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.

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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.

69 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_custom_fieldChanges dataCreate a new custom field. API summary: Creates a new custom field definition.
create_customerChanges dataCreate a new customer. Required: full name. API summary: Creates a new Client Group.
create_expenseChanges dataCreate a new expense. Required: timeline, expense date, value, billable value or description. API summary: Creates a new Expense.
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_paymentChanges dataCreate a new payment. Required: invoice key, payment method, payment date or total amount. API summary: Create a manual payment against an Invoice.
create_subscriptionDeletesCreate a new subscription. Destructive action; may require approval. API summary: Creates a new Webhook Subscription.
create_userChanges dataCreate a new user. Required: name or email address. API summary: Creates a new User.
create_user_membersChanges dataCreate a new user. Required: user keys. API summary: Adds one or more members to a Team.
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.
create_work_scheduleChanges dataCreate a new work schedule. Required: created from work item key, recurrence frequency, custom frequency multiple, schedule start date, schedule due date method or prevent start end on weekend. API summary: Creates a new Work Schedule.
delete_custom_fieldDeletesPermanently delete a custom field by custom field definition key. Destructive action; may require approval. API summary: Deletes a custom field definition by key.
delete_paymentDeletesPermanently delete a payment by payment key. Destructive action; may require approval. API summary: Delete a manual payment.
delete_subscriptionDeletesPermanently delete a subscription by webhook type. Destructive action; may require approval. API summary: Deletes a Webhook Subscription.
delete_subscriptionsMoves moneyPermanently delete a subscription. Financial or irreversible action; may require approval. API summary: Deletes all Webhook Subscriptions.
delete_user_memberDeletesPermanently delete a user by team key. Destructive action; may require approval. API summary: Removes a member from a Team.
download_documentDownload the document for a document. API summary: Get a File using it's token.
download_document_downloadDownload the document for a document. API summary: Redirect to download a single File.
get_a_list_of_integration_tasksList tasks. Optional filters: filter or orderby. API summary: Get a list of integration tasks.
get_business_cardGet a business card (email, phone, address, website) by `business_card_key`.
get_client_groupGet one client group by `client_groupkey`.
get_company_by_user_defined_identifier_user_defined_identifierGet one company by user defined identifier. API summary: Gets an Organization using UserDefinedIdentifier.
get_contactGet one contact by `contactkey`; use `expand` to include business cards and more.
get_contact_by_user_defined_identifier_user_defined_identifierGet one contact by user defined identifier. API summary: Gets a Contact using UserDefinedIdentifier.
get_custom_field_valueGet one custom field value by entity key. API summary: Gets custom field values for a specific entity.
get_customer_client_group_by_user_defined_identifier_user_defineGet one customer by user defined identifier. API summary: Gets a Client Group using UserDefinedIdentifier.
get_documentGet one document by document key. API summary: Get the details of a single File.
get_document_list_filesGet one document by entity type. Results are paginated. API summary: Get a list of Files for a given entity.
get_estimate_summaryGet one estimate summary by work item key. API summary: Gets estimate summaries using WorkItemKey.
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_product_estimate_summaryGet one estimate summary for a product by estimate summary key. API summary: Gets a single Estimate Summary using WorkItemKey and EstimateSummaryKey.
get_subscriptionGet one subscription by webhook type. API summary: Gets a Webhook Subscription.
get_taskGet one task by task key. API summary: Get an integration task details.
get_time_entryGet one time entry by its key.
get_userGet one user by user key. API summary: Gets a single Team, including its members.
get_user_get_user_by_idGet one user by user id. API summary: Gets the details of a single User.
get_work_itemGet one work item by its key, with status, dates, assignee and client.
get_work_scheduleGet one work schedule by work schedulekey. API summary: Gets a Work Schedule using WorkSchedulekey.
get_work_templateGet one work template by work templatekey. API summary: Gets a Work Template using WorkTemplatekey.
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_custom_fieldsList custom fields. API summary: Gets all custom field definitions for the current tenant.
list_invoicesList invoices, with OData `filter`, `orderby`, `limit` and `offset`.
list_messagesList messages. API summary: Gets a Comment using CommentKey.
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_rolesList roles. Optional filters: filter. Results are paginated. API summary: Gets a list of Roles.
list_tasksList tasks. API summary: Get a list of integration task definitions.
list_teamsList the teams in your Karbon account.
list_tenantsList tenants. API summary: Gets lists of customer specific Contact and Work settings.
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.
refund_paymentMoves moneyReverse a payment. Financial or irreversible action; may require approval. API summary: Reverse a manual payment.
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_custom_field_valueChanges dataUpdate an existing custom field value identified by entity key. API summary: Updates custom field values for a specific entity.
update_customerChanges dataUpdate an existing customer identified by client groupkey. Only the fields you pass are changed. API summary: Updates a Client Group (Partial).
update_organizationChanges dataRename an organization by `organizationkey` (`full_name`).
update_productChanges dataUpdate an existing product identified by product key. Only the fields you pass are changed. API summary: Updates a Work Item (Partial).
update_product_estimate_summaryChanges dataUpdate an existing estimate summary identified by estimate summary key. Only the fields you pass are changed. API summary: Updates a single Estimate Summary.
update_subscriptionDeletesUpdate an existing subscription identified by webhook type. Only the fields you pass are changed. Destructive action; may require approval. API summary: Updates the multi-type Webhook Subscription's subscribed types.
update_taskChanges dataUpdate an existing task identified by task key. API summary: Update an integration task.
update_work_scheduleChanges dataUpdate an existing work schedule identified by work schedulekey. Only the fields you pass are changed. API summary: Updates a Work Schedule (Partial).

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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 HeyMyApps 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?

HeyMyApps 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 HeyMyApps.