name: Carta API Plans and Pricing
description: >-
  Carta's API access model is geared toward partners and Carta platform
  customers. Third-party partners require an invitation and a valid SOC 2
  Type 2 certification. Existing Carta customers (companies and investment
  firms) may request API access to their own data on demand. Public pricing
  for API access is not published; partners are directed to contact
  partners@carta.com for commercial terms. Playground / mock environment
  access is available without credentials via mock-api.carta.com.
specificationVersion: '0.1'
plans:
  - name: Customer Self-Service
    description: >-
      Carta platform customers (companies, investment firms) can request API
      access to consume their own Carta data on demand. This access is tied
      to their existing Carta subscription and does not require a separate
      API pricing tier.
    access: on-demand
    requiresExistingSubscription: true
    apiSuites:
      - Issuer API
      - Investor API
      - Portfolio API
    authMethods:
      - OAuth 2.0 Authorization Code Flow
      - OAuth 2.0 Client Credentials Flow
    mockEnvironmentURL: https://mock-api.carta.com

  - name: Partner Program (Invite-Only)
    description: >-
      Third-party partners wishing to consume Carta data on behalf of shared
      customers must apply to the partner program. As of 2025, access is
      invite-only and requires a valid SOC 2 Type 2 certification. Commercial
      pricing is negotiated directly with Carta's partner team.
    access: invite-only
    certificationRequired: SOC 2 Type 2
    contact: partners@carta.com
    apiSuites:
      - Launch API
      - Investor API
      - Issuer API
      - Portfolio API
      - CRM API
    authMethods:
      - OAuth 2.0 Authorization Code Flow
      - OAuth 2.0 Client Credentials Flow
      - OpenID Connect
    mockEnvironmentURL: https://mock-api.carta.com

  - name: Playground / Sandbox
    description: >-
      A mocking service is available to all developers at mock-api.carta.com
      for experimentation and integration development without requiring
      production credentials or partner approval.
    access: open
    requiresCredentials: false
    rateLimits:
      requestsPerSecond: 5
      requestsPerMinute: 150
    mockEnvironmentURL: https://mock-api.carta.com

pricing:
  model: negotiated
  publicPricingURL: https://carta.com/plans/pricing-for-investors/
  notes: >-
    Specific API pricing is not publicly listed. Partner pricing is based on
    stakeholder count and plan tier and is negotiated through the partner team.
    Refer to https://carta.com/plans/ for general platform pricing.