--- title: "Connect Karbon and vPlan - APIANT.ai" description: "When \"New work item\" fires in Karbon, your agent runs \"List cards\" in vPlan, or \"New or Changed Card\" in vPlan to \"Create Organization Contact\" in Karbon." canonical: "https://apiant.ai/connect/karbon-to-vplan" --- # Connect Karbon and vPlan When **New work item** fires in [Karbon](https://apiant.ai/connections/karbon), your agent runs **List cards** in [vPlan](https://apiant.ai/connections/vplan), or **New or Changed Card** in vPlan 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 vPlan **2** triggers vPlan **6** 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 vPlan 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 vPlan can do together ### From Karbon to vPlan - When **New work item** in Karbon then **List cards** in vPlan - When **New work item** in Karbon then **List users** in vPlan ### From vPlan to Karbon - When **New or Changed Card** in vPlan then **Create Organization Contact** in Karbon - When **New or Changed Collection** in vPlan 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 vPlan ## Triggers and actions 3 triggers · 22 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 or Changed Card** Triggers when a card is created or changed in your vPlan account. - Trigger **New or Changed Collection** Triggers when a collection is created or changed in vPlan. - Action **List boards** Returns the boards in your vPlan account. - Action **List cards** Returns the cards in your vPlan account. - Action **List collections** Returns the collections in your vPlan account. - Action **List resources** Returns the resources (people and equipment you plan) in your vPlan account. - Action **List users** Returns the users in your vPlan account. - Action **Update collection** Updates an existing vPlan collection's name, description, dates, status or board. ## Each app on its own - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) - [ **vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connections/vplan) 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 vPlan - [ **Dub to vPlan** Dub is the open-source link management infrastructure for modern marketing teams.](https://apiant.ai/connect/dub-to-vplan) - [ **Helpwise to vPlan** Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a...](https://apiant.ai/connect/helpwise-to-vplan) - [ **HubSpot to vPlan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vplan) - [ **Salesforce to vPlan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vplan) - [ **Slack to vPlan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vplan) - [ **Google Sheets to vPlan** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vplan) Questions ## Karbon and vPlan, 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 vPlan when something happens in Karbon? Any of vPlan's 6 actions, including Update collection, List boards, List cards and List collections. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from vPlan to Karbon? Yes. When something happens in vPlan, your agent can act in Karbon too. This page covers both directions: vPlan's triggers and Karbon's actions are listed here as well. ### ### Do I have to build a connector for Karbon or vPlan? 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 vPlan 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.