Welcome to the Carta CRM Docs

The Carta CRM is a flexible platform for managing relationships, deals, and workflows across the investment process.

Work with the Carta CRM the way that fits your team: Through the API, the Claude plugin, MCP, or integrations with your internal systems.

Choose how you want to connect to the Carta CRM

Carta CRM MCP

Explore the Carta CRM through an MCP-compatible interface for AI-powered workflows and integrations.

Carta CRM Claude Plugin

Manage investors, companies, contacts, deals, and notes using pre-built skills in Claude.

Carta CRM API

Build custom integrations with secure, programmatic access to the Carta CRM data.

Carta CRM OpenAPI Specification

Access the full API schema for tooling, code generation, and agent-based integrations.

API access

The Carta CRM API is an HTTP REST API that provides secure, programmatic access to your Carta CRM account. It supports reading, creating, and updating core entities using an API key.

Teams commonly use the API to:

connect Carta CRM with internal systems
automate deal and fundraising workflows
power reporting and analytics with structured CRM data

Access to the Carta CRM API is provided on request. To obtain an API key, contact [email protected].

A sandbox account can also be created on request for development and testing.