Vinkius

Karbon MCP. Manage Client Records and Project Workflows in Your Chat.

Karbon: Manage your entire accounting firm's operations, contacts, and projects directly through any AI agent. This MCP lets you instantly view client history, track staff availability, and automate work item creation without leaving your chat interface.

Karbon MCP is compatible with Claude Claude
Karbon MCP is compatible with ChatGPT ChatGPT
Karbon MCP is compatible with Cursor Cursor
Karbon MCP is compatible with Gemini Gemini
Karbon MCP is compatible with Windsurf Windsurf
Karbon MCP is compatible with VS Code VS Code
Karbon MCP is compatible with JetBrains JetBrains
Karbon MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Manage Client Records

List, retrieve, or create contacts for people and organizations so your records stay clean.

Automate Project Workflows

Create new projects, list existing work items, and track associated tasks to keep engagements on schedule.

Check Team Availability

Query the firm database to find out which users are assigned to a project or who is available right now.

Waiting for input…

AI Agent
Karbon

What AI agents can do with Karbon: 12 Tools for Practice Management

These tools let you list, create, read, and update every core element of your accounting firm's workflow, from contacts to projects.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Karbon MCP

List Contacts

Retrieves a broad list of all people and organizations in your firm's contacts.

Create Contact

Adds a brand new contact to Karbon, specifying whether it's a Person or an...

Create Work Item

Starts a new project or work item in Karbon, requiring only a title and type.

Get Contact

Fetches complete details for a single specific contact record.

Get Work Item

Retrieves all detailed information for one specific project or work item.

List Contact Notes

Shows all historical notes and comments associated with a given client or associate profile.

List Organizations

Lists only the organizational contacts in your firm.

List People

Lists only individual people contacts, like employees or clients.

List Work Tasks

Shows all specific tasks attached to a particular project or work item.

Update Work Item

Changes the details of an existing work item that needs adjustment.

List Users

Gets a list of every user in the firm, helping you identify assignees and team...

List Work Items

Lists every active workflow and engagement currently tracked by the firm.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Karbon MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Karbon integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Karbon, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Karbon MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Karbon. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

The headache of jumping between tabs and screens.

Today, keeping up with client details means bouncing between the main contact view, the notes history, the project tracker, and the staff roster. You open one tab to check a person's name, jump to another to see the work item status, then click a third just to read old comments—it’s constant context switching that kills your focus.

With this MCP, you talk to your agent instead. You ask it to find an organization, retrieve its contact notes, and check which team members are available for follow-up. It pulls the full picture together in one conversation.

Karbon provides a unified view of client and project data.

You no longer have to manually cross-reference who worked on what, when, or why. Instead of separate searches for people, organizations, and tasks, you can ask the agent to list all work items and then drill down into their associated tasks instantly.

The system now knows your firm's whole landscape—from contacts to team members to current projects—and it delivers that information directly when you need it.

What Karbon MCP does for your AI

This connector gives your agent deep access to Karbon’s practice management features. Instead of jumping between tabs or logging into multiple systems, you can ask for specific data—like listing all contacts (both people and organizations) or checking historical notes on a client profile—and get it instantly. You can automate project tracking by creating new work items or reviewing the status and tasks associated with existing projects.

Plus, your agent knows who's available right now by querying users and firm members. Connecting Karbon through Vinkius gives you one place to manage all these operational details using any compatible AI client.

Built · Hosted · Managed by Vinkius Karbon MCP - Manage Firm Workflow & Client Data
Server ID 019d75bf-625c-7330-9ff8-d14992e52936
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about Karbon MCP

How do I check contact details using the Karbon MCP? +

You use the get_contact tool. You just give your agent the specific contact's key, and it pulls up all their detailed information for you.

Can I list multiple client organizations with this MCP? +

Yes, you can use the list_organizations tool to get a comprehensive overview of every organization record in your firm right away.

What if I need to update an existing project? Do I use the Karbon MCP for that? +

Absolutely. You can call the update_work_item tool, allowing you to change details on a current or past project without needing direct access to the Karbon interface.

Does Karbon MCP help me track team members? +

Yes. The list_users tool lets your agent pull a complete list of all firm users, helping you identify who is available or assigned where.

How does the Karbon MCP handle project tasks? +

It handles them through several tools. You can use list_work_tasks to see what's pending on a project, and even create_work_item if you need to start one.