--- title: "Connect Karbon to Bloom Growth - APIANT.ai" description: "When \"New work item\" fires in Karbon, your agent runs \"Create Issue\" in Bloom Growth." canonical: "https://apiant.ai/connect/karbon-to-bloom-growth" --- # Connect Karbon to Bloom Growth When **New work item** fires in [Karbon](https://apiant.ai/connections/karbon), your agent runs **Create Issue** in [Bloom Growth](https://apiant.ai/connections/bloom-growth). Describe the whole flow and it is built, tested on every scenario and kept running. Karbon **1** trigger Karbon **16** actions Bloom Growth **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Karbon and Bloom Growth 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 Karbon can start in Bloom Growth - When **New work item** in Karbon then **Create Issue** in Bloom Growth - When **New work item** in Karbon then **Add Goal** in Bloom Growth 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 Karbon and Bloom Growth ## Triggers and actions 1 trigger · 38 actions - 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. - Action **Add Goal** Creates a new goal (Rock) in Bloom Growth, optionally assigned to an accountable user. - Action **Add Meeting** Create a new L10 meeting. - Action **Add Metric** Creates a new metric (measurable) on the Bloom Growth scorecard. - Action **Create a Personal To-Do** Creates a Personal To-do - Action **Create Headline** Creates a headline in a Bloom Growth Level 10 meeting. - Action **Create Issue** Creates an issue on a Bloom Growth meeting's issues list. - Action **Create Meeting To-Do** Create a to-do for a meeting - Action **Get Current Week** Returns the current week in Bloom Growth, including its week id and dates. Useful for updating a metric's score for this week. - Action **Get Goal** Retrieve a single goal (rock) by ID. - Action **Get Headline** Retrieves a single headline by its ID. - Action **Get Issue** Retrieves a single issue by its id. - Action **Get Metric** Retrieve a single metric (measurable) by ID. - Action **Get To-Do** Retrieve a single to-do by ID. - Action **List Goals** Lists the goals (Rocks) owned by a user in Bloom Growth — the connected user by default, or the user you name. - Action **List Meetings** Lists the Level 10 meetings of the connected user, or of a chosen user. - Action **List Metrics** Lists the metrics (Measurables) owned by a Bloom Growth user, or by the connected user when no user is given. - Action **List To-Dos** Lists the to-dos of the connected user, or of a specific user when a user id is given. - Action **Update Current Metric** Sets a metric's score for the current week in Bloom Growth. - Action **Update Goal** Updates a goal's data - Action **Update Metric** Updates a metric (measurable) in Bloom Growth: its name, goal direction, target, unit type and alternate target. - Action **Update To-Do** Updates the title and/or due date of an existing Bloom Growth to-do. - Action **Update To-Do Completion** Updates a to-do's completion status ## Each app on its own - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) - [ **Bloom Growth** Increase productivity and collaboration with prebuilt— and customizable— Weekly Meeting agenda, with easy...](https://apiant.ai/connections/bloom-growth) Reviews ## What our customers say ## More from Karbon - [ **Karbon to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/karbon-to-salesforce) - [ **Karbon to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/karbon-to-slack) - [ **Karbon to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karbon-to-mailchimp) - [ **Karbon to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/karbon-to-stripe) - [ **Karbon to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/karbon-to-shopify) - [ **Karbon to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/karbon-to-quickbooks-online) ## More into Bloom Growth - [ **HubSpot to Bloom Growth** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-bloom-growth) - [ **Salesforce to Bloom Growth** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-bloom-growth) - [ **Slack to Bloom Growth** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-bloom-growth) - [ **Google Sheets to Bloom Growth** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-bloom-growth) - [ **Gmail to Bloom Growth** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-bloom-growth) - [ **Google Calendar to Bloom Growth** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-bloom-growth) Questions ## Karbon and Bloom Growth, answered ### ### What can start an automation from Karbon? Any of Karbon's 1 trigger in the catalog, including New work item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Bloom Growth when something happens in Karbon? Any of Bloom Growth's 22 actions, including Create a Personal To-Do, Create Headline, Create Issue and Create Meeting To-Do. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Bloom Growth to Karbon? Bloom Growth has no triggers in the catalog today, so automations start in Karbon. If you need the other direction, ask: your agent reads Bloom Growth's API documentation and adds it. ### ### Do I have to build a connector for Karbon or Bloom Growth? 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 Karbon and Bloom Growth 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.