> ## Documentation Index > Fetch the complete documentation index at: https://docs.nekt.com/llms.txt > Use this file to discover all available pages before exploring further. # Carta as a data source > Bring data from Carta to Nekt. Carta is a platform that helps companies and investors manage their cap tables, valuations, investments, and equity plans. It provides a centralized system for tracking and managing equity, ensuring compliance and simplifying complex financial processes. ## Configuring Carta as a Source In the [Sources](https://app.nekt.ai/sources) tab, click on the "Add source" button located on the top right of your screen. Then, select the Carta option from the list of connectors. Click **Next** and you'll be prompted to add your access. ### 1. Add account access You'll need your Carta API credentials for this connection. In order to get access to the API, you need to ask for access directly to Carta ([read this guide](https://docs.carta.com/carta/docs/introduction) if you want to know more). Once you have API access, add your access details: * **Client ID**: Your Client ID for the Carta API. * **Client Secret**: Your Client Secret for the Carta API. When this is done, click **Next**. ### 2. Select streams Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you. > Tip: The stream can be found more easily by typing its name. Select the streams and click **Next**. ### 3. Configure data streams Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync. * **Table name**: we suggest a name, but feel free to customize it. You have the option to add a **prefix** and make this process faster! * **Sync Type**: you can choose between INCREMENTAL and FULL\_TABLE. * Incremental: every time the extraction happens, we'll get only the new data - which is good if, for example, you want to keep every record ever fetched. * Full table: every time the extraction happens, we'll get the current state of the data - which is good if, for example, you don't want to have deleted data in your catalog. Once you are done configuring, click **Next**. ### 4. Configure data source Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your [Trigger](https://docs.nekt.com/runs/scheduling-and-triggers), consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can determine when to execute a [full sync](https://docs.nekt.com/get-started/core-concepts/types-of-sync#additional-full-sync). This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click **Next** to finalize the setup. ### 5. Check your new source You can view your new source on the [Sources](https://app.nekt.ai/sources) page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog. For you to be able to see it on your [Catalog](https://app.nekt.ai/catalog), you need at least one successful source run. # Streams and Fields Below you'll find all available data streams from Carta and their corresponding fields: Stream for managing firms in your Carta account. **Key Fields:** * `id`: Unique identifier for the firm. * `name`: Name of the firm. Stream for managing funds within a firm. **Key Fields:** * `id`: Unique identifier for the fund. * `firmId`: Identifier for the firm associated with the fund. * `name`: Name of the fund. Stream containing information about investments made by funds. **Key Fields:** * `id`: Unique identifier for the investment. * `firmId`: Identifier for the firm associated with the investment. * `fundId`: Identifier for the fund associated with the investment. * `companyId`: Identifier for the company associated with the investment. * `legalName`: Legal name of the company. * `doingBusinessAsName`: Doing business as name of the company. * `website`: Website of the company. * `country`: Country of the company. * `stateOfIncorporation`: State of incorporation of the company. * `cartaCompany`: Whether the company is a Carta company. * `reference_cap_table_id`: Reference capitalization table ID. Stream for managing capitalization tables for investments. **Key Fields:** * `id`: Unique identifier for the capitalization table. * `firmId`: Identifier for the firm associated with the capitalization table. * `fundId`: Identifier for the fund associated with the capitalization table. * `companyId`: Identifier for the company associated with the capitalization table. * `name`: Name of the capitalization table. * `type`: Type of the capitalization table. * `asOfDate.value`: The date as of which the capitalization table is valid. Stream for detailed information within a capitalization table. **Key Fields:** * `id`: Unique identifier for the capitalization table detail. * `firmId`: Identifier for the firm associated with the capitalization table. * `fundId`: Identifier for the fund associated with the capitalization table. * `companyId`: Identifier for the company associated with the capitalization table. * `capitalizationTableId`: Identifier for the capitalization table. * `asOfDate.value`: The date as of which the capitalization table details are valid. * `summary`: An object containing summary information for the capitalization table (e.g., `fullyDilutedShares`, `outstandingShares`, `cashRaised`). * `shareClassDetails`: A list of objects with details for each share class. * `optionPoolSummaries`: A list of objects with summaries for each option pool. * `warrantBlockDetails`: A list of objects with details for each warrant block. Stream for managing fund investment documents. **Key Fields:** * `documentId`: Unique identifier for the document. * `fundId`: Identifier for the fund associated with the document. * `firmId`: Identifier for the firm associated with the document. * `documentName`: Name of the document. * `fundName`: Name of the fund. * `firmName`: Name of the firm. * `effectiveDate.value`: Effective date of the document. * `sharedDate.value`: Date when the document was shared. * `portfolioId`: Identifier for the portfolio this document belongs to. Stream for downloading fund investment documents. **Key Fields:** * `portfolioId`: Identifier for the portfolio. * `documentId`: Unique identifier for the document. * `documentName`: Name of the document. * `downloadUrl`: URL to download the document. * `downloadUrlExpirationTime`: Expiration time for the download URL. Stream for managing issuers in your Carta account. **Key Fields:** * `id`: Unique identifier for the issuer. * `legalName`: Legal name of the issuer. * `doingBusinessAsName`: Doing business as name of the issuer. * `website`: Website URL of the issuer. * `status`: Status of the issuer. * `createdAt`: Timestamp when the issuer was created. * `updatedAt`: Timestamp when the issuer was last updated. Stream for the capitalization table of a specific issuer. **Key Fields:** * `issuerId`: Unique identifier for the issuer. * `asOfDate.value`: The date as of which the capitalization table is valid. * `summary`: An object containing summary information for the capitalization table. * `shareClassDetails`: A list of objects with details for each share class. * `shareClassSummaries`: A list of objects with summaries for each share class. * `optionPoolSummaries`: A list of objects with summaries for each option pool. * `warrantBlockDetails`: A list of objects with details for each warrant block. * `warrantBlockSummaries`: A list of objects with summaries for each warrant block. * `noteBlockSummaries`: A list of objects with summaries for each note block. Stream for the stakeholder capitalization table of a specific issuer. **Key Fields:** * `issuerId`: Unique identifier for the issuer. * `asOfDate`: Date as of which the capitalization table is valid. * `stakeholderGroups`: A list of objects, each representing a stakeholder group with detailed information. Stream for the stakeholder capitalization table of a specific investment. **Key Fields:** * `id`: Unique identifier for the stakeholder capitalization table. * `companyId`: Identifier for the company. * `asOfDate`: Date as of which the capitalization table is valid. * `firmId`: Identifier for the firm. * `fundId`: Identifier for the fund. * `capitalizationTableId`: Identifier for the capitalization table. * `stakeholderGroups`: A list of objects, each representing a stakeholder group with detailed information. Stream for managing shareholder portfolios. **Key Fields:** * `portfolioId`: Unique identifier for the portfolio. * `legalName`: Legal name of the portfolio. * `createTime`: Timestamp when the portfolio was created. Stream for issuers within a specific portfolio. **Key Fields:** * `id`: Unique identifier for the issuer. * `portfolioId`: Identifier for the portfolio associated with the issuer. * `legalName`: Legal name of the issuer. * `doingBusinessAsName`: Doing business as name of the issuer. * `website`: Website URL of the issuer. ## Skills for agents Carta connector documentation as plain markdown, for use in AI agent contexts.