• STAFF
  • WORKLOAD
  • PROJECTS
  • HUMAN

How to audit staff assignments with your AI

Connect Karbon to your AI client once. After that, you can ask questions about your team's workload and project ownership without clicking through menus.

Ask AI about this page

Short answer

How can I see which staff are assigned to specific projects?

Your AI pulls your user list and work items from Karbon to map people to their tasks. You'll get a clear view of current assignments and workload distribution.

Audit outcomes

Where your data lands.

The AI organizes Karbon data into these specific views.

STAFF

Identify team members

The AI pulls your full user list so you can see everyone in the system. This makes it easy to cross-reference names against active tasks.

WORKLOAD

Check task distribution

By looking at work items, your AI identifies which staff members are overextended or underutilized. You get a snapshot of current capacity.

PROJECTS

Verify project ownership

The AI matches specific work items to the assigned staff. You can quickly confirm if the right person is handling a specific client matter.

HUMAN

Manual adjustments

The AI only reads data. If you need to change an assignment or reassign a task, you still do that directly in Karbon.

The workflow

What your AI does when the request arrives.

The AI follows a logical path to gather the data you asked for.

  1. Identify users

    The AI first looks up your team members to ensure it has the correct names for the audit.

    list_users

  2. Gather work items

    It pulls the list of active tasks and projects currently in your Karbon instance.

    list_work_items

  3. Inspect specific tasks

    To get the details on who is actually assigned to a specific item, the AI looks deeper into individual work records.

    get_work_item

  4. Report findings

    The AI compares the user list against the work item assignments to answer your specific question.

    list_userslist_work_items

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are basic starting points. Swap out the names of people or projects with your actual Karbon data.

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.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 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"
    }
  }
}
Copy into chat04

  • List all users in Karbon and tell me who is currently assigned to the Smith account.

  • Which staff members have the most work items assigned to them right now?

  • Show me all work items assigned to Sarah Jenkins.

  • Are there any projects in Karbon that don't have a staff member assigned yet?

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Start here

Connect Karbon once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure, and you can immediately start chatting with your data.

Connect Karbon to your AI

FAQ

How this task behaves

  • 01

    Can the AI reassign a task to a different person?

    No. The AI can only read your Karbon data. You must perform all reassignments and edits within Karbon itself.

  • 02

    Can the AI delete work items?

    No. This MCP is read-only for these specific actions. It cannot delete or modify any of your records.

  • 03

    Does the AI see all my client data?

    The AI only sees the data it needs to answer your specific request, such as user lists and work item details.

  • 04

    How does it know which users are in my firm?

    It uses the list_users tool to pull your current staff directory from Karbon.

  • 05

    Can I ask about specific work item details?

    Yes. Once the AI identifies a work item, it can pull the specific details for that item to give you a full picture.

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