MCP For Claude Marketplace
Karbon

Karbon MCP Connector for Claude

A+

Manage your accounting firm's workflow, contacts, and work items directly via AI agents.

12 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

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
practice-managementworkflow-automationaccounting-softwaretask-managementclient-collaboration

12 tools expose this connector's capabilities to your AI agent.

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)

get_contact

Get detailed information for a specific contact

get_work_item

Get details for a specific work item

list_organizations

). List only organizational contacts

list_people

). List only individual people contacts

list_work_tasks

List tasks for a specific work item

update_work_item

Update an existing work item

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)

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)

See how to talk to your AI agent using Karbon.

List all my organizational contacts in Karbon.

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?

Show me the tasks for the work item with key 'WORK_123'.

I found 8 tasks for work item 'WORK_123'. Current pending items include 'Review Tax Documents' and 'Client Interview'. 5 tasks are already completed.

Create a new organization contact named 'Tech Pioneers'.

Successfully created the organization 'Tech Pioneers' in your Karbon contacts. The unique key assigned is 'CONTACT_987'.

Yes, the `create_work_item` tool allows specifying a work type, which corresponds to your templates in Karbon. This helps in quickly starting new client engagements.

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