--- title: "Connect Karbon to Memberspot - APIANT.ai" description: "When \"New work item\" fires in Karbon, your agent runs \"Revoke Order Access\" in Memberspot." canonical: "https://apiant.ai/connect/karbon-to-memberspot" --- # Connect Karbon to Memberspot When **New work item** fires in [Karbon](https://apiant.ai/connections/karbon), your agent runs **Revoke Order Access** in [Memberspot](https://apiant.ai/connections/memberspot). Describe the whole flow and it is built, tested on every scenario and kept running. Karbon **1** trigger Karbon **16** actions Memberspot **20** 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 Memberspot 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 Memberspot - When **New work item** in Karbon then **Revoke Order Access** in Memberspot - When **New work item** in Karbon then **Enable Chapter Access by User Id** in Memberspot 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 Memberspot ## Triggers and actions 1 trigger · 36 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 **Delete Access** Removes a user's access to an offer entirely, identified by the user's email address. - Action **Delete Order Access** Removes a user's access to every offer granted under a specific order ID, identified by the user's email. - Action **Delete User by User Id (POST)** Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped. - Action **Delete Users** Deletes up to 10 users from your Memberspot school by email address. - Action **Delete Users by User Id (DELETE Method)** Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped. - Action **Enable Chapter Access by User Id** Gives a member access to a specific chapter of a course, identified by their user ID. - Action **Find User by Mail** Finds a Memberspot user by their email address and returns their profile, active state and custom user properties. - Action **Find User by User Id** Returns the Memberspot user with the given user id, or found=false when no such user exists. - Action **Grant Access** Grants a user access to an offer by email address, creating the user if they don't exist yet. - Action **Grant User Access by User Id** Grants an existing Memberspot user access to an offer, identified by the user's id. - Action **Revoke Access** Revokes (deactivates) a user's access to an offer, identified by the user's email address. - Action **Revoke Order Access** Revokes (deactivates) a user's access to every offer granted under a given order ID, identified by the user's email. The access is kept but set inactive. - Action **Set Access Expires** Sets or removes the date a user's access to an offer expires. - Action **Set Access State by UserId** Sets whether a user's access to an offer is active or inactive, identified by the user's id. Leaving the state blank removes the offer from the user. - Action **Set Custom Property** Sets one custom user property on a Memberspot user identified by email, and returns the updated user. - Action **Set Custom User Property by Users Id** Sets the values of one or more custom properties on a Memberspot user, identified by user ID, and returns the updated user. - Action **Set Order State by Order Id** Sets the state of all offers with a given order ID across every user — activates, deactivates or removes them. - Action **Set Order State by User Id** Sets the active state of every offer a user holds under a given order ID, or removes that access when no state is given. - Action **Users Course Progress List by User Id** Returns the course progress of a Memberspot user, for every course they have, looked up by user ID. - Action **Users Course Progress List by User Id and Course Id** Returns a member's progress in one specific course, looked up by their user ID. ## Each app on its own - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) - [ **Memberspot** Memberspot is an online course and video-hosting platform.](https://apiant.ai/connections/memberspot) 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 Memberspot - [ **HubSpot to Memberspot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-memberspot) - [ **Salesforce to Memberspot** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-memberspot) - [ **Slack to Memberspot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-memberspot) - [ **Google Sheets to Memberspot** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-memberspot) - [ **Gmail to Memberspot** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-memberspot) - [ **Google Calendar to Memberspot** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-memberspot) Questions ## Karbon and Memberspot, 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 Memberspot when something happens in Karbon? Any of Memberspot's 20 actions, including Enable Chapter Access by User Id, Find User by Mail, Find User by User Id and Grant Access. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Memberspot to Karbon? Memberspot has no triggers in the catalog today, so automations start in Karbon. If you need the other direction, ask: your agent reads Memberspot's API documentation and adds it. ### ### Do I have to build a connector for Karbon or Memberspot? 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 Memberspot 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.