Karbon MCP. Manage client data and projects in a chat window.
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Karbon MCP Server manages your accounting firm's client data, projects, and staff directory through AI agents. List contacts, create new accounts, track work items, and review historical notes—all without leaving your AI chat interface.
It gives your agent the ability to act like a virtual project manager for your entire firm.
What your AI agents can do
Create contact
Creates a new contact record in Karbon, requiring a name and specifying if it's a Person or Organization.
Create work item
Creates a new project or work item in Karbon, needing a title and a defined work type.
Get contact
Retrieves all detailed information for a single, specified contact.
Your agent can list all contacts, get details on a specific person or organization, and create new entries into the system.
You can create new work items (projects) and update existing ones, keeping track of firm engagements and status.
Your agent accesses notes and comments attached to any contact, letting you see historical context before a meeting.
You can list all users and firm members to find out who is assigned to a project or who is available.
You get status updates for work items and list all associated tasks, showing where a project stands.
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Supported MCP Clients
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Karbon MCP Server: 12 Tools for Firm Workflow & Contacts
These tools allow your agent to read, write, and update every type of data in Karbon, from contacts and users to projects and tasks.
019d75bfcreate contact
Creates a new contact record in Karbon, requiring a name and specifying if it's a Person or Organization.
019d75bfcreate work item
Creates a new project or work item in Karbon, needing a title and a defined work type.
019d75bfget contact
Retrieves all detailed information for a single, specified contact.
019d75bfget work item
Gets the full details and status for a specific work item or project.
019d75bflist contact notes
Lists all historical notes and comments associated with a specific contact profile.
019d75bflist contacts
Lists every contact in Karbon, including both people and organizations, for a broad overview.
019d75bflist organizations
Lists only the organization contacts in your Karbon account.
019d75bflist people
Lists only individual person contacts in your Karbon account.
019d75bflist users
Lists all users and firm members within the Karbon firm to identify assignees.
019d75bflist work items
Lists all current work items and projects running in your firm.
019d75bflist work tasks
Lists all tasks associated with a specific work item or project.
019d75bfupdate work item
Modifies the details and status of an existing work item or project.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Karbon, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Managing your whole firm from your chat interface. Your agent can handle everything in Karbon, from client contacts to project status. You don't have to jump between tabs; your AI client just acts like a virtual project manager for your whole operation. You'll be listing contacts, building projects, and reviewing history without ever leaving your chat window.
Here's what you can do.
How Karbon MCP Works
- 1 Subscribe to the Karbon MCP Server and input your Karbon Access Key and Bearer Token.
- 2 Tell your AI client what you need to do (e.g., 'List all organizations').
- 3 Your agent runs the necessary tools, pulling the live data and executing the requested action in Karbon.
The bottom line is: your AI client talks to Karbon, and the server executes the command.
Who Is Karbon MCP For?
Accounting firm owners, project managers, and client managers use this. It lets them manage complex firm operations—from client data to project timelines—without switching screens or manually updating records. It keeps everything in the chat window.
Checks team performance and project status across all clients by asking the agent to list work items or list users.
Automates project setup by having the agent create new work items and list tasks for specific projects.
Prepares for meetings by having the agent list contacts and retrieving historical notes for specific clients.
What Changes When You Connect
- See who's available and assigned to a project. Use
list_usersto query the firm directory and identify team members instantly. - Keep client history clean. Use
list_contact_notesto pull all past comments and notes attached to a contact profile before you meet them. - Stop tracking projects manually. Use
list_work_itemsto see every active engagement across the firm, orcreate_work_itemto start a new one. - Avoid creating stale data. Use
create_contactorlist_contactsto build out a clean CRM by listing and adding people or organizations. - Know the project status at a glance. Use
get_work_itemto pull the current details and metadata for any specific work item. - Stay organized. Use
list_work_tasksto see all required steps for a project and help manage task completion.
Real-World Use Cases
Preparing for a Client Meeting
A client manager needs background on 'Acme Corp'. They ask their agent to run get_contact for Acme Corp. The agent returns the contact details, then runs list_contact_notes, giving the manager the full history needed for the meeting. Problem solved.
Auditing Team Capacity
An owner needs to know who worked on the 'Smith' account. They ask the agent to run list_users and cross-reference that list with list_work_items to identify all assignees and check team bandwidth. Problem solved.
