Integration
Connect Invoco and Karbon
When New Call Completed fires in Invoco, your agent runs Create Organization Contact in Karbon, or New work item in Karbon to Send SMS in Invoco. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Invoco and Karbon to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Invoco and Karbon can do together
From Invoco to Karbon
When New Call Completed in Invoco
then Create Organization Contact in Karbon
From Karbon to Invoco
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 Invoco and Karbon
Triggers and actions 6 triggers · 24 actions
- New Call Completed
Triggers when a call (inbound or outbound) on your Invoco numbers completes and appears in your call history.
- New Inbound Call Completed
Triggers when an inbound call on your Invoco numbers has finished. Returns the call's ID, start time, caller, called number, duration and cost.
- New inbound SMS
Triggers when a new text message is received on one of your Invoco numbers.
- New Outbound Call Completed
Triggers when an outbound call on your Invoco account has finished.
- New outbound SMS
Triggers when an SMS is sent from one of your Invoco numbers.
- Get call recording
Downloads the mp3 recording of a call. An error occurs if no recording exists for the call.
- Get call transcript
Returns the transcript and AI analysis (score, call type, summary, speakers) of a completed call.
- Get SMS
Returns a single SMS message by its id, including direction, sender, recipient, text, fragment count and cost.
- List billing history
Returns the billing history (payments) for your Invoco account.
- List call history
Returns your Invoco telephone call history, optionally limited to a date range, including caller, called number, duration, cost and direction for each call.
- List numbers
Returns all of your Invoco telephone numbers, with each number's description and where it currently redirects.
- List SMS history
Returns the text messages sent and received on your Invoco account, newest first, optionally narrowed by date range, direction or phone number.
- Send SMS
Sends a text message from one of your Invoco numbers.
- New work item
Triggers when a new work item is created in Karbon.
- Add client group
Creates a new client group in Karbon, optionally with members, owner, manager and client team.
- Add note
Creates a note in Karbon, optionally assigned to a user and linked to work items, contacts, organizations or client groups.
- Add work item
Creates a new work item for a client in Karbon.
- Create Organization Contact
Creates a new Organization contact in Karbon.
- Create Person Contact
Creates a new person Contact in Karbon and returns the created Contact record.
- 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.
- 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.
- Get work item
Returns the details of a single Karbon work item, including its client, dates, status, fee settings and role assignments.
- List invoices
Returns the invoices in your Karbon account, optionally filtered by invoice status and sorted.
- 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.
- List users
Returns the users in your Karbon account, optionally filtered by name or email address.
- List work items
Returns the work items in your Karbon account, optionally filtered and sorted.
- Update client group
Renames an existing Karbon client group by changing its full name.
- Update Organization Contact
Updates the name or privacy level of an existing Organization contact in Karbon.
- Update Person Contact
Updates the name details or privacy level of an existing Person Contact in Karbon.
- 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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Invoco
Invoco to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Invoco to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Invoco to MailchimpMailchimp marketing automation and email platform.
Invoco to StripeStripe is a payment processing platform for online businesses.
Invoco to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Invoco to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Karbon
HubSpot to KarbonHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to KarbonGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to KarbonGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to KarbonGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to KarbonGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to KarbonActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Invoco and Karbon, answered
What can start an automation from Invoco?
Any of Invoco's 5 triggers in the catalog, including New Call Completed, New Inbound Call Completed, New inbound SMS and New Outbound Call Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Karbon when something happens in Invoco?
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 Invoco?
Yes. When something happens in Karbon, your agent can act in Invoco too. This page covers both directions: Karbon's triggers and Invoco's actions are listed here as well.
Do I have to build a connector for Invoco 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 Invoco 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.