Vauban (Carta Fund Administration, UK/EU): API, MCP and document access

Vauban (Carta Fund Administration, UK/EU) is an LP portal from Carta (eShares, Inc.), used in UK, Europe and North America 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: Carta (eShares, Inc.)Unverified community researchUpdated
Vendor
Carta (eShares, Inc.) United States
Category
LP portal
Regions
UK, Europe, North America
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 Vauban (Carta Fund Administration, UK/EU), as recorded in the registry. "Unknown" means nobody has checked yet, not that the channel is missing.

ChannelStatusAuthDocsNotes
Web portalAvailableSSO: NoneNot recordedVauban LPs now use Carta's LP portal (single login across commitments; capital accounts tab with PCAP ledger; capital call emails). Vauban help lives under support.carta.com/kb/en/vauban-434264. Note: vauban.io now redirects to an unrelated third-party site. MFA methods not confirmed.
APIPartner onlyOAuth 2.0 authorization code; OAuth 2.0 client credentialsDocs Style: REST. Audience: GPs and partners. Sandbox available. Rate limits: 10 req/s, 300 req/min (per third-party summary of Carta docs). Carta API Platform: audience-gated suites (Investor suite targets fund operators; Portfolio suite targets personal-finance partners). Production access requires Carta review (1-2 weeks) after building in playground. Fund NAV/TVPI/LP capital accounts are served via the Data Warehouse, not the REST suites. No LP self-serve API.
MCP serverAvailableOAuth 2.0Docs Transport: Streamable HTTP. Maintained by the vendor. Endpoint: https://mcp.app.carta.com/mcp. Carta MCP: OAuth with existing Carta credentials, limited to data the signed-in account can view; Cap Table and Investors/Fund Admin surfaces (fund admin tools require firm data sharing enabled; scopes read_mcp_firms). Whether an LP-only Carta account can use the Investors tools is not documented. Docs URL returned 404 on fetch (may be behind nav).
SFTPUnknownNot recordedNot recordedNot recorded
WebhooksUnknownNot recordedNot recordedNot recorded
Email notificationsAvailableNot recordedNot recordedLP onboarding guide: email notification for capital calls; document upload notices.

How an investor gets documents today

Carta MCP server with OAuth scoped to the signed-in user's permissions and a partner-gated REST API/Data Warehouse exist; LP eligibility for MCP undocumented; LP portal offers PDF/XLSX and capital call emails. 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 (eShares, Inc.) before relying on it.
  • 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 and XLSX).
  • 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.

Capabilities and terms

What Vauban (Carta Fund Administration, UK/EU) exposes to investors, according to the research: documents, capital call notices, distribution notices, capital account statements, NAV, performance data, tax documents (K-1 and similar), fund reports, subscriptions and KYC and onboarding.

  • Export formats: PDF, XLSX
  • Standards: OAuth 2.0, SAML SSO
  • Terms of service: Read the terms
  • Automation policy: Unknown (terms not checked)

OIPP status

Not yet on the open protocol. Vauban (Carta Fund Administration, UK/EU) 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 (eShares, Inc.). 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 (eShares, Inc.): show your listing

If you operate Vauban (Carta Fund Administration, UK/EU), 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.

Vauban (Carta Fund Administration, UK/EU): Listed on OpenInvestorPortal

<a href="https://openinvestorportal.com/portals/vauban-carta/" title="Vauban (Carta Fund Administration, UK/EU) on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/vauban-carta.svg" alt="Vauban (Carta Fund Administration, UK/EU): 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

Vauban (acquired by Carta 2022) is operated as Carta's UK/EU fund administration; LP experience is the Carta LP portal. Confidence: high on Carta MCP server existence and OAuth model (vendor docs + multiple third-party summaries); high on partner-gated REST API. Medium on SSO (Carta documents SSO setup for fund-admin firms, not LPs). Investor-side API: not documented; the MCP server follows user permissions, so LP access is possible in principle but unconfirmed. Carta ToS not retrievable (403).

Sources checked for the assessment:

Questions

Does Vauban (Carta Fund Administration, UK/EU) have an API?

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

Does Vauban (Carta Fund Administration, UK/EU) have an MCP server?

Yes. An MCP server is available for Vauban (Carta Fund Administration, UK/EU). Carta (eShares, Inc.) maintains it. The registry has not confirmed that an investor account can use it.

Can investors download documents from Vauban (Carta Fund Administration, UK/EU) programmatically?

The registry rates investor access 3 of 5: exports, SFTP or email feeds, no investor-side API. Carta MCP server with OAuth scoped to the signed-in user's permissions and a partner-gated REST API/Data Warehouse exist; LP eligibility for MCP undocumented; LP portal offers PDF/XLSX and capital call emails. 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.

Independent community research. Not affiliated with Carta (eShares, Inc.). Facts are unverified community research as of 2026-11-07.

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