Integrate Karbon with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: Can I filter contacts to see only organizations?

Absolutely. Use the listorganizations tool to retrieve only organizational entities, or listpeople to see individual contacts.

Manage your accounting firm's workflow, contacts, and work items directly via AI agents.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create contact on Karbon

Requires a name and contact type (Person or Organization). Create a new contact in Karbon

create

Create work item on Karbon

Requires a title and a work type. Create a new work item (project)

get

Get contact on Karbon

Get detailed information for a specific contact

get

Get work item on Karbon

Get details for a specific work item

list

List contact notes on Karbon

List notes for a specific contact

list

List contacts on Karbon

Useful for a broad overview of clients and associates. List all contacts (Organizations and People)

list

List organizations on Karbon

). List only organizational contacts

list

List people on Karbon

). List only individual people contacts

list

List users on Karbon

Use this to identify assignees or firm members. List all users in the Karbon firm

list

List work items on Karbon

Use this to track firm workflows and engagements. List all work items (workflows)

list

List work tasks on Karbon

List tasks for a specific work item

update

Update work item on Karbon

Update an existing work item

Security & Code Integrity Audit

Every tool in the Karbon MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

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.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

Karbon Capabilities for AI Assistants

Add the Karbon tool to your AI Agents. The toolkit allows Claude and ChatGPT to securely fetch and update targeted data.

Automating practice management with AI

Use Karbon to manage practice management via conversational interfaces. The integration centralizes access control for customer relationship management operations performed by ChatGPT.

AI-Driven workflow automation Workflows

The Karbon server supports direct MCP connections for workflow automation. This provides Claude with the required permissions to execute customer relationship management functions.