# Karbon MCP > 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. ## Overview - **Category:** customer-relationship-management - **Price:** Free - **Tags:** practice-management, workflow-automation, accounting-software, task-management, client-collaboration ## Description 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. ## Tools ### 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 Organization. ### 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 members. ### list_work_items Lists every active workflow and engagement currently tracked by the firm. ## Prompt Examples **Prompt:** ``` List all my organizational contacts in Karbon. ``` **Response:** ``` I've retrieved 12 organizational contacts from your Karbon account, including 'Acme Corp', 'Global Logistics', and 'Innovate Tech'. Would you like to see more details for any of them? ``` **Prompt:** ``` Show me the tasks for the work item with key 'WORK_123'. ``` **Response:** ``` I found 8 tasks for work item 'WORK_123'. Current pending items include 'Review Tax Documents' and 'Client Interview'. 5 tasks are already completed. ``` **Prompt:** ``` Create a new organization contact named 'Tech Pioneers'. ``` **Response:** ``` Successfully created the organization 'Tech Pioneers' in your Karbon contacts. The unique key assigned is 'CONTACT_987'. ``` ## Capabilities ### 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. ## Use Cases ### Onboarding a New Client A client manager needs to prepare for a kickoff meeting. They ask their agent to list all contacts, find the primary organizational contact, and then pull up any historical notes on that account before they even walk into the room. ### Project Status Check A project manager needs to report progress. They simply tell their agent the work item key, and it retrieves all detailed information for that specific work item, listing both associated tasks and current status updates in one response. ### Team Resource Allocation The firm owner needs to assign a new client project. They ask their agent to list users and then filter by availability, so they know exactly which team member is free right now without calling them directly. ### Updating Client Info A contact changes roles at the company. The manager asks their agent to get the detailed information for that specific contact and then update the work item so all records reflect the new title. ## Benefits - Stop manually checking client records; you can instantly list all people or organizations using the `list_people` or `list_organizations` tools, giving your agent a complete picture of who's involved. - Eliminate status report compiling. You can ask to get details for a specific work item or use `list_work_tasks` to see exactly what needs doing on any project right now. - Never miss client context again. By asking to list notes for a contact, your agent pulls all historical comments and records into one place before you even open the CRM. - Stay informed about team capacity. You can query users via `list_users` so your agent knows who's available to take on a new project or task. - Quickly set up new work. Instead of logging in, you simply ask your agent to create a work item, and it handles the whole setup using the `create_work_item` tool. ## How It Works The bottom line is you get all of Karbon's operational data exposed as tools your AI client can use through Vinkius. 1. Subscribe to this MCP and provide your Karbon Access Key and Bearer Token. 2. Connect the credential set to your preferred AI agent (like Claude or Cursor). 3. Ask your agent a natural language question—for instance, 'What are the pending tasks for Acme Corp?'—and it handles the rest. ## Frequently Asked Questions **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.