Integration · Projects & tasks

Connect Claude & ChatGPT to Karbon

Ask your AI which work items are open for a client, what an invoice came to, or to log a note on a client's timeline in Karbon. It can find and update contacts and organizations, create work items from your templates, add notes, and read invoices, payments and time entries. Practice questions get answered without opening each client.

Connect Karbon free

Free plan, no credit card. Takes about a minute.

Try asking

“What work items are open for Harbor Dental?”
The AI finds the organization and lists its work items with status, dates and assignee.
“Create a year-end work item for Harbor Dental, assigned to [email protected], starting Monday.”
It looks up your work templates and creates the work item with title, client, start date and assignee.
“Add a note to Jane Doe's timeline: sent the engagement letter today.”
It finds the contact and adds a note with subject and body, written by the author email you give.

What your AI can do

Clients and contacts

Search, create and update contacts and organizations, read client groups, and keep business cards with emails, phones and addresses up to date.

Work and notes

List and read work items, create new ones from your work templates, and add notes to a client or work item timeline.

Billing and time

Read invoices with lines and amounts, payments received and individual time entries, plus your users and teams.

“Update the phone number for Harbor Dental.”
It reads the organization's business card and updates the phone number on it.
“Show me invoice INV-1042 and the payments we received this month.”
It reads the invoice with lines and amounts, and lists payments received.
“How much time was logged on the Harbor Dental year-end?”
It lists the time entries for that work item so you can see who logged what.

26 tools for Karbon

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_contactChanges dataCreate a contact with `first_name`, `last_name` and optional business cards, client owner and manager. Search first to avoid duplicates.
create_noteChanges dataAdd a note with `subject`, `body` (HTML allowed) and `author_email_address`, linked via `timelines` to a contact, organization, client group or work item; can be assigned with a to-do date.
create_organizationChanges dataCreate an organization with `full_name` and optional business cards, client owner and manager.
create_work_itemChanges dataCreate a work item: `title`, `client_key` and `client_type`, `start_date` and `assignee_email_address`; optional due date, work template and status.
get_business_cardGet a business card (email, phone, address, website) by `business_card_key`.
get_client_groupGet one client group by `client_groupkey`.
get_contactGet one contact by `contactkey`; use `expand` to include business cards and more.
get_invoiceGet one invoice by `invoice_key`, with lines and amounts.
get_noteGet one note by its ID.
get_organizationGet one organization by `organizationkey`; use `expand` for business cards and more.
get_paymentGet one payment by `payment_key`.
get_time_entryGet one time entry by its key.
get_work_itemGet one work item by its key, with status, dates, assignee and client.
list_client_groupsList client groups (households or related clients), with OData `filter`, `limit` and `offset`.
list_contactsList contacts (people), with OData `filter` (e.g. FullName eq 'Jane Doe'), `orderby`, `limit` and `offset`. Use to find a contact key.
list_invoicesList invoices, with OData `filter`, `orderby`, `limit` and `offset`.
list_organizationsList organizations (company clients), with OData `filter`, `orderby`, `limit` and `offset`. Use to find an organization key.
list_paymentsList payments received, with `limit` and `offset`.
list_teamsList the teams in your Karbon account.
list_time_entriesList time entries, with OData `filter`, `orderby`, `limit` and `offset`.
list_usersList the users (team members) in your Karbon account, e.g. to find an assignee's email.
list_work_itemsList work items (jobs), with OData `filter` (e.g. by client or status), `orderby`, `limit` and `offset`.
list_work_templatesList work templates, useful when creating a work item from a template.
update_business_cardChanges dataUpdate a contact's or organization's business card by `business_card_key`: emails, phone numbers, addresses, websites and role.
update_contactChanges dataUpdate a contact's name fields by `contactkey`. Only the fields you pass change.
update_organizationChanges dataRename an organization by `organizationkey` (`full_name`).

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Karbon from the app list.
2
Paste your key
Paste two values from the same Karbon API application: the Authorization token (a 36-character GUID) and the AccessKey (a long key starting with eyJ). In Karbon go to Settings > Connected Apps > API Applications and open your API application. Your Karbon account needs API access.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Karbon?

The AI can read contacts, organizations, client groups, business cards, work items, work templates, notes, invoices, payments, time entries, users and teams. It can create and update contacts and organizations, update business cards, create work items and add notes. It cannot delete anything or create invoices.

Does the AI see my Karbon keys?

No. Your Karbon Authorization token and AccessKey are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Creating work items, adding notes and changing client details can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Karbon account.

Why does Karbon need two keys?

Karbon asks for both an Authorization token and an AccessKey on every API call. Both come from the same API application under Settings > Connected Apps > API Applications, and they are not interchangeable: the Authorization token is a 36-character GUID, the AccessKey is a long key starting with eyJ. You paste both into PipMCP.