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.

Karbon MCP Server for Cursor 12 tools — connect in under 2 minutes

Name: Karbon
Availability: InStock
Author: Vinkius

docs.cursor.com/context/model-context-protocol

Built by Vinkius GDPR 12 Tools IDE

Cursor is an AI-first code editor built on VS Code that integrates LLM-powered coding assistance directly into the development workflow. Its Agent mode enables autonomous multi-step coding tasks, and MCP support lets agents access external data sources and APIs during code generation.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Karbon and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

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

Fully ManagedVinkius Servers

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IAMAccess control

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DLPData protection

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<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Karbon MCP Server

Connect your Karbon account to any AI agent to streamline your accounting firm's operations. This MCP server allows your agent to interact with Karbon's powerful workflow and practice management features.

Cursor's Agent mode turns Karbon into an in-editor superpower. Ask Cursor to generate code using live data from Karbon and it fetches, processes, and writes. all in a single agentic loop. 12 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.

What you can do

Contact Management — List, retrieve, and create contacts (both People and Organizations) to maintain a clean CRM
Workflow Automation — List and create work items, projects, and tasks to keep track of every engagement
Staff Visibility — Query users and firm members to identify assignees and team availability
Note Inspection — Access historical notes and comments recorded against any contact profile
Work Progress — Get detailed status updates and metadata for specific work items and associated tasks

The Karbon MCP Server exposes 12 tools through the Vinkius. Connect it to Cursor in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Karbon to Cursor via MCP

Follow these steps to integrate the Karbon MCP Server with Cursor.

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"

Add the server config

Paste the JSON configuration above into the mcp.json file that opens

Save the file

Cursor will automatically detect the new MCP server

Start using Karbon

Open Agent mode in chat and ask: "Using Karbon, help me...". 12 tools available

Why Use Cursor with the Karbon MCP Server

Cursor AI Code Editor provides unique advantages when paired with Karbon through the Model Context Protocol.

Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context

Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards

MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment

VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools

Karbon + Cursor Use Cases

Practical scenarios where Cursor combined with the Karbon MCP Server delivers measurable value.

Code generation with live data: ask Cursor to generate a security report module using live DNS and subdomain data fetched through MCP

Automated documentation: have Cursor query your API's tool schemas and generate TypeScript interfaces or OpenAPI specs automatically

Infrastructure-as-code: Cursor can fetch domain configurations and generate corresponding Terraform or CloudFormation templates

Test scaffolding: ask Cursor to pull real API responses via MCP and generate unit test fixtures from actual data

Karbon MCP Tools for Cursor (12)

These 12 tools become available when you connect Karbon to Cursor via MCP:

create_contact

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

create_work_item

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

get_contact

Get detailed information for a specific contact

get_work_item

Get details for a specific work item

list_contact_notes

List notes for a specific contact

list_contacts

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

list_organizations

). List only organizational contacts

list_people

). List only individual people contacts

list_users

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

list_work_items

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

list_work_tasks

List tasks for a specific work item

update_work_item

Update an existing work item

Example Prompts for Karbon in Cursor

Ready-to-use prompts you can give your Cursor agent to start working with Karbon immediately.

"List all my organizational contacts in Karbon."

"Show me the tasks for the work item with key 'WORK_123'."

"Create a new organization contact named 'Tech Pioneers'."

Troubleshooting Karbon MCP Server with Cursor

Common issues when connecting Karbon to Cursor through the Vinkius, and how to resolve them.

Tools not appearing in Cursor

Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.

Server shows as disconnected

Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.

Karbon + Cursor FAQ

Common questions about integrating Karbon MCP Server with Cursor.

What is Agent mode and why does it matter for MCP?

Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.

Where does Cursor store MCP configuration?

Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.

Can Cursor use MCP tools in inline edits?

No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.

How do I verify MCP tools are loaded?

Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.