---
title: "Connect HappyFox Chat and Karbon - APIANT.ai"
description: "When \"New Missed Chat\" fires in HappyFox Chat, your agent runs \"Create Organization Contact\" in Karbon."
canonical: "https://apiant.ai/connect/happyfox-chat-to-karbon"
---

# Connect HappyFox Chat and Karbon

When **New Missed Chat** fires in [HappyFox Chat](https://apiant.ai/connections/happyfox-chat), your agent runs **Create Organization Contact** in [Karbon](https://apiant.ai/connections/karbon), or **New work item** in Karbon to **List offline messages** in HappyFox Chat. Describe the whole flow and it is built, tested on every scenario and kept running.

HappyFox Chat **3** triggers HappyFox Chat **8** 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 HappyFox Chat 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 HappyFox Chat and Karbon can do together

### From HappyFox Chat to Karbon

- When **New Missed Chat** in HappyFox Chat then **Create Organization Contact** in Karbon
- When **New Offline Message** in HappyFox Chat then **Create Person Contact** in Karbon

### From Karbon to HappyFox Chat

- When **New work item** in Karbon then **List offline messages** in HappyFox Chat
- When **New work item** in Karbon then **Get agent** in HappyFox Chat

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 HappyFox Chat and Karbon

## Triggers and actions 4 triggers · 24 actions

- Trigger

**Finished Chat**

Triggered when a chat in HappyFox Chat ends and its transcript is created.

- Trigger

**New Missed Chat**

Triggered when a chat in HappyFox Chat ends without an agent answering it.

- Trigger

**New Offline Message**

Triggered when a visitor leaves an offline message in HappyFox Chat.

- Action

**Get agent**

Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.

- Action

**Get department**

Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.

- Action

**List agents**

Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.

- Action

**List canned responses**

Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.

- Action

**List departments**

Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.

- Action

**List offline messages**

Returns the offline messages visitors left in HappyFox Chat while no agent was available.

- Action

**List transcripts**

Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.

- Action

**List visitors**

Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.

- 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

- [ **HappyFox Chat** Powerful live chat software built from ground-up for super fast customer support.](https://apiant.ai/connections/happyfox-chat)
- [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon)

Reviews

## What our customers say

## More from HappyFox Chat

- [ **HappyFox Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/happyfox-chat-to-hubspot)
- [ **HappyFox Chat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/happyfox-chat-to-salesforce)
- [ **HappyFox Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/happyfox-chat-to-slack)
- [ **HappyFox Chat to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/happyfox-chat-to-mailchimp)
- [ **HappyFox Chat to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/happyfox-chat-to-stripe)
- [ **HappyFox Chat to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/happyfox-chat-to-shopify)

## 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

## HappyFox Chat and Karbon, answered

###

### What can start an automation from HappyFox Chat?

Any of HappyFox Chat's 3 triggers in the catalog, including New Missed Chat, New Offline Message and Finished Chat. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Karbon when something happens in HappyFox Chat?

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 HappyFox Chat?

Yes. When something happens in Karbon, your agent can act in HappyFox Chat too. This page covers both directions: Karbon's triggers and HappyFox Chat's actions are listed here as well.

###

### Do I have to build a connector for HappyFox Chat 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 HappyFox Chat 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.