docs/

📄 List Deals 189w HTML · MD

📄 List Warrants 744w HTML · MD

📄 List Shareholder Portfolios 262w HTML · MD

📄 List Firms 260w HTML · MD

📄 Quickstart Guide 319w HTML · MD

📄 Create Report Schedule 266w HTML · MD

📄 Create Report 264w HTML · MD

📄 Update Report 203w HTML · MD

📄 Toggle Module 72w HTML · MD

📄 Update Report Schedule 186w HTML · MD

📄 Update Notification Settings 119w HTML · MD

📄 Count Contacts in a List or Report 110w HTML · MD

📄 Count Objects Across Tenant 75w HTML · MD

📄 Get Notification Settings 73w HTML · MD

📄 Delete Report 80w HTML · MD

📄 Delete Report Schedule 59w HTML · MD

📄 List Reports 91w HTML · MD

📄 Get Report Data 131w HTML · MD

📄 Get Report Schedule 96w HTML · MD

📄 Search people 123w HTML · MD

📄 Enrich person 80w HTML · MD

📄 Get Theme Items 102w HTML · MD

📄 Change User Role 85w HTML · MD

📄 List Interactions by Domain 137w HTML · MD

📄 Get Report 110w HTML · MD

📄 List Notes by Company Domain 167w HTML · MD

📄 Add Theme Item 96w HTML · MD

📄 List Users 65w HTML · MD

📄 List Themes 97w HTML · MD

📄 Get Theme Folders 111w HTML · MD

📄 Add Subtheme 99w HTML · MD

📄 Remove Subtheme 73w HTML · MD

📄 Delete Theme Item 85w HTML · MD

📄 Add User 100w HTML · MD

📄 Add Custom Field 512w HTML · MD

📄 Create Email Campaign 121w HTML · MD

📄 Upload Attachment to Note 80w HTML · MD

📄 Change User Status 87w HTML · MD

📄 Delete Attachment from Note 65w HTML · MD

📄 List Teams 71w HTML · MD

📄 Create Theme 83w HTML · MD

📄 Link Note to Company 87w HTML · MD

📄 Update Email Campaign 125w HTML · MD

📄 Get Organization 48w HTML · MD

📄 Unlink Note from Company 97w HTML · MD

📄 Update Note 109w HTML · MD

📄 Upload Email Campaign Attachment 88w HTML · MD

📄 List Email Campaigns 118w HTML · MD

📄 Get Email Campaign 75w HTML · MD

📄 Enrich Investor 90w HTML · MD

📄 Update Custom Field 401w HTML · MD

📄 List Notes 123w HTML · MD

📄 Delete Email Campaign 60w HTML · MD

📄 List Linked Notes 77w HTML · MD

📄 Delete Email Campaign Attachment 81w HTML · MD

📄 Add Custom Field 356w HTML · MD

📄 Create Note 161w HTML · MD

📄 Delete Note 81w HTML · MD

📄 Delete Deal Logo 69w HTML · MD

📄 Upload Attachment to Fundraising Custom Field 97w HTML · MD

📄 Get Note by ID 62w HTML · MD

📄 Get Investor by ID 87w HTML · MD

📄 Upload Attachment to Company Custom Field 95w HTML · MD

📄 List Note Folders 50w HTML · MD

📄 Delete Attachment from Fundraising Custom Field 77w HTML · MD

📄 Delete Attachment from Company Custom Field 77w HTML · MD

📄 Update Custom Field 361w HTML · MD

📄 Upload Fundraising Logo 60w HTML · MD

📄 Delete Attachment from Investor Custom Field 77w HTML · MD

📄 Upload Attachment to Investor Custom Field 90w HTML · MD

📄 Delete Fundraising Logo 47w HTML · MD

📄 Upload Attachment to Deal Custom Field 83w HTML · MD

📄 List Contacts 324w HTML · MD

📄 List Investor Relations 114w HTML · MD

