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How to Use the Karbon MCP in VS Code Copilot

Share live Karbon accounting data across your engineering team in VS Code Copilot.

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VS Code Copilot

Connect Karbon MCP to VS Code Copilot

Create your Vinkius account to connect Karbon to VS Code Copilot 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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Team-wide MCP Server access

The Karbon integration gives your entire dev team access to the same accounting data inside VS Code Copilot. When someone asks about a client setup, the agent runs `get_contact` and pulls the exact details into the chat. You commit the configuration to your repository. Every engineer who pulls the repo immediately gets access to `list_contacts` and `list_contact_notes`, keeping everyone on the exact same page without sharing API keys manually.

Build project syncs

Writing internal tools requires knowing how your firm actually tracks work. Copilot uses `list_work_items` to show you active engagements and `list_work_tasks` to break down the individual steps. You can instruct the agent to prototype an update script. It will use `update_work_item` to test the logic against a staging project, or `create_work_item` to spin up a fresh test case right from your editor.

Map firm users and clients

Building assignment logic into your internal apps is faster when you have real user data. Copilot hits `list_users` to grab your firm's member list and writes the mapping functions based on those actual IDs. It handles client categorization the exact same way. The agent calls `list_organizations` for corporate accounts and `list_people` for individuals, letting you build accurate data models in seconds.

Setup guide

Set up Karbon MCP in VS Code Copilot

Prerequisites

  • VS Code 1.99 or later with GitHub Copilot extension
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP configuration

    Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.

  2. 2

    Add the Karbon MCP

    Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Switch to Agent mode

    Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.

  4. 4

    Verify the connection

    In the Copilot Chat input, type # to list available tools. You should see the Karbon tools listed. Try asking: "List my recent Karbon transactions" and Copilot will invoke them automatically.

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

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 VS Code Copilot

Create a .vscode/mcp.json file in your repository root. Add the server configuration, commit the file, and your whole team gets access instantly.
Yes. You can ask Copilot to run `list_contact_notes` for a specific client ID. It pulls the communication history directly into your sidebar.
It does. The agent executes `create_contact` when you provide a name and specify whether it is a person or an organization.
Ask your agent to check the current workload. It will trigger `list_work_items` to return a list of ongoing engagements.
Your firm's financial workflows, client rosters, and internal notes are processed entirely within your enterprise boundary. The server runs as a zero-trust local subprocess, preventing external data leakage.

Start using the Karbon MCP today

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