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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.

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

Organization admins can generate an API key directly from Settings. If you don't have admin rights, contact your organization's admin — or reach out to [email protected] if you need further assistance.

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