Integration
Connect Karbon and Rocketlane
When New work item fires in Karbon, your agent runs Create Task in Rocketlane, or Account Created in Rocketlane to Create Organization Contact in Karbon. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Karbon and Rocketlane to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Karbon and Rocketlane can do together
From Karbon to Rocketlane
When New work item in Karbon
then Create Task in Rocketlane
When New work item in Karbon
then Post Task Message in Rocketlane
From Rocketlane to Karbon
When Account Created in Rocketlane
then Create Organization Contact in Karbon
When Account Updated in Rocketlane
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 Rocketlane
Triggers and actions 7 triggers · 28 actions
Trigger
New work itemTriggers when a new work item is created in Karbon.
Action
Add client groupCreates a new client group in Karbon, optionally with members, owner, manager and client team.
Action
Add noteCreates a note in Karbon, optionally assigned to a user and linked to work items, contacts, organizations or client groups.
Action
Add work itemCreates a new work item for a client in Karbon.
Action
Create Organization ContactCreates a new Organization contact in Karbon.
Action
Create Person ContactCreates a new person Contact in Karbon and returns the created Contact record.
Action
Find an Organization ContactFinds Organization contacts in Karbon matching a full name, email address, external key or contact type, and returns the matching organizations.
Action
Find a Person ContactFinds person contacts in Karbon by email address, full name, phone number, contact type or external key, and returns the matches.
Action
Get work itemReturns the details of a single Karbon work item, including its client, dates, status, fee settings and role assignments.
Action
List invoicesReturns the invoices in your Karbon account, optionally filtered by invoice status and sorted.
Action
List timesheetsReturns 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 usersReturns the users in your Karbon account, optionally filtered by name or email address.
Action
List work itemsReturns the work items in your Karbon account, optionally filtered and sorted.
Action
Update client groupRenames an existing Karbon client group by changing its full name.
Action
Update Organization ContactUpdates the name or privacy level of an existing Organization contact in Karbon.
Action
Update Person ContactUpdates the name details or privacy level of an existing Person Contact in Karbon.
Action
Update work itemUpdates a Karbon work item's title, description, dates, assignee, work type, role assignments or status. Fields left blank are not changed.
Trigger
Account CreatedTriggers when a new account is created.
Trigger
Account UpdatedTriggers when a account is updated.
Trigger
Project CreatedTriggers when a new project is created.
Trigger
Project UpdatedTriggers when a project is updated.
Trigger
Task CreatedTriggers when a new task is created.
Trigger
Task UpdatedTriggers when a new task is updated.
Action
Archive ProjectArchives a project.
Action
Create AccountCreates an account.
Action
Create ProjectCreates a project.
Action
Create TaskCreates a Task.
Action
Delete ProjectDeletes a project.
Action
List TemplatesReturns the templates available in your Rocketlane account, with the template id needed to import a template into a project.
Action
Post Task MessageCreates a new Task message.
Action
Search ProjectSearch Project By Id.
Action
Search TaskSearch Task By Id.
Action
Update ProjectUpdates a project.
Action
Update TaskUpdates a Task.
Action
UserSearch User By Email Id.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Karbon and Rocketlane, 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 Rocketlane when something happens in Karbon?
Any of Rocketlane's 12 actions, including Create Account, Create Project, Create Task and Post Task Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rocketlane to Karbon?
Yes. When something happens in Rocketlane, your agent can act in Karbon too. This page covers both directions: Rocketlane's triggers and Karbon's actions are listed here as well.
Do I have to build a connector for Karbon or Rocketlane?
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 Rocketlane 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.