Carta LP Portal: API, MCP and document access

Carta LP Portal is an LP portal, used globally for venture capital and private equity. The registry rates investor document access 3 of 5 (exports, SFTP or email feeds, no investor-side API): the API is partner only for GPs and partners, and a vendor MCP server is available.

Vendor: CartaUnverified community researchUpdated
Vendor
Carta United States
Category
LP portal
Regions
North America, Europe, Global
Asset classes
Venture capital, Private equity
Investor access difficulty
3 / 5 Exports, SFTP or email feeds, no investor-side API
Automation policy
Unknown (terms not checked)
Verification
Unverified community research
Last updated

Access channels

Each way to get data out of Carta LP Portal, as recorded in the registry. "Unknown" means nobody has checked yet, not that the channel is missing.

ChannelStatusAuthDocsNotes
Web portalAvailableNot recordedNot recordedSingle LP login across all funds administered on Carta. 2FA set up at registration; methods not confirmed. Multi-select download of K-1s, capital notices and annual reports.
APIPartner onlyOAuth 2.0 authorization code; OAuth 2.0 client credentialsDocs Style: REST. Audience: GPs and partners. Sandbox available. Public docs and a mock server; production access requires Carta approval. Suites: Launch, Investor (portfolio cap-table data for fund operators), Issuer, Portfolio, CRM. No LP self-serve path for fund-account data found.
MCP serverAvailableOAuth 2.0Docs Transport: Streamable HTTP. Maintained by the vendor. Endpoint: https://mcp.app.carta.com/mcp. Vendor remote MCP server, Anthropic-verified connector since May 2026. Tools include discover, fetch, list_accounts, cap_table_chart. Fund performance and accounting data for investors are mentioned; documents and capital calls are not. LP coverage unconfirmed.
SFTPPartner onlyNot recordedNot recordedOnly for the separate Carta LP Portfolio Analytics product (formerly Accelex).
WebhooksUnknownNot recordedNot recordedNot recorded
Email notificationsAvailableNot recordedNot recordedCapital call notices emailed from investor-notices@carta.com with a link into the portal.

How an investor gets documents today

Publicly documented OAuth API with sandbox and a vendor MCP server, both oriented to fund managers and partners. LP access to own commitments via API or MCP unconfirmed. Email notices give a machine-readable trigger. Whether an investor can get API access is not documented.

  • The API is for GPs and partners, not for investors. Ask the GP or administrator to deliver documents to a nominated email address or SFTP folder, or to send a data feed from their side of the API. See Partner-only portal access explained.
  • MCP server. An MCP server is available. The registry has not confirmed that an investor account can connect to it, so check with Carta before relying on it.
  • SFTP. SFTP delivery is partner only. Ask the GP or administrator whether documents can be pushed to an SFTP server you control.
  • Email notifications. Turn on notifications and route them to a monitored mailbox, so new notices trigger your own processing. See How to automate capital call notices.
  • Manual download. Download documents from the web portal (exports recorded: PDF).
  • Check the terms. The registry has not reviewed the terms for automated access. Read them before automating anything.

Background: How to automate capital call notices and Partner-only portal access explained.

Who runs it

Funds and administrators known to run Carta LP Portal, from public sources. "Likely" means the link is inferred, not stated. The list is not complete.

Fund or operatorAdministratorCountryConfidence
Funds administered by CartaCarta LP PortalCartaUnited StatesConfirmed

Capabilities and terms

What Carta LP Portal exposes to investors, according to the research: documents, capital call notices, distribution notices, capital account statements, tax documents (K-1 and similar), fund reports, subscriptions, KYC and onboarding and performance data.

  • Export formats: PDF
  • Standards: OAuth 2.0
  • Terms of service: No terms link recorded
  • Automation policy: Unknown (terms not checked). Terms page returned HTTP 403 to the researcher.

OIPP status

Not yet on the open protocol. Carta LP Portal does not implement the Open Investor Portal Protocol (OIPP), the open API any portal can implement so investors reach every portal through one interface with their own key.

For Carta. If anything on this page is wrong or out of date, correct the entry by pull request to the registry or by email. A pull request from a vendor-owned domain marks the entry vendor verified. Implementing OIPP lets investors and their agents fetch documents without scraping, under your own access rules. See the registry badge for how to show your status.

For Carta: show your listing

If you operate Carta LP Portal, you can link to this registry entry from your developer, security or integrations page with the badge below. It links back here, so investors and their operations teams can see how access works.

Carta LP Portal: Listed on OpenInvestorPortal

<a href="https://openinvestorportal.com/portals/carta/" title="Carta LP Portal on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/carta.svg" alt="Carta LP Portal: Listed on OpenInvestorPortal" width="220" height="28"></a>

This entry is not vendor verified yet. Confirm it with a pull request from an email on your company domain, or with a DNS TXT record. See how the badge and vendor verification work.

Sources and notes

High confidence: public API docs with sandbox, production gated; vendor MCP server with OAuth sign-in. Carta also runs a fund administration service on this platform. Unknown: whether an LP can use the MCP server or an API scope for their own commitments; terms on automation.

Sources checked for the assessment:

Questions

Does Carta LP Portal have an API?

Only for partners. The registry records a REST API that requires an agreement with Carta, aimed at GPs and partners. There is no self-serve API for investors.

Does Carta LP Portal have an MCP server?

Yes. An MCP server is available for Carta LP Portal. Carta maintains it. The registry has not confirmed that an investor account can use it.

Can investors download documents from Carta LP Portal programmatically?

The registry rates investor access 3 of 5: exports, SFTP or email feeds, no investor-side API. Publicly documented OAuth API with sandbox and a vendor MCP server, both oriented to fund managers and partners. LP access to own commitments via API or MCP unconfirmed. Email notices give a machine-readable trigger. Whether an investor can get API access is not documented. The usual route is delivery by the GP or administrator to a nominated email address, SFTP folder or data feed.

Who uses Carta LP Portal?

The registry records 1 known deployment: Funds administered by Carta. Confidence varies by deployment and the list is not complete.

Independent community research. Not affiliated with Carta. Facts are unverified community research as of 2026-11-07.

Comparisons

Other LP portals

Guides

More in the registry