--- title: "Connect Clearstream and Karbon - APIANT.ai" description: "When \"New Incoming Text\" fires in Clearstream, your agent runs \"Create Organization Contact\" in Karbon." canonical: "https://apiant.ai/connect/clearstream-to-karbon" --- # Connect Clearstream and Karbon When **New Incoming Text** fires in [Clearstream](https://apiant.ai/connections/clearstream), your agent runs **Create Organization Contact** in [Karbon](https://apiant.ai/connections/karbon), or **New work item** in Karbon to **Add Tag to Subscriber** in Clearstream. Describe the whole flow and it is built, tested on every scenario and kept running. Clearstream **2** triggers Clearstream **10** actions Karbon **1** trigger Karbon **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clearstream and Karbon to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Clearstream and Karbon can do together ### From Clearstream to Karbon - When **New Incoming Text** in Clearstream then **Create Organization Contact** in Karbon - When **New Subscriber** in Clearstream then **Create Person Contact** in Karbon ### From Karbon to Clearstream - When **New work item** in Karbon then **Add Tag to Subscriber** in Clearstream - When **New work item** in Karbon then **Create List** in Clearstream Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Clearstream and Karbon ## Triggers and actions 3 triggers · 26 actions - Trigger **New Incoming Text** Triggers when a new incoming text is received in your Clearstream account. - Trigger **New Subscriber** Triggers when a new subscriber is added to your Clearstream account. - Action **Add Tag to Subscriber** Adds a tag to a subscriber in your Clearstream account. - Action **Create List** Creates a new subscriber list in your Clearstream account. - Action **Create Tag** Creates a new tag in your Clearstream account. - Action **Get Subscriber** Returns one Clearstream subscriber, looked up by mobile number, with their lists and tags. - Action **List Lists** Returns the subscriber lists in your Clearstream account, optionally filtered by name or locked status. - Action **List Tags** Returns the tags in your Clearstream account, optionally filtered by name. - Action **Opt-Out Subscriber** Opts a subscriber out of your Clearstream account so they no longer receive texts. - Action **Remove Subscriber From List** Removes a subscriber from one of your Clearstream lists. The subscriber stays opted in to your account. - Action **Send Text to Number** Sends a one-to-one text message to a single mobile number from your Clearstream account. - Action **Update Subscriber** Updates an existing Clearstream subscriber's name, email, lists or tags. - Trigger **New work item** Triggers when a new work item is created in Karbon. - Action **Add client group** Creates a new client group in Karbon, optionally with members, owner, manager and client team. - Action **Add note** Creates a note in Karbon, optionally assigned to a user and linked to work items, contacts, organizations or client groups. - Action **Add work item** Creates a new work item for a client in Karbon. - Action **Create Organization Contact** Creates a new Organization contact in Karbon. - Action **Create Person Contact** Creates a new person Contact in Karbon and returns the created Contact record. - Action **Find an Organization Contact** Finds Organization contacts in Karbon matching a full name, email address, external key or contact type, and returns the matching organizations. - Action **Find a Person Contact** Finds person contacts in Karbon by email address, full name, phone number, contact type or external key, and returns the matches. - Action **Get work item** Returns the details of a single Karbon work item, including its client, dates, status, fee settings and role assignments. - Action **List invoices** Returns the invoices in your Karbon account, optionally filtered by invoice status and sorted. - Action **List timesheets** Returns a list of timesheets from your Karbon account, optionally filtered by date, user, work item or status, with their time entries if requested. - Action **List users** Returns the users in your Karbon account, optionally filtered by name or email address. - Action **List work items** Returns the work items in your Karbon account, optionally filtered and sorted. - Action **Update client group** Renames an existing Karbon client group by changing its full name. - Action **Update Organization Contact** Updates the name or privacy level of an existing Organization contact in Karbon. - Action **Update Person Contact** Updates the name details or privacy level of an existing Person Contact in Karbon. - Action **Update work item** Updates a Karbon work item's title, description, dates, assignee, work type, role assignments or status. Fields left blank are not changed. ## Each app on its own - [ **Clearstream** Clearstream is a two-way SMS communication tool for churches and non-profits.](https://apiant.ai/connections/clearstream) - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) Reviews ## What our customers say ## More from Clearstream - [ **Clearstream to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clearstream-to-hubspot) - [ **Clearstream to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clearstream-to-salesforce) - [ **Clearstream to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clearstream-to-slack) - [ **Clearstream to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clearstream-to-google-sheets) - [ **Clearstream to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clearstream-to-gmail) - [ **Clearstream to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clearstream-to-google-calendar) ## More into Karbon - [ **eSputnik to Karbon** ESputnik is a marketing automation service made to embody the toughest ideas of enterprise level solutions...](https://apiant.ai/connect/esputnik-to-karbon) - [ **HubSpot to Karbon** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-karbon) - [ **Google Sheets to Karbon** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-karbon) - [ **Gmail to Karbon** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-karbon) - [ **Google Calendar to Karbon** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-karbon) - [ **Google Drive to Karbon** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-karbon) Questions ## Clearstream and Karbon, answered ### ### What can start an automation from Clearstream? Any of Clearstream's 2 triggers in the catalog, including New Incoming Text and New Subscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Karbon when something happens in Clearstream? Any of Karbon's 16 actions, including Create Organization Contact, Create Person Contact, Update client group and Update Organization Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Karbon to Clearstream? Yes. When something happens in Karbon, your agent can act in Clearstream too. This page covers both directions: Karbon's triggers and Clearstream's actions are listed here as well. ### ### Do I have to build a connector for Clearstream or Karbon? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Clearstream and Karbon without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.