--- title: "Connect Karbon and LiveSwitch - APIANT.ai" description: "When \"New work item\" fires in Karbon, your agent runs \"Find Contact by ID\" in LiveSwitch." canonical: "https://apiant.ai/connect/karbon-to-liveswitch" --- # Connect Karbon and LiveSwitch When **New work item** fires in [Karbon](https://apiant.ai/connections/karbon), your agent runs **Find Contact by ID** in [LiveSwitch](https://apiant.ai/connections/liveswitch), or **New Contact Matching Filter** in LiveSwitch to **Create Organization Contact** in Karbon. Describe the whole flow and it is built, tested on every scenario and kept running. Karbon **1** trigger Karbon **16** actions LiveSwitch **5** triggers LiveSwitch **21** 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 LiveSwitch 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 and LiveSwitch can do together ### From Karbon to LiveSwitch - When **New work item** in Karbon then **Find Contact by ID** in LiveSwitch - When **New work item** in Karbon then **Find Contact by Phone** in LiveSwitch ### From LiveSwitch to Karbon - When **New Contact Matching Filter** in LiveSwitch then **Create Organization Contact** in Karbon - When **New Conversation Matching Filter** in LiveSwitch then **Create Person Contact** in Karbon 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 LiveSwitch ## Triggers and actions 6 triggers · 37 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. - Trigger **New Contact Matching Filter** Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter. - Trigger **New Conversation Matching Filter** Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter. - Trigger **New Guided Instructions** Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps. - Trigger **New Project** Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID. - Trigger **New Tag** Triggers when a new tag is created in LiveSwitch. - Action **Create Conversation** Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links. - Action **Create Project** Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links. - Action **Create Tag** Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag. - Action **Find All Tags** Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose. - Action **Find Contact by ID** Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values. - Action **Find Contact by Phone** Returns the LiveSwitch contact that has the given phone number, including its custom attributes. - Action **Find Conversation by ID** Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes. - Action **Find Conversations** Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order. - Action **Find Document by ID** Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links. - Action **Find Form by ID** Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects. - Action **Find Form Submission by ID** Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given. - Action **Find Guided Instructions** Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type. - Action **Find Project by ID** Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes. - Action **Find Projects** Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter. - Action **Find Recording by ID** Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags. - Action **Find Recordings by Conversation** Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags. - Action **Find Recordings by Project** Returns the recordings that belong to the specified project, including their public links, status, type and tags. - Action **Get Current User (Me)** Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization. - Action **Get Organization Settings** Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled. - Action **Update Conversation** Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation. - Action **Update Tag** Updates the name or display color of an existing tag and returns the updated tag. ## Each app on its own - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) - [ **LiveSwitch** LiveSwitch is a video business communication company that provides instant connectivity between customers...](https://apiant.ai/connections/liveswitch) 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 LiveSwitch - [ **HubSpot to LiveSwitch** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-liveswitch) - [ **Google Sheets to LiveSwitch** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-liveswitch) - [ **Gmail to LiveSwitch** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-liveswitch) - [ **Google Calendar to LiveSwitch** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-liveswitch) - [ **Google Drive to LiveSwitch** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-liveswitch) - [ **ActiveCampaign to LiveSwitch** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-liveswitch) Questions ## Karbon and LiveSwitch, 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 LiveSwitch when something happens in Karbon? Any of LiveSwitch's 21 actions, including Create Conversation, Create Project, Create Tag and Update Conversation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LiveSwitch to Karbon? Yes. When something happens in LiveSwitch, your agent can act in Karbon too. This page covers both directions: LiveSwitch's triggers and Karbon's actions are listed here as well. ### ### Do I have to build a connector for Karbon or LiveSwitch? 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 LiveSwitch 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.