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Compliance ConnectorsSetup by categoryBusiness Applications

Carta

Connect Carta to Safeguard: what it provides, how to set it up, and the frameworks it provides evidence for.

Connect Carta so Griffin AI can search it. This provider does not produce audit evidence.

CategoryBusiness Applications
Connect withAPI token
What a connection producesSearch only

Connect with an API token

  1. In Carta:

    1. Sign in to Carta's developer portal at developers.app.carta.com.
    2. Click Create App.
    3. Choose the client credentials grant type (for your own Carta account's data) and select only the read scopes you need.
    4. Click View app details and copy the client_id and client_secret.

    Carta's public documentation does not cover every step.

    Source: docs.carta.com, docs.carta.com, checked 2026-10-07.

  2. On Compliance › Connectors, open Carta, click Connect, choose API token and fill in:

    FieldWhat to enter
    API token / Personal access tokenRequired. Stored encrypted and never shown again.
    Base URL (optional)—
    Account / Org / Workspace (optional)—
  3. Click Connect with token.

Frameworks

Carta publishes no API for what these tests check, so its evidence is an attestation: connect it to record the connection, then attest the result. An accepted attestation counts toward each control below.

FrameworkEvidenceControlsTests
SOC2AttestationCC6.2, CC6.31
ISO/IEC 27001AttestationA.5.181
HIPAA Security RuleAttestation164.308(a)(3)1
PCI DSSAttestation7.2.41
NIST CSF 2.0AttestationPR.AA-051

These tests are switched on per workspace by the Safeguard team.

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