Skip to main content
Select Actions to adjust the guide
Some actions may require additional configuration in the provider to be accessible. Choose the actions you need and the guide will be updated.
Action
Scope(s)
Loading actions…
Dynamic Guide URL
Scopes Selected
Separator
You need an approved account on the Carta Developer Portal. Carta reviews developer applications monthly — sign up in advance and start with a Playground app for testing before requesting production access.


​
Register a Carta developer app
Carta exposes two API environments — Production (api.carta.com, live data) and
Playground (api.playground.carta.team, real playground tenant data). Sign up for
developer access first, create a Playground app to test the integration, then follow
Carta’s Migrate to Production guide when you’re ready to go live.
1
Sign in to Carta
Sign in to your Carta developer account.
  • If you don’t have developer access yet, register at the Carta developer portal. Carta reviews applications monthly.
2
Create a Playground app
In the developer portal, click Create App and complete the app creation form.
  • Name — a display name for the app (for example, StackOne Integration).
  • Description — a short description of the integration.
  • Company name — the company that owns the integration.
  • Homepage URL — a public URL for the integration or company.
  • Icon — a JPG or PNG image, minimum 300px by 300px.
  • Grant type — select OAuth 2.0 (Authorization Code).
  • Callbacks — paste https://api.stackone.com/connect/oauth2/carta/callback. Callbacks must exactly match at authorize-time.
  • Scopes — enable the scopes your integration needs (see the next section).
3
Copy the Client ID and Client Secret
After creating the app, click View app details and open the API Keys section.
  • Copy the Client ID from the app configuration.
  • Generate and copy the Client Secret — treat this like a password. It is shown only when generated.
  • Store both securely for use later.
4
Migrate to production
When the Playground integration is working end to end, follow Carta’s Migrate to
Production guide
to promote the app. Carta must review and approve the scopes bound to the
production app before it can be used against live data.


​
Select the scopes your integration needs
Enable each scope your integration needs when creating the app. Scopes are bound at the
developer-app level — you cannot request scopes at authorize-time that weren’t granted
to the app.
1
Enable OAuth scopes on the app
Enables actions: Download Fund Investment Document, Get Capitalization Table, Get Certificate, Get Compensation Benchmark Attributes, Get Compensation Benchmarks, Get Convertible Note, Get Current User, Get Draft Issuer, Get Draft Option Grant, Get Fair Market Value For Portfolio Issuer, Get Issuer, Get Open Cap Table, Get Option Grant, Get Restricted Stock Award, Get Restricted Stock Unit, Get Shareholder Portfolio, Get Stakeholder, Get Stakeholder Capitalization Table, List Capitalization Tables, List Cash Balances, List Certificates, List Convertible Notes, List Corporations, List Fair Market Values, List Firm Performance Metrics, List Firms, List Fund Investment Documents, List Fund Performance Metrics, List Funds, List Interests, List Investments, List Issuers, List Option Exercises, List Option Grants, List Partner Contacts, List Points Of Contact, List Portfolio Issuers, List Restricted Stock Awards, List Restricted Stock Units, List Share Classes, List Shareholder Portfolios, List Stakeholders, List Transactions, List Vesting Schedule Templates
In the app’s Scopes section on the Carta developer portal, enable each scope
your integration needs.


​
Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Carta:

1
Navigate to Connector Profiles
Login to StackOne and navigate to Connector Profiles
2
Create New Connector Profile
  • Click + Connector Profile
  • Search for and select Carta
  • Select Type as OAuth 2.0
  • Fill out the fields using details retrieved from your provider:
    • Client ID
    • Client Secret
    • Scopes (Optional)
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile

Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for Carta.