📄 Delete Attachment from Deal Custom Field 81w HTML · MD

📄 Upload Investor Logo 70w HTML · MD

📄 Update Investor 209w HTML · MD

📄 Upload Company Logo 60w HTML · MD

📄 Reorder Custom Field 138w HTML · MD

📄 Link Note to Deal 93w HTML · MD

📄 Create Investor 193w HTML · MD

📄 Delete Company Logo 71w HTML · MD

📄 Unlink Note from Investor 93w HTML · MD

📄 Upload Deal Logo 76w HTML · MD

📄 Link Note to Fundraising 93w HTML · MD

📄 Link Note to Investor 95w HTML · MD

📄 List Contact Interactions 112w HTML · MD

📄 Delete Investor Logo 71w HTML · MD

📄 List Investor Interactions 127w HTML · MD

📄 Link Note to Contact 93w HTML · MD

📄 Search Investors with Structured Filters 154w HTML · MD

📄 List Linked Notes 79w HTML · MD

📄 List Linked Notes 83w HTML · MD

📄 Aggregate Investors 108w HTML · MD

📄 Update Custom Field 363w HTML · MD

📄 Unlink Note from Deal 93w HTML · MD

📄 List Linked Notes 61w HTML · MD

📄 Add Custom Field 430w HTML · MD

📄 List Investors 119w HTML · MD

📄 Reorder Custom Field 121w HTML · MD

📄 Update Contact 222w HTML · MD

📄 List Investor Fields 66w HTML · MD

📄 Update Contact List 135w HTML · MD

📄 Update Contact Folder 153w HTML · MD

📄 Add Custom Field 388w HTML · MD

📄 Delete Contact List 79w HTML · MD

📄 Delete Investor 82w HTML · MD

📄 Create Contact Folder 103w HTML · MD

📄 Delete Custom Field 68w HTML · MD

📄 Get folders and lists structure 74w HTML · MD

📄 List Custom Fields 68w HTML · MD

📄 List Contact Fields 66w HTML · MD

📄 Add Contact to List 77w HTML · MD

📄 Create Contact 171w HTML · MD

📄 Delete Contact Folder 89w HTML · MD

📄 Reorder Custom Field 138w HTML · MD

📄 Create Contact List 91w HTML · MD

📄 Remove Contact from List 84w HTML · MD

📄 Upload Contact Photo 68w HTML · MD

📄 List Company Interactions 127w HTML · MD

📄 Delete Contact 79w HTML · MD

📄 List Company Fields 52w HTML · MD

📄 Aggregate Companies 136w HTML · MD

📄 Search Companies with Structured Filters 169w HTML · MD

📄 Delete Custom Field 68w HTML · MD

📄 Get Contact Custom Fields 74w HTML · MD

📄 Get Contact by ID 78w HTML · MD

📄 List Company Relations 98w HTML · MD

📄 Create Company List 74w HTML · MD

📄 Enrich Company 83w HTML · MD

📄 Update Company List 99w HTML · MD

📄 Aggregate Fundraisings 146w HTML · MD

📄 Update Custom Field 359w HTML · MD

📄 Delete Company List 85w HTML · MD

📄 Create Fundraising 236w HTML · MD

📄 Delete Custom Field 68w HTML · MD

📄 Update Fundraising 207w HTML · MD

📄 List Custom Fields 58w HTML · MD

📄 List Company Lists 72w HTML · MD

📄 Update Custom Field 401w HTML · MD

📄 Reorder Custom Field 122w HTML · MD

📄 Update Company 154w HTML · MD

📄 List Fundraising Interactions 121w HTML · MD

📄 Add Custom Field 424w HTML · MD

📄 List Fundraisings 138w HTML · MD

📄 Remove Company from List 67w HTML · MD

📄 Delete Company 69w HTML · MD

📄 List Fundraising Relations 98w HTML · MD

📄 Add Company to List 90w HTML · MD

📄 Create Company 157w HTML · MD

