Karbon MCP Server
Manage your accounting firm's workflow, contacts, and work items directly via AI agents.
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…et tout client compatible MCP
Karbon MCP Server : voyez votre AI Agent en action
Capacités intégrées (12)
create_contact
Requires a name and contact type (Person or Organization). Create a new contact in Karbon
create_work_item
Requires a title and a work type. Create a new work item (project)
get_contact
Get detailed information for a specific contact
get_work_item
Get details for a specific work item
list_contact_notes
List notes for a specific contact
list_contacts
Useful for a broad overview of clients and associates. List all contacts (Organizations and People)
list_organizations
). List only organizational contacts
list_people
). List only individual people contacts
list_users
Use this to identify assignees or firm members. List all users in the Karbon firm
list_work_items
Use this to track firm workflows and engagements. List all work items (workflows)
list_work_tasks
List tasks for a specific work item
update_work_item
Update an existing work item
Ce que ce connecteur débloque
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
1. Subscribe to this server
2. Enter your Karbon Access Key and Bearer Token
3. 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
Questions fréquemment posées
Donnez à vos agents IA la puissance de Karbon
Accédez à Karbon et à plus de 2 000 serveurs MCP — prêts à être utilisés par vos agents, dès maintenant. Pas de code glue. Pas d'intégrations personnalisées. Branchez simplement Vinkius AI Gateway et laissez vos agents travailler.
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