Karbon MCP server

Read from the package source without running it. The installed server may list more.

• add_team_members

  Add one or more users to a team by their UserKeys (find them with list_users). Users already on the team are skipped. Team membership can affect work visibility and assignment — confirm with the user before changing it.

• create_client_groupwrite action

  Create a new client group in Karbon. Members are existing contacts and/or organizations.

• create_contactwrite action

  Create a new person contact in Karbon.

• create_custom_fieldwrite action

  Create a new custom field definition for the whole Karbon tenant. This changes the firm's shared configuration, not just one record — state the field name, type, and visibility to the user and get their explicit confirmation before calling.

• create_manual_paymentwrite action

  Record a manual payment against an invoice. The amount must be greater than 0 and no more than the invoice's outstanding balance. This creates a financial record — confirm the details with the user before calling.

• create_notewrite action

  Create a note in Karbon, optionally linked to work items, contacts, organizations, or client groups via timelines. Notes linked to a work item also appear on the client's timeline.

• create_organizationwrite action

  Create a new organization contact in Karbon.

• create_work_itemwrite action

  Create a new work item in Karbon. WorkType and status values are tenant-specific — call get_tenant_settings first if unsure.

• create_work_schedulewrite action

  Create a recurring work schedule from an existing work item. The schedule will automatically generate new work items on the recurrence you set — confirm the recurrence details with the user before calling. Note: RecurrenceFrequency cannot be changed after creation.

• delete_custom_fieldwrite action

  DESTRUCTIVE AND IRREVERSIBLE: deleting a custom field definition permanently removes the field AND every value stored in it across all contacts, organizations, and client groups in the tenant. Never call this without first telling the user exactly which field will be deleted (by name, via list_custom_fields) and receiving their explicit confirmation for that specific field.

• delete_manual_paymentwrite action

  Delete a manual payment by its ManualPaymentKey. This removes a financial record — confirm with the user before calling. Only payments created manually can be deleted.

• download_file

  Download a Karbon file to a local path on the machine running this MCP server. Get the DownloadUrl from list_entity_files first — download links expire after 15 minutes, so re-list if the download fails with an auth error. Ask the user where to save before writing outside a temp directory, and never overwrite a file the user didn't ask you to replace.

• get_business_card

  Get a single business card by BusinessCardKey. Business cards hold the contact details (email, phone, address, websites) of a contact, organization, or client group. Find the key by expanding BusinessCards on get_contact / get_organization / get_client_group.

• get_client_group

  Get a single client group by ClientGroupKey — or by your own UserDefinedIdentifier — optionally expanding related data (BusinessCard, ClientTeam). Includes the group's members (contacts and organizations). Provide exactly one of clientGroupKey or userDefinedIdentifier.

• get_comment

  Get a single comment by its CommentKey. Comments appear on work item and client timelines alongside notes.

• get_contact

  Get a single person contact by ContactKey — or by your own UserDefinedIdentifier — optionally expanding related data (BusinessCards, AccountingDetail, ClientTeam). Provide exactly one of contactKey or userDefinedIdentifier.

• get_custom_field_values

  Get the custom field values set on a specific entity (contact, organization, or client group) by its entity key.

• get_estimate_summary

  Get the estimate summary for a work item (read-only): budgeted vs. actual time and value. Useful for 'are we over budget on this job' questions — pair with list_time_entries for detail.

• get_invoice

  Get a single invoice by InvoiceKey (read-only), optionally expanding related data (LineItems, Payments, Data).

• get_note

  Get a single note by its NoteID.

• get_organization

  Get a single organization by OrganizationKey — or by your own UserDefinedIdentifier — optionally expanding related data (BusinessCards, AccountingDetail, ClientTeam, Contacts). Provide exactly one of organizationKey or userDefinedIdentifier.

• get_payment

  Get a single payment by PaymentKey (read-only).

• get_team

  Get a single team by TeamKey, including its members (users and sub-teams).

• get_tenant_settings

  Get this Karbon account's configuration: valid work statuses (secondary statuses), work types, and contact types. Call this before creating or updating work items or contacts with tenant-specific values.

• get_time_entry

  Get a single individual time entry by its IndividualTimeEntryKey (read-only).

• get_timesheet

  Get a single timesheet by TimesheetKey, optionally expanding TimeEntries.

• get_user

  Get a single Karbon user by their UserId.

• get_work_item

  Get a single work item by WorkItemKey.

• get_work_schedule

  Get a recurring work schedule by WorkScheduleKey — the recurrence rules that automatically generate work items.

• get_work_template

  Get a single work template by WorkTemplateKey, including its task and section structure.

