How to Use the Karbon MCP in Claude

Q: How do I connect Karbon to Claude Desktop?

Open your claudedesktopconfig.json file. Add the Karbon MCP Server command and arguments, then restart the application to see the tools appear.

Q: Can Claude Desktop create new Karbon work items?

Yes. It calls createworkitem when you ask it to spin up a new project. You just need to provide a title and the specific work type.

Manage your accounting firm's workflows and contacts directly inside Claude Desktop.

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Connect Karbon MCP to Claude Desktop

Create your Vinkius account to connect Karbon to Claude Desktop 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 Desktop

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Client context inside Claude Desktop

The Karbon MCP Server lets Claude read and write your firm's contact database. You can pull specific client details using `get_contact` or grab a full directory with `list_contacts` before drafting an email. Need to separate businesses from individuals? The `list_organizations` and `list_people` tools handle that split automatically. You can also log new leads straight from your chat using `create_contact` without opening a browser tab.

Track firm workflows

Your agent uses `list_work_items` to pull active engagements and check their status. If a client asks for a project update, Claude grabs the exact details through `get_work_item` and reads the underlying steps via `list_work_tasks`. It goes both ways. You can instruct your client to build a new project using `create_work_item` and assign it a specific work type. If a deadline shifts, `update_work_item` pushes that change back to your board immediately.

Map tasks to firm members

Finding out who owns a specific return or audit requires knowing your team structure. Claude runs `list_users` to see every active member in your firm and match them to their assigned work. Combine this with `list_contact_notes` to see what your staff actually discussed with the client. It cuts out the back-and-forth messaging when you just need to know who handled the last phone call.

Setup guide

Set up Karbon MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Karbon MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Karbon MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under karbon-mcp.

json

{
  "mcpServers": {
    "karbon-mcp": {
      "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 Desktop

Open your claude_desktop_config.json file. Add the Karbon MCP Server command and arguments, then restart the application to see the tools appear.

Yes. It calls `create_work_item` when you ask it to spin up a new project. You just need to provide a title and the specific work type.

You have to explicitly ask it to read them. Tell your agent to run `list_contact_notes` for a specific client to pull that history into your current conversation.

It does. You can paste the remote MCP URL into the Integrations menu on claude.ai if you prefer working in the browser instead of the local app.

Your firm's client lists, contact notes, and work items flow directly from the API to your local machine. The server runs locally, meaning your accounting records stay between your computer and the API provider.

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