• NEW
  • READ
  • HISTORY
  • HUMAN

How to manage client contact details with your AI

Connect Karbon to your agent to handle client data without switching tabs. You can build new profiles or dig into existing notes through a simple chat.

Ask AI about this page

Short answer

How can I manage Karbon client details using my AI?

Your agent can create new client profiles and fetch specific contact information or past notes from Karbon. This lets you update your records and review client history using natural language. You'll see exactly how the data moves in the breakdown below.

Data outcomes

Where your data lands.

The AI performs these specific actions within Karbon.

NEW

New client profiles

The AI uses the contact creation tool to add a person to Karbon. You get a fresh entry in your database without manual typing.

READ

Detailed profiles

Your agent pulls specific contact info from Karbon. You get the exact details you need to answer questions about a client.

HISTORY

Client activity notes

The AI reads through historical notes attached to a contact. You can quickly catch up on past interactions or specific client preferences.

HUMAN

Manual review

The AI cannot delete or modify existing contact fields. You stay in control of sensitive data changes and deletions.

The workflow

What your AI does when you ask.

The agent acts as a bridge between your chat and the Karbon database.

  1. Add a client

    When you give the agent a name and email, it sends that data straight to Karbon to set up a new record.

    create_contact

  2. Find a person

    The agent searches for a specific individual to pull their current contact information.

    get_contact

  3. Check history

    The agent looks up the specific notes logged under a contact's profile.

    list_contact_notes

  4. Verify details

    The agent uses the contact retrieval tool to confirm you have the right person before you proceed with work.

    get_contact

Try it

Copy these to start.

Use these prompts to trigger the Karbon tools.

Starting points

These are basic ideas. Swap out the names and emails with your actual client 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

  • Create a new contact in Karbon for Sarah Jenkins with the email sarah.j@example.com.

  • Get the contact details for the client named Miller Group.

  • Show me the historical notes for the contact with email techcorp@startup.io.

  • Find the contact info for our client, Acme Corp, in Karbon.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Karbon once, then ask.

Click the link to link your account. Your login stays encrypted and secure on our end. Once connected, you can use any of these commands in your preferred AI client.

Connect Karbon to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a client from Karbon?

    No. The AI can only create or retrieve information. You must handle deletions manually in Karbon.

  • 02

    Can the AI change a client's phone number?

    No. The current tools only allow for creating new contacts or reading existing data.

  • 03

    Does the AI see all my Karbon data?

    The AI only accesses the specific contact information or notes you ask for through the tools.

  • 04

    Can I use this with Claude?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    How does the AI find the right contact?

    The agent uses the contact details you provide to search for and retrieve the correct profile from Karbon.

  • More questions about Karbon? See everything the Karbon Connector can do

Connect Karbon to Claude, Cursor, ChatGPT & more