• list_client_groups

  List or search client groups in Karbon. Supports OData filtering, e.g. filter: "contains(FullName,'Smith Family')" or "UserDefinedIdentifier eq 'ABC123'".

• list_contacts

  List or search person contacts in Karbon. Supports OData filtering, e.g. filter: "contains(FullName,'Smith')" or "ContactType eq 'Client'".

• list_custom_fields

  List all custom field definitions for the Karbon tenant — field names, types (Text, Number, Date, Boolean, Colleague, ListSingleSelect, ListMultipleSelect), list options, and which entities they apply to.

• list_entity_files

  List the files attached to a work item, contact, or organization — name, size, mime type, created date, and a DownloadUrl usable with download_file. Download links expire 15 minutes after this call.

• list_invoices

  List invoices in Karbon (read-only). Supports OData filtering, e.g. filter: "InvoiceStatus eq 'AwaitingPayment'" or "TotalAmountDue gt 0". Statuses: Approved, AwaitingPayment, Paid, Exported, Voided.

• list_organizations

  List or search organization contacts in Karbon. Supports OData filtering, e.g. filter: "contains(FullName,'Acme')".

• list_payments

  List payments recorded against invoices in Karbon (read-only). Supports pagination only — the Payments endpoint does not accept OData filters.

• list_teams

  List teams in Karbon (read-only). Supports OData filtering, e.g. filter: "contains(Name,'Tax')".

• list_time_entries

  List individual time entries (read-only). Useful for reporting on time logged against clients or work items.

• list_timesheets

  List timesheets (read-only). Useful filters: "StartDate ge 2026-07-01", "UserKey eq '...'".

• list_users

  List Karbon users (team members) on this account.

• list_work_items

  List or search work items (jobs/engagements) in Karbon. Useful filters: "PrimaryStatus eq 'InProgress'", "AssigneeEmailAddress eq 'user@firm.com'", "DueDate lt 2026-08-01". PrimaryStatus values: Planned, ReadyToStart, InProgress, Waiting, Completed.

• list_work_templates

  List work templates available on this account. Use a WorkTemplateKey with create_work_item to create templated work.

• remove_team_memberwrite action

  Remove a user from a team by their UserKey. Team membership can affect work visibility and assignment — confirm with the user before changing it.

• reverse_manual_payment

  Reverse a manual payment, restoring the amount to the invoice's balance. This creates a reversal record rather than deleting the payment — confirm with the user before calling.

• set_custom_field_values

  Set custom field values on an entity (contact, organization, or client group). Use list_custom_fields for the available definitions and get_custom_field_values to see what's currently set. Values are always passed as an array of strings, even for single values.

• update_business_cardwrite action

  Update a business card (full replace via PUT) — this is how you change a contact's, organization's, or client group's email addresses, phone numbers, and addresses. Fetch the card first with get_business_card and send back the complete card with your changes, since omitted fields are cleared.

• update_client_groupwrite action

  Update fields on an existing client group (partial update via PATCH). Only include the fields you want to change.

• update_contactwrite action

  Update fields on an existing person contact (partial update via PATCH). Only include the fields you want to change.

• update_organizationwrite action

  Update fields on an existing organization (partial update via PATCH). Only include the fields you want to change.

• update_work_itemwrite action

  Update fields on an existing work item (partial update via PATCH). Only include the fields you want to change.

• update_work_schedulewrite action

  Update a work schedule (partial via PATCH). The API only supports changing the end date and the assignee here. Note: changing AssigneeUserKey reassigns every not-yet-started work item the schedule has generated — confirm with the user first.

• upload_filewrite action

  Upload a file to Karbon and attach it to a work item, contact, organization, or client group (at least one key is required).

• Code scan22 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitystatic API keys via environment variables6/15
• Maintenancelast push 72 days ago12/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10

Safety score

78/100

higher than 57% of 48,255 servers

Tools

53

the typical server has 7

Tools that change things

34%

typical: 0%. Fewer write tools means less an agent can break

Downloads a week

59

more than 48% of 12,191 servers with a package

Karbon: common questions

Is Karbon MCP server safe?

Mostly: it is graded B (78/100). Read the Karbon safety report

How do I install Karbon?

It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.

Does Karbon need an API key?

Yes. The registry entry asks for KARBON_BEARER_TOKEN, KARBON_ACCESS_KEY.

Is Karbon maintained?

The last commit was 111 days ago (2026-07-16). The latest release is v0.2.4.

How does Karbon compare with other MCP servers?

safety score 78/100 (higher than 57% of 48,255 servers); tools 53 (the typical server has 7); tools that change things 34% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.