Bring Practice Management
to Windsurf
Create your Vinkius account to connect Karbon to Windsurf and start using all 12 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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
How it works
- Subscribe to this server
- Enter your Karbon Access Key and Bearer Token
- Start managing your firm's practice from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Accounting Firm Owners — Get instant visibility into work progress and team performance
- Project Managers — Automate the creation of work items and tracking of task completion
- Client Managers — Quickly retrieve contact details and historical notes before meetings
Built-in capabilities (12)
Requires a name and contact type (Person or Organization). Create a new contact in Karbon
Requires a title and a work type. Create a new work item (project)
Get detailed information for a specific contact
Get details for a specific work item
List notes for a specific contact
Useful for a broad overview of clients and associates. List all contacts (Organizations and People)
). List only organizational contacts
). List only individual people contacts
Use this to identify assignees or firm members. List all users in the Karbon firm
Use this to track firm workflows and engagements. List all work items (workflows)
List tasks for a specific work item
Update an existing work item
Why Windsurf?
Windsurf's Cascade agent chains multiple Karbon tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Karbon in Windsurf
Why run Karbon with Vinkius?
The Karbon connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 12 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Karbon using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Karbon and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Karbon to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Karbon for Windsurf
Every request between Windsurf and Karbon is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.
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