• STATUS
  • PENDING
  • STUCK
  • HUMAN

How to track work item progress with your AI

Connect Karbon to your agent to automate status monitoring. Your AI handles the heavy lifting of checking task lists and engagement states.

Ask AI about this page

Short answer

How can I track work item progress with my AI?

Your agent uses Karbon tools to pull lists of work items and specific tasks. It identifies which engagements are stuck or which tasks are still pending so you don't have to hunt for them. You get a clear view of what's finished and what needs your attention.

Where every update lands.

Outcomes of monitoring your work.

The AI organizes your Karbon data into actionable categories.

STATUS

Engagement snapshots

The AI pulls current engagement states. You see exactly where each client matter stands in your pipeline.

PENDING

Unfinished task lists

The agent identifies tasks that haven't been completed. You get a direct list of what's still on the plate.

STUCK

Bottleneck alerts

The AI flags items that haven't moved. This highlights where you need to step in and push things forward.

HUMAN

Decision points

The AI identifies items requiring your specific input. It leaves the final judgment and complex changes to you.

The workflow

What your AI does when the data arrives.

Your agent acts as a bridge between your Karbon account and your chat interface.

  1. Scan engagements

    The agent looks through your entire Karbon workspace to find relevant client matters.

    list_work_items

  2. Inspect specific items

    Once it finds a matter of interest, the agent pulls the full details for that specific engagement.

    get_work_item

  3. Check task status

    The agent digs into the individual tasks tied to a work item to see what is actually done.

    list_work_tasks

  4. Report progress

    The agent summarizes the findings in your chat, highlighting what is finished and what is lagging.

    list_work_tasks

Try it

Copy these to start.

Use these prompts to begin interacting with your Karbon data.

Starting points

These are basic starting lines. Swap out the specific client names or engagement IDs with your own.

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 my active work items in Karbon.

  • What are the pending tasks for the Smith engagement?

  • Show me all incomplete tasks within the tax preparation work item.

  • Check the status of the recent audit engagement.

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

Start here

Connect Karbon once, then ask.

Log in via the secure link to authorize the connection. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Karbon to your AI

FAQ

How the Karbon connector behaves.

  • 01

    Can my AI change the status of a task in Karbon?

    No. The current tools only allow the AI to read and list work items and tasks. You must manually update statuses in Karbon.

  • 02

    Can the AI delete work items?

    No. The agent cannot delete or remove any data from your Karbon account.

  • 03

    How often does the AI see updates?

    The AI sees updates every time you ask it a question, as it fetches fresh data from Karbon using the provided tools.

  • 04

    Can I ask about a specific client?

    Yes, as long as that client has a work item or task that the agent can find through the available tools.

  • 05

    Does the AI know about my team members?

    The AI can see the tasks and items assigned to people, but it doesn't manage user permissions or team settings.

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

Connect Karbon to Claude, Cursor, ChatGPT & more