--- title: "Karbon integrations and MCP server - APIANT.ai" description: "Connect Karbon to any other app, or use it from your AI client over MCP. Karbon is the collaborative practice management platform for accounting firms." canonical: "https://apiant.ai/connections/karbon" --- # Karbon integrations Connect Karbon to any other app, or use it from your AI client over MCP. Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how. Connects with a token [karbonhq.com](https://karbonhq.com/) **1** trigger **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Karbon? 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) Popular ## Karbon with the apps people pair it with most - [ **HubSpot to Karbon** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-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) - [ **Google Sheets to Karbon** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-karbon) - [ **Gmail to Karbon** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-karbon) - [ **Google Calendar to Karbon** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-karbon) - [ **Google Drive to Karbon** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-karbon) - [ **Karbon to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karbon-to-mailchimp) Pair it ## Connect Karbon with another app - [ **HubSpot to Karbon**](https://apiant.ai/connect/hubspot-to-karbon) - [ **Karbon to Salesforce**](https://apiant.ai/connect/karbon-to-salesforce) - [ **Karbon to Slack**](https://apiant.ai/connect/karbon-to-slack) - [ **Google Sheets to Karbon**](https://apiant.ai/connect/google-sheets-to-karbon) - [ **Gmail to Karbon**](https://apiant.ai/connect/gmail-to-karbon) - [ **Google Calendar to Karbon**](https://apiant.ai/connect/google-calendar-to-karbon) - [ **Google Drive to Karbon**](https://apiant.ai/connect/google-drive-to-karbon) - [ **Karbon to Mailchimp**](https://apiant.ai/connect/karbon-to-mailchimp) - [ **Karbon to Stripe**](https://apiant.ai/connect/karbon-to-stripe) - [ **Karbon to Shopify**](https://apiant.ai/connect/karbon-to-shopify) - [ **Karbon to QuickBooks Online**](https://apiant.ai/connect/karbon-to-quickbooks-online) - [ **Karbon to Pipedrive**](https://apiant.ai/connect/karbon-to-pipedrive) - [ **ActiveCampaign to Karbon**](https://apiant.ai/connect/activecampaign-to-karbon) - [ **Karbon to Notion**](https://apiant.ai/connect/karbon-to-notion) - [ **Airtable to Karbon**](https://apiant.ai/connect/airtable-to-karbon) - [ **Karbon to Trello**](https://apiant.ai/connect/karbon-to-trello) - [ **Asana to Karbon**](https://apiant.ai/connect/asana-to-karbon) - [ **JIRA to Karbon**](https://apiant.ai/connect/jira-to-karbon) - [ **ClickUp to Karbon**](https://apiant.ai/connect/clickup-to-karbon) - [ **Karbon to Zoom**](https://apiant.ai/connect/karbon-to-zoom) - [ **Discord to Karbon**](https://apiant.ai/connect/discord-to-karbon) - [ **Karbon to Twilio**](https://apiant.ai/connect/karbon-to-twilio) - [ **Karbon to SendGrid**](https://apiant.ai/connect/karbon-to-sendgrid) - [ **Karbon to Outlook**](https://apiant.ai/connect/karbon-to-outlook) - [ **Intercom to Karbon**](https://apiant.ai/connect/intercom-to-karbon) - [ **Freshdesk to Karbon**](https://apiant.ai/connect/freshdesk-to-karbon) - [ **Karbon to Klaviyo**](https://apiant.ai/connect/karbon-to-klaviyo) - [ **Brevo to Karbon**](https://apiant.ai/connect/brevo-to-karbon) - [ **Karbon to Typeform**](https://apiant.ai/connect/karbon-to-typeform) - [ **JotForm to Karbon**](https://apiant.ai/connect/jotform-to-karbon) - [ **Calendly to Karbon**](https://apiant.ai/connect/calendly-to-karbon) - [ **Karbon to PandaDoc**](https://apiant.ai/connect/karbon-to-pandadoc) - [ **Karbon to Webflow**](https://apiant.ai/connect/karbon-to-webflow) - [ **Karbon to Wix**](https://apiant.ai/connect/karbon-to-wix) - [ **Karbon to LinkedIn**](https://apiant.ai/connect/karbon-to-linkedin) - [ **Karbon to Facebook**](https://apiant.ai/connect/karbon-to-facebook) - [ **Instagram to Karbon**](https://apiant.ai/connect/instagram-to-karbon) - [ **Karbon to OpenAI**](https://apiant.ai/connect/karbon-to-openai) - [ **Karbon to Anthropic**](https://apiant.ai/connect/karbon-to-anthropic) - [ **Karbon to OneDrive**](https://apiant.ai/connect/karbon-to-onedrive) - [ **Google Docs to Karbon**](https://apiant.ai/connect/google-docs-to-karbon) - [ **Karbon to Ontraport**](https://apiant.ai/connect/karbon-to-ontraport) - [ **Freshworks CRM to Karbon**](https://apiant.ai/connect/freshworks-crm-to-karbon) - [ **GoHighLevel to Karbon**](https://apiant.ai/connect/gohighlevel-to-karbon) - [ **Capsule CRM to Karbon**](https://apiant.ai/connect/capsule-crm-to-karbon) - [ **Copper to Karbon**](https://apiant.ai/connect/copper-to-karbon) - [ **Karbon to Streak**](https://apiant.ai/connect/karbon-to-streak) - [ **Karbon to NetHunt CRM**](https://apiant.ai/connect/karbon-to-nethunt-crm) - [ **Karbon to MINDBODY**](https://apiant.ai/connect/karbon-to-mindbody) - [ **Karbon to Supabase**](https://apiant.ai/connect/karbon-to-supabase) - [ **Karbon to PostgreSQL**](https://apiant.ai/connect/karbon-to-postgresql) - [ **Karbon to MySQL**](https://apiant.ai/connect/karbon-to-mysql) - [ **Karbon to Vercel**](https://apiant.ai/connect/karbon-to-vercel) - [ **Karbon to ElevenLabs**](https://apiant.ai/connect/karbon-to-elevenlabs) - [ **Karbon to PagerDuty**](https://apiant.ai/connect/karbon-to-pagerduty) - [ **Karbon to Pushover**](https://apiant.ai/connect/karbon-to-pushover) - [ **Gravity Forms to Karbon**](https://apiant.ai/connect/gravity-forms-to-karbon) - [ **HubSpot Enterprise to Karbon**](https://apiant.ai/connect/hubspot-enterprise-to-karbon) - [ **Google Forms to Karbon**](https://apiant.ai/connect/google-forms-to-karbon) - [ **Facebook Lead Ads to Karbon**](https://apiant.ai/connect/facebook-lead-ads-to-karbon) What your agent can do with Karbon ## Triggers and actions 1 trigger · 16 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. Reviews ## What our customers say Questions ## Karbon, answered ### ### Is there a Karbon MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Karbon. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Karbon actions on demand, or have APIANT build, test and run automations that use Karbon. Nothing to install. ### ### 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 Karbon? Any of Karbon's 16 actions, including Create Organization Contact, Create Person Contact, Update client group and Update Organization Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Karbon directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Karbon two ways. Ask it to do something in Karbon 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Karbon API? No. APIANT connects to the Karbon API for you, with a token. Describe what you want in plain language and your agent builds it on the Karbon triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Karbon API documentation and adds it. ### ### Which apps can Karbon connect to? Any app in the catalog; the list on this page pairs Karbon with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.