How do I connect my Karbon account?

You need to provide your Karbon Access Key and Bearer Token during the setup process on Vinkius.

Which AI clients can I use with this MCP?

You can use this MCP with any compatible client, including Claude, Cursor, and Windsurf.

Can I create new clients through my AI agent?

Yes, you can use the create_contact capability to add new people or organizations to Karbon.

Can the AI see my team members?

Yes, the list_users capability allows your agent to see all users within your Karbon firm.

Is my data hosted by Vinkius?

Vinkius hosts and manages the MCP, handling the connection and credentials so it is ready to use immediately.

Can the agent create new work items using templates?

Yes, the create_work_item capability 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 capability 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 capability with the unique work item key to see all associated checklist items and tasks.

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Connect Karbon to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your firm's workflows through your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 12 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 12 available through Karbon.

01
List contact notes
This capability pulls all historical notes and comments for a specific contact.
02
List contacts
Use this to get a broad overview of all people and organizations in your Karbon account.
03
Get contact
This capability retrieves detailed information for a single contact.
04
Get work item
Get specific details and metadata for a single work item.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 12 available through Karbon.

05
List organizations
This capability returns a list of only your organizational contacts.
06
List people
Use this to see a list of individual people contacts.
07
List work tasks
This capability lists all tasks associated with a specific work item.
08
Update work item
Use this to modify the details of an existing work item.

Capability set03 / 03

09-12

4 capabilities in this set.

Part of 12 available through Karbon.

09
List users
This capability identifies firm members and assignees by listing all users in the Karbon firm.
10
List work items
Get a full list of all work items and workflows to track firm engagements.
11
Create contact
This capability adds a new person or organization to your Karbon contacts.
12
Create work item
Use this to start a new project by creating a work item with a title and type.

Real work

What teams actually run

Client Briefing

Before a call, ask your agent to pull up the latest notes and contact info for a client.

Workflow Auditing

Ask your agent to list all work items to see which engagements are currently active.

Task Management

Have your agent check the specific tasks within a work item to see what is still pending.

Team Coordination

Use the agent to find out which staff members are assigned to specific projects.

Automate a task

Put Karbon to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Karbon works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Karbon to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

923ms average. Fast in production.

Karbon is checked daily against the live service.

Daily averagePeak 1159ms

Oct 3Today

Fastest day: 775ms
Slowest day: 1159ms
14-day trend: Slowing+29%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 12 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Karbon, so you can see the experience inside your AI.

It does not authenticate your account with Karbon. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Karbon Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_RqqckhwUx2sYaOTMmacPIORjC1RJNoAFpGpmlda4/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Karbon capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "karbon-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RqqckhwUx2sYaOTMmacPIORjC1RJNoAFpGpmlda4/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Karbon in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Karbon owners hand off.

This MCP is built for accounting professionals who need to manage high volumes of client work and staff assignments.

01
Accounting Firm Owners
They use the agent to get instant visibility into team performance and work progress.
02
Project Managers
They hand off the creation of work items and task tracking to the AI.
03
Client Managers
They use the agent to quickly pull up client details and historical notes before meetings.

FAQ

Questions Karbon owners ask.

01
How do I connect my Karbon account?
You need to provide your Karbon Access Key and Bearer Token during the setup process on Vinkius.
02
Which AI clients can I use with this MCP?
You can use this MCP with any compatible client, including Claude, Cursor, and Windsurf.
03
Can I create new clients through my AI agent?
Yes, you can use the create_contact capability to add new people or organizations to Karbon.
04
Can the AI see my team members?
Yes, the list_users capability allows your agent to see all users within your Karbon firm.
05
Is my data hosted by Vinkius?
Vinkius hosts and manages the MCP, handling the connection and credentials so it is ready to use immediately.
06
Can the agent create new work items using templates?
Yes, the create_work_item capability allows specifying a work type, which corresponds to your templates in Karbon. This helps in quickly starting new client engagements.
07
Can I filter contacts to see only organizations?
Absolutely. Use the list_organizations capability to retrieve only organizational entities, or list_people to see individual contacts.
08
Is it possible to view the tasks inside a specific project?
Yes! Use the list_work_tasks capability with the unique work item key to see all associated checklist items and tasks.

Explore

More in Customer Relationship Management

Connect Karbon to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

List contact notes

List contacts

Get contact

Get work item

05-08

List organizations

List people

List work tasks

Update work item

09-12

List users

List work items

Create contact

Create work item

What teams actually run

Client Briefing

Workflow Auditing

Task Management

Team Coordination

Building your own app? The connector is yours to use.

Karbon Connector

Claude Desktop

Accounting Firm Owners

Project Managers

Client Managers

How do I connect my Karbon account?

Which AI clients can I use with this MCP?

Can I create new clients through my AI agent?

Can the AI see my team members?

Is my data hosted by Vinkius?

Can the agent create new work items using templates?

Can I filter contacts to see only organizations?

Is it possible to view the tasks inside a specific project?

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