How to Use the Karbon MCP in Claude Code

Q: How do I configure the Karbon MCP Server in Claude Code?

Run the claude mcp add command in your terminal, specifying the HTTP transport and the server URL. The CLI tool saves this configuration directly to your local settings file.

Q: How does Claude Code list my Karbon firm users?

The CLI agent executes listusers to retrieve your firm's active directory. You can then filter the terminal output to find specific team members or assignees.

Q: Can I add notes to a contact from the terminal?

Yes. You can query notes using listcontactnotes and ask the CLI agent to append new context or details to any specific contact record.

Manage Karbon contacts and pipe work items directly into your terminal workflows using Claude Code.

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Create your Vinkius account to connect Karbon to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Karbon with Claude Code

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Command-Line Firm Audits with Claude Code

The `list_work_items` tool fetches all active project engagements directly into your shell. Claude Code lets you query this list, filter by status, and pipe the output into standard terminal utilities like grep or jq. You don't need a heavy browser interface to see what is stuck. This MCP Server setup turns your command line into a high-speed reporting dashboard for your accounting firm.

Headless Contact Management via CLI

The `create_contact` tool registers new people or organizations directly from a terminal command. When you're processing a batch of new clients, you can feed a text file to Claude Code and let it run. The agent uses `list_people` and `list_organizations` to verify the database state before execution. It keeps your terminal-based onboarding scripts fast and clean.

Automate Task Lists in CI/CD Pipelines

The `list_work_tasks` tool retrieves specific checklists for any active work item during automated build runs. You can script Claude Code to run in a GitHub Action, checking off deployment steps as they pass. Using `update_work_item`, the CLI agent updates the project status to reflect successful deployments. It bridges the gap between your development pipelines and your firm's administrative tracking.

Setup guide

Set up Karbon MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see karbon-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Karbon transactions." It will automatically discover and invoke the available Karbon tools.

Terminal

claude mcp add --transport http karbon-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Karbon MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "karbon-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Karbon MCP in Claude Code

Run the `claude mcp add` command in your terminal, specifying the HTTP transport and the server URL. The CLI tool saves this configuration directly to your local settings file.

Yes, you can ask Claude Code to output your work items or contacts as JSON. This lets you pipe the results into tools like jq for custom terminal reporting.

The CLI agent executes `list_users` to retrieve your firm's active directory. You can then filter the terminal output to find specific team members or assignees.

Yes. You can query notes using `list_contact_notes` and ask the CLI agent to append new context or details to any specific contact record.

Your contacts, notes, and work items are transmitted via encrypted MCP transport directly to the API endpoint. No external logging or secondary storage is used, keeping your firm's data strictly under your control.

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