--- title: "Connect Karbon to iClosed - APIANT.ai" description: "When \"New work item\" fires in Karbon, your agent runs \"Add deal\" in iClosed. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/karbon-to-iclosed" --- # Connect Karbon to iClosed When **New work item** fires in [Karbon](https://apiant.ai/connections/karbon), your agent runs **Add deal** in [iClosed](https://apiant.ai/connections/iclosed). Describe the whole flow and it is built, tested on every scenario and kept running. Karbon **1** trigger Karbon **16** actions iClosed **25** 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 iClosed 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 iClosed - When **New work item** in Karbon then **Add deal** in iClosed - When **New work item** in Karbon then **Create Contact** in iClosed 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 iClosed ## Triggers and actions 1 trigger · 41 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 Call Outcome** Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call. - Action **Add custom field** Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field. - Action **Add deal** Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions. - Action **Add product** Creates a new product in your iClosed account and returns the created product. - Action **Cancel Call** Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking. - Action **Create Contact** Creates a new contact in iClosed, or updates the existing contact with the same email or phone number. - Action **Create Note** Adds a note to an existing contact in iClosed. - Action **Create Transaction** Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details. - Action **Delete transaction** Permanently deletes a transaction by its ID. This cannot be undone. - Action **Get event** Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix. - Action **List contact notes** Returns the notes recorded on an iClosed contact, optionally only those written by a specific user. - Action **List deals** Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range. - Action **List events** Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type. - Action **List products** Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting. - Action **Search Call** Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range. - Action **Search Contact** Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts. - Action **Search Custom Fields** Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier. - Action **Search Transaction** Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date. - Action **Search Users** Finds users in your iClosed account whose name or email matches the search text, including removed users. - Action **Update call** Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call. - Action **Update Contact** Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed. - Action **Update Contact Custom Field** Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier. - Action **Update deal** Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal. - Action **Update product** Updates an existing product's name or description in iClosed and returns the updated product. - Action **Update transaction** Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction. ## Each app on its own - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) - [ **iClosed** iClosed is a sales analytics & scheduler platform that helps you scale your business.](https://apiant.ai/connections/iclosed) 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 iClosed - [ **HubSpot to iClosed** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iclosed) - [ **Salesforce to iClosed** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iclosed) - [ **Slack to iClosed** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iclosed) - [ **Google Sheets to iClosed** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-iclosed) - [ **Gmail to iClosed** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iclosed) - [ **Google Calendar to iClosed** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iclosed) Questions ## Karbon and iClosed, 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 iClosed when something happens in Karbon? Any of iClosed's 25 actions, including Create Contact, Create Note, Create Transaction and Update call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from iClosed to Karbon? iClosed has no triggers in the catalog today, so automations start in Karbon. If you need the other direction, ask: your agent reads iClosed's API documentation and adds it. ### ### Do I have to build a connector for Karbon or iClosed? 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 iClosed 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.