> ## Documentation Index
> Fetch the complete documentation index at: https://docs.humanintelligence.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Carta

> Connect cap table, equity, and stakeholder data for ownership and equity-compensation insights.

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.

<Info>
  **Note:** Carta's developer portal is managed by a single user account. Store your credentials securely, as they cannot be shared across team members.
</Info>

## Create a developer account

* Visit [developers.app.carta.com/user/registration](https://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.*

## Create an application

* Log in at [developers.app.carta.com](https://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.

| Scope                                        | Why we need it                                                    |
| -------------------------------------------- | ----------------------------------------------------------------- |
| openid                                       | Required for OAuth authentication.                                |
| email                                        | Required for OAuth authentication.                                |
| profile                                      | Required for OAuth authentication.                                |
| read\_issuer\_shareclasses                   | Read share class definitions.                                     |
| read\_issuer\_draftsecurities                | Read draft securities not yet finalized.                          |
| read\_issuer\_interests                      | Read convertible notes and SAFEs.                                 |
| read\_issuer\_capitalizationtablesummary     | Read cap table summary data.                                      |
| read\_issuer\_stakeholdercapitalizationtable | Read per-stakeholder cap table breakdown.                         |
| read\_issuer\_securitiestemplates            | Read vesting schedule templates.                                  |
| read\_issuer\_info                           | Read company (issuer) profile data.                               |
| read\_issuer\_valuations                     | Read 409A valuations and fair market values.                      |
| read\_issuer\_stakeholders                   | Read stakeholder (employee and investor) records.                 |
| read\_issuer\_securities                     | Read equity securities — option grants, certificates, RSUs, RSAs. |
| read\_user\_info                             | Read basic user account information.                              |

## 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**.

## 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.

## Enter your credentials

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