📄 Search Fundraisings with Structured Filters 140w HTML · MD

📄 List Companies 128w HTML · MD

📄 Batch Update Deals 275w HTML · MD

📄 Reorder Fundraising Stage 120w HTML · MD

📄 Get Company by ID 63w HTML · MD

📄 Enrich Fundraising 90w HTML · MD

📄 List Fundraising Fields 76w HTML · MD

📄 Batch Create Deals 248w HTML · MD

📄 Reorder Stage 151w HTML · MD

📄 Update Fundraising Stage 73w HTML · MD

📄 Search Deals with Structured Filters 175w HTML · MD

📄 Delete Fundraising Stage 61w HTML · MD

📄 List Deal Interactions 105w HTML · MD

📄 Get Fundraising by ID 80w HTML · MD

📄 Delete Fundraising 55w HTML · MD

📄 Add Fundraising Stage 79w HTML · MD

📄 Delete Custom Field 68w HTML · MD

📄 List Deal Relations 90w HTML · MD

📄 Update Deal 226w HTML · MD

📄 Reorder Custom Field 124w HTML · MD

📄 Create Deal 220w HTML · MD

📄 Get Fundraising Stages 59w HTML · MD

📄 Aggregate Deals 129w HTML · MD

📄 Get Fundraising Custom Fields 52w HTML · MD

📄 Enrich Deal 69w HTML · MD

📄 Get Deal Stage History 55w HTML · MD

📄 Add Stage 106w HTML · MD

📄 Delete Deal 87w HTML · MD

📄 Update Stage 112w HTML · MD

📄 Delete Custom Field 66w HTML · MD

📄 Delete Stage 70w HTML · MD

📄 Get Deal by ID 79w HTML · MD

📄 List Custom Fields 58w HTML · MD

📄 Setting up Carta Plugins 1,613w HTML · MD

📄 List Deal Fields 74w HTML · MD

📄 Zoom AI Notetaker Integration 643w HTML · MD

📄 List Pipelines 58w HTML · MD

📄 Carta CRM API 5w HTML · MD

📄 Carta CRM Claude Plugin 8w HTML · MD

📄 public-swagger-json.html 13,048w HTML · MD

📄 Carta Investors 1,500w HTML · MD

📄 CRM 1,031w HTML · MD

📄 Cap Table 1,159w HTML · MD

📄 Connect your Carta data warehouse to an external system 515w HTML · MD

📄 FAQ and Support 667w HTML · MD

📄 Get Restricted Stock Unit 223w HTML · MD

📄 Understanding Scopes 604w HTML · MD

📄 Authorization Code Flow 796w HTML · MD

📄 Get Option Grant 324w HTML · MD

📄 Data Warehouse Refresh Cadence 440w HTML · MD

📄 Calculating Cap Table Percentages 440w HTML · MD

📄 Listing firm investments 340w HTML · MD

📄 Error Codes 325w HTML · MD

📄 Uploading Files 122w HTML · MD

📄 Using Postman with Carta's API 432w HTML · MD

📄 Permissions 243w HTML · MD

📄 List Interests 615w HTML · MD

📄 List Convertible Notes 686w HTML · MD

📄 Working with Carta’s Draft Issuer API 657w HTML · MD

📄 Adding New OAuth App Scopes 634w HTML · MD

📄 Create a Draft Option Grant 722w HTML · MD

📄 Get Draft Issuer 661w HTML · MD

📄 Overview 356w HTML · MD

📄 List Transactions 348w HTML · MD

📄 Rate Limits 224w HTML · MD

📄 Playground Environment 623w HTML · MD

📄 Create Draft Issuer 710w HTML · MD

📄 List Certificates 552w HTML · MD

📄 Using OpenID Connect 231w HTML · MD

📄 Data Dictionary 20,350w HTML · MD

📄 Get Convertible Note 499w HTML · MD

📄 Endpoints & TTLs 41w HTML · MD

📄 Enabling Client Credentials for the Investor API 222w HTML · MD

📄 Introduction 477w HTML · MD

