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Vinkius

Karbon Connector for AI agents.

12 live capabilities

Manage accounting firm workflows and practice data with your agent.

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AI Agent

Why people use Karbon

Karbon for Accounting Practice Management

This Connector changes that by letting you just ask your agent for the status. Instead of hunting for a project, you get a summary of work items and tasks instantly. You're moving from manual clicking to direct oversight.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

It turns Karbon data into actionable tasks for your AI agent.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    New Client Onboarding

    A manager asks the agent to create a new organization contact and then build the initial project work items for the 'Riverside Realty' account.

  2. Real-world use case 02

    Weekly Status Check

    An owner asks for a summary of all work items and a list of tasks for a specific high-priority project to see if they are on schedule.

  3. Real-world use case 03

    Staffing Audit

    A lead looks for all firm members and then checks the tasks for a specific work item to see who is currently overloaded.

Complete set · 12capabilities

The complete Karbon capability set.

These are the exact actions your AI can choose when you ask it to work with Karbon.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Karbon.

  1. 01 Capability

    List contacts

    Get a full list of every person and organization in your Karbon CRM. This helps you see your entire client base at a glance.

  2. 02 Capability

    Get work item

    Get the full details and metadata for a specific work item. This gives you the full context of a project in one go.

  3. 03 Capability

    List contact notes

    Read all historical notes and comments for a specific contact. This ensures you never miss a detail from previous conversations.

  4. 04 Capability

    Update work item

    Change the status or details of an existing workflow or project. This keeps your firm's projects current without manual updates.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Karbon.

  1. 05 Capability

    Get contact

    Pull up all the specific details for a single client or associate. Use this to get quick facts before a call.

  2. 06 Capability

    List organizations

    Filter your CRM to see only business and corporate contacts. Use this to focus on your B2B client list.

  3. 07 Capability

    List people

    View only individual person contacts within your Karbon account. This is useful for managing personal client relationships.

  4. 08 Capability

    List work tasks

    See every task tied to a specific work item or project. Use this to check the granular progress of a specific engagement.

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Karbon.

  1. 09 Capability

    List users

    Identify which team members are in the firm and who is assigned to what. Use this to manage your staff's current workload.

  2. 10 Capability

    List work items

    View all active workflows and projects across your entire firm. This provides a bird's-eye view of your firm's operations.

  3. 11 Capability

    Create contact

    Add a new person or organization to your CRM with one command. This speeds up the initial steps of client onboarding.

  4. 12 Capability

    Create work item

    Set up a new project or workflow with a specific title and type. This helps you launch new engagements instantly.

Set up in minutes

One URL. Then ask Karbon to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Karbon from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_RqqckhwUx2sYaOTMmacPIORjC1RJNoAFpGpmlda4/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Karbon, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Karbon for the conversation.

Where the request belongs

Work Karbon can move forward.

Built around the request

This is for accounting firm owners and project managers who are tired of the manual overhead of practice management and want to spend more time on client work.

01

Accounting Firm Owner

Uses the Connector to get a high-level view of firm performance and team capacity without digging through individual project folders.

02

Project Manager

Uses the Connector to quickly build out new project structures and ensure every client engagement has the right tasks assigned.

03

Client Manager

Uses the Connector to pull up a client's full history and recent notes seconds before jumping into a meeting.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Aero Workflow logo
01 12 capabilities

Aero Workflow

Organize accounting firm tasks, track client work, and manage team workloads with purpose-built practice management.

View Connector
Productive logo
02 12 capabilities

Productive

Manage your entire agency workflow via Productive. fetch budgets, analyze time entries, track deals, and monitor project health directly from any AI agent.

View Connector
FreeAgent logo
03 12 capabilities

FreeAgent

Manage accounting, track invoices, and oversee bank transactions via AI agents with FreeAgent.

View Connector
Fusioo logo
04 12 capabilities

Fusioo

Manage collaborative workspaces, track records, and oversee custom apps via AI agents with Fusioo.

View Connector
Axonaut logo
05 12 capabilities

Axonaut

All-in-one ERP and CRM automation. manage invoices, quotes, tasks, and company relationships via AI.

View Connector
Daftra logo
06 10 capabilities

Daftra

Equip your AI agent to manage your ERP, accounting, and client relations directly via the Daftra API.

View Connector

Bring your own AI

Change the model, client or framework. Keep Karbon connected.

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Before you connect

Questions about Karbon.

The practical details behind the request, access and result.

Can the Karbon MCP help me see my team's workload?

Yes, it lets your agent see every firm member and the tasks assigned to them. You can quickly identify who is overbooked without clicking through every profile.

How does the Karbon MCP help with new client onboarding?

It makes it much faster. Your agent can create the organization contact and the initial work items for the project in a single interaction.

Can I use the Karbon MCP to see past conversations with clients?

Yes, the agent can pull up all historical notes for a specific contact. This is great for getting up to speed before a meeting.

Will the Karbon MCP replace my project management software?

No, it's an extension. It lets your AI agent interact with your existing Karbon setup so you can manage your firm's work more naturally.

Can my agent update task statuses for me?

Definitely. You can tell your agent to update a work item, and it will change the status in Karbon automatically.

Is the Karbon MCP good for large accounting firms?

It's great for any firm using Karbon. It helps keep the practice management side organized regardless of your firm's size.

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.

One connection away

Give your agent a direct line to Karbon.

Connect Karbon once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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