Launching a New Project
A project manager starts a new engagement. They ask the agent to run create_work_item with the project title and type. The agent creates the record and immediately runs list_work_tasks to generate the initial task checklist. Problem solved.
Cleaning Up Client Records
The team realizes they missed a key partner. They ask the agent to run list_organizations to see existing accounts, and then use create_contact to add the missing organization, ensuring data integrity. Problem solved.
The Tradeoffs
Guessing the right data type
Trying to update a work item using only the project name. The agent fails because the system needs a unique ID, not just a descriptive name.
→
Always use get_work_item first to get the unique ID. Then use update_work_item with that specific ID and the desired changes. This ensures the update hits the correct record.
Listing everything and getting overwhelmed
Asking the agent to 'show all client data'. This floods the chat with thousands of records, making it impossible to find the one piece of info you need.
→
Be specific. Instead of listing everything, use list_organizations or list_people to narrow the scope. If you need a specific project, use get_work_item with the key.
Manually updating the CRM after a chat session
The agent pulls up a contact's notes, and the user copies the info, then has to manually paste it into a separate CRM tab. This creates friction and risk of error.
→
Use list_contact_notes directly. The agent reads the historical data and presents it in the chat, eliminating the need to copy, paste, and switch applications.
When It Fits, When It Doesn't
Use this server if your core pain is managing interconnected data across multiple systems (CRM, Project Management, Staff Directory) and you need to keep the interaction in a single chat window. It’s ideal for firms that rely on accurate, up-to-date client and project records.
Don't use it if your primary need is simple, isolated data retrieval (e.g., 'What is the capital of France?'). For those, a general knowledge model is fine. If you only need to automate a single, repetitive action (like sending an email), look for a dedicated messaging or communication tool instead. This server is for complex, relational data management.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Karbon. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Juggling client records and project status across multiple tabs is exhausting.
Right now, tracking a client means jumping between the CRM tab, the project dashboard, and the staff directory. You copy a client's name, switch to the project management portal, paste it, and then open a third tab to check historical notes. It's a mess of copy/paste and context switching.
With the Karbon MCP Server, your agent handles it all. You ask, 'What's the status of the Smith account?' and it pulls the work item data, the assigned users, and the latest contact notes—all in the chat. You get answers, not dashboards.
Karbon MCP Server: Manage client data and projects in a chat window.
Before, updating a project meant logging into the portal, finding the correct work item, and clicking through multiple status dropdowns. It was slow, and if you missed a step, the record was wrong.
Now, you simply tell your agent, 'Update the Smith project status to 'Awaiting Client Review'.' The server executes the change instantly. The record is updated, and you move on.
Common Questions About Karbon MCP
How do I use the list_contacts tool with Karbon MCP Server? +
The list_contacts tool gives you a complete list of every person and organization in Karbon. If you only want organizations, use list_organizations instead.
Can I find out which staff members are assigned to a project using Karbon MCP Server? +
Yes, you run list_users to see all firm members. You then ask the agent to filter that list based on the project's assignees.
What is the difference between list_work_items and list_work_tasks? +
list_work_items shows the high-level projects (the container). list_work_tasks lists the individual, actionable steps inside a specific project.
How do I create a new client record with Karbon MCP Server? +
Use the create_contact tool, specifying the name and whether the contact is a Person or an Organization. The agent handles the rest of the creation process.
Does Karbon MCP Server track historical notes on contacts? +
Yes, the list_contact_notes tool accesses all historical notes and comments recorded against a specific contact profile.
How do I list all people contacts using the list_people tool? +
The list_people tool returns a list of individual contacts. You can use this to generate a roster of all people associated with your firm, filtering out organizational accounts.
How do I check the status of a project using the get_work_item tool? +
The get_work_item tool provides detailed metadata, including the current status and associated tasks for any specific work item. This lets you quickly verify if a project is pending, active, or complete.
What information does the list_users tool provide? +
The list_users tool lists all firm members and potential assignees. It's useful for identifying who has capacity or who should be assigned to a new project.
Can the agent create new work items using templates? +
Yes, the create_work_item tool allows specifying a work type, which corresponds to your templates in Karbon. This helps in quickly starting new client engagements.
Can I filter contacts to see only organizations? +
Absolutely. Use the list_organizations tool to retrieve only organizational entities, or list_people to see individual contacts.
Is it possible to view the tasks inside a specific project? +
Yes! Use the list_work_tasks tool with the unique work item key to see all associated checklist items and tasks.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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