • List Portfolio Issuer Restricted Stock Units
  • List Portfolio Issuers
  • List Portfolio Issuer Security Transactions
  • List Portfolios

Changes 12

  • Adjust Investor Capital Call
  • Create Draft Issuer
  • Create Investor Capital Call
  • Create Investor Carried Interest Allocation
  • Create Investor Management Fee
  • Create Issuer Draft Option Grant
  • Create Issuer Secondary Transaction
  • Finalize Issuer Secondary Transaction
  • Update Issuer Money Movement
  • Update Issuer Tax Withholding
  • Upload File
  • Upload Open Cap Table

Carta setup

  1. Pasting a Carta API key

    Create an API key in Carta, choose Carta in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 83 actions the agent may use. Start with lookups and add the ones that change Carta when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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