--- title: "Connect Karbon to Rezdy - APIANT.ai" description: "When \"New work item\" fires in Karbon, your agent runs \"Add customer\" in Rezdy." canonical: "https://apiant.ai/connect/karbon-to-rezdy" --- # Connect Karbon to Rezdy When **New work item** fires in [Karbon](https://apiant.ai/connections/karbon), your agent runs **Add customer** in [Rezdy](https://apiant.ai/connections/rezdy). Describe the whole flow and it is built, tested on every scenario and kept running. Karbon **1** trigger Karbon **16** actions Rezdy **13** 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 Rezdy 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 Rezdy - When **New work item** in Karbon then **Add customer** in Rezdy - When **New work item** in Karbon then **Add availability** in Rezdy 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 Rezdy ## Triggers and actions 1 trigger · 29 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 availability** Creates a new availability session for a Rezdy product at a specific start time, with its seat count and optional price overrides. Returns the created session. - Action **Add booking** Creates a new booking in Rezdy for one or more products and returns its order number. - Action **Add customer** Creates a new customer in your Rezdy account and returns the created customer record. - Action **Delete booking** Cancels an existing Rezdy booking and returns the cancelled booking. Rezdy notifies the customer unless notifications are turned off, and refunds Automated Payment bookings. - Action **Find availability** Returns the sessions of one or more products in a date range, with seats available and pricing for each session. - Action **Find bookings** Returns the bookings that match your search, such as a customer name, order status, product, tour date or creation date. - Action **Find customers** Returns customers whose first or last name, company name or email match the search text. - Action **Get booking** Returns one Rezdy booking by its order number, including the customer, booked items, participants, payments and booking fields. - Action **Get customer** Returns a customer by their Rezdy ID, including contact details, address and marketing preferences. An error occurs if the customer is not found. - Action **Get product** Returns one Rezdy product by its product code, including its price options, images, extras and booking fields. - Action **Update availability** Updates one session of a product, identified by its local start time, changing its total seats, seats available, or session prices. Returns the updated session. - Action **Update booking** Updates an existing booking's customer, booking fields, participant details, pickup location and reseller details. Details you leave blank keep their current values. - Action **Update product** Updates an existing Rezdy product's details, booking fields and price options, and returns the updated product. ## Each app on its own - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) - [ **Rezdy** Rezdy is a cloud-based reservation software and booking system, designed especially for tour, activity...](https://apiant.ai/connections/rezdy) 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 Rezdy - [ **HubSpot to Rezdy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rezdy) - [ **Salesforce to Rezdy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-rezdy) - [ **Slack to Rezdy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-rezdy) - [ **Google Sheets to Rezdy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rezdy) - [ **Gmail to Rezdy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rezdy) - [ **Google Calendar to Rezdy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rezdy) Questions ## Karbon and Rezdy, 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 Rezdy when something happens in Karbon? Any of Rezdy's 13 actions, including Update availability, Update booking, Update product and Add availability. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Rezdy to Karbon? Rezdy has no triggers in the catalog today, so automations start in Karbon. If you need the other direction, ask: your agent reads Rezdy's API documentation and adds it. ### ### Do I have to build a connector for Karbon or Rezdy? 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 Rezdy 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.