📄 List Option Grants 1,279w HTML · MD

📄 List Restricted Stock Units 588w HTML · MD

📄 Client Credentials Flow 295w HTML · MD

📄 Get Draft Option Grant 279w HTML · MD

📄 Using Fair Market Value for Stakeholder Portfolios 163w HTML · MD

📄 Submitting Open Cap Table Files 145w HTML · MD

📄 List Fund Investment Documents 617w HTML · MD

📄 List Option Exercises 609w HTML · MD

📄 Using Carta's OAuth Workflow 192w HTML · MD

📄 Upload Open Cap Table 553w HTML · MD

📄 List Security Transactions 464w HTML · MD

📄 List Restricted Stock Awards 948w HTML · MD

📄 List Vesting Schedule Templates 545w HTML · MD

📄 Get Fair Market Value for Portfolio Issuer 291w HTML · MD

📄 Get Certificate 412w HTML · MD

📄 Get Restricted Stock Award 249w HTML · MD

📄 Migrate to Production 149w HTML · MD

📄 Download Fund Investment Document 192w HTML · MD

📄 List Portfolio Issuers 317w HTML · MD

📄 Get Open Cap Table 77w HTML · MD

📄 Upload File 223w HTML · MD

📄 Update Option Exercise Tax Withholding 270w HTML · MD

📄 Get Current User 160w HTML · MD

📄 Update Option Exercise Money Movement 252w HTML · MD

📄 Get Shareholder Portfolio 164w HTML · MD

📄 Carta CRM MCP 1,281w HTML · MD

📄 Welcome to the Carta CRM Docs 200w HTML · MD

📄 Get Stakeholder Capitalization Table 2,290w HTML · MD

📄 Get Stakeholder Capitalization Table 512w HTML · MD

📄 Get Capitalization Table 276w HTML · MD

📄 Sample Application 723w HTML · MD

📄 List Restricted Stock Awards 239w HTML · MD

📄 Get Capitalization Table 1,167w HTML · MD

📄 Get Restricted Stock Unit 377w HTML · MD

📄 List Convertible Notes 812w HTML · MD

📄 Get Convertible Note 254w HTML · MD

📄 List Restricted Stock Units 1,645w HTML · MD

📄 List Certificates 591w HTML · MD

📄 Get Option Grant 695w HTML · MD

📄 Get Certificate 535w HTML · MD

📄 List Option Grants 785w HTML · MD

📄 List Convertible Notes 294w HTML · MD

📄 Get Restricted Stock Award 1,129w HTML · MD

📄 Get Compensation Benchmarks 706w HTML · MD

📄 List Firm Performance Metrics 577w HTML · MD

📄 List Fund Performance Metrics 901w HTML · MD

📄 List Certificates 663w HTML · MD

📄 List Stakeholders 377w HTML · MD

📄 Get Compensation Benchmark Attributes 394w HTML · MD

📄 List Share Classes 512w HTML · MD

📄 List Investments 239w HTML · MD

📄 List Partners 502w HTML · MD

📄 List Fair Market Values 473w HTML · MD

📄 List Cash Balances 439w HTML · MD

📄 List Partner Contacts 317w HTML · MD

📄 Get Stakeholder 261w HTML · MD

📄 List Capitalization Tables 454w HTML · MD

📄 List Corporations 271w HTML · MD

📄 List Funds 267w HTML · MD

📄 List Points of Contact 111w HTML · MD

📄 Get Issuer 175w HTML · MD

📄 2025-09-26 94w HTML · MD

📄 Changelog 22w HTML · MD

📄 quickstart-guide 319w HTML · MD

📄 v1alpha1portfoliosissuerslistportfolios 277w HTML · MD

📄 v1alpha1investorslistfirms 259w HTML · MD

📄 List Issuers 274w HTML · MD

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