Carta

Carta’s API allows companies to export their own cap table, equity, and stakeholder data. Setup requires registering a developer account, creating an application, and promoting it to production.

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Create a developer account

• Visit developers.app.carta.com/user/registration
• Verify your email address and set a password.
• Use a company email address. This account will be the sole manager of your API credentials.

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Create an application

• Log in at developers.app.carta.com and click Create App.
• Name: Choose a neutral, descriptive name such as Analytics Integration or Data Export.
• Grant type: Select Client Credentials.
• Select the required scopes listed in the table below.
• Click Submit, then open your new app’s detail page.

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Promote your app to production

New Carta applications start in the Playground (sandbox) environment. You’ll need to submit your app for production before sharing your Client ID with us.

• In the developer portal, navigate to the My Apps tab.
• Click Actions → Promote to production, then click Submit.

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Share your Client ID

Once you’ve submitted your app for production, we’ll take it from there — this process typically takes 1–2 weeks.

• In the developer portal, open your app’s detail page and copy your Client ID.
• Share your Client ID with us and we’ll handle the rest. You’ll be notified once your app has been approved.

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Enter your credentials

• Once your application is approved for production, click Connect above.
• Enter your Client ID and Client Secret and click Connect.