Karbon

This MCP server provides integration with the Karbon API, allowing you to interact with clients and work items through the Model Context Protocol.

Features

• get_client_by_id: Get detailed information about a specific client by their ID
• search_clients: Search for clients across all types (Contacts, Organizations, Client Groups)
• get_work_items: Get work items with optional filtering by client, work type, or title
• get_work_item_by_id: Get detailed information about a specific work item by its ID

Setup

1. Install Dependencies

npm install

2. Build the Server

npm run build

3. Set Environment Variables

You need to set your Karbon API credentials as environment variables:

# Windows (Command Prompt)
set KARBON_BEARER_TOKEN=your_bearer_token_here
set KARBON_ACCESS_KEY=your_access_key_here

# Windows (PowerShell)
$env:KARBON_BEARER_TOKEN="your_bearer_token_here"
$env:KARBON_ACCESS_KEY="your_access_key_here"

# Linux/Mac
export KARBON_BEARER_TOKEN=your_bearer_token_here
export KARBON_ACCESS_KEY=your_access_key_here

4. Add to MCP Configuration

Add this server to your MCP configuration file (typically %APPDATA%\Code\User\globalStorage\saoudrizwan.claude-dev\settings\cline_mcp_settings.json):

{
  "mcpServers": {
    "karbon-server": {
      "command": "node",
      "args": ["/path/to/karbon-mcp-server/build/index.js"],
      "env": {
        "KARBON_BEARER_TOKEN": "your_bearer_token_here",
        "KARBON_ACCESS_KEY": "your_access_key_here"
      }
    }
  }
}

Note: Replace /path/to/karbon-mcp-server/ with the actual path where you cloned/downloaded this repository.

Getting Karbon API Credentials

1. Log into your Karbon account
2. Go to Settings > Integrations > API
3. Generate a new API key to get your Bearer Token and Access Key

Usage Examples

Once configured, you can use these tools through the MCP interface:

Search for clients

{
  "tool": "search_clients",
  "arguments": {
    "search_term": "Smith",
    "max_results": 10
  }
}

Get a specific client

{
  "tool": "get_client_by_id",
  "arguments": {
    "client_id": "12345",
    "client_type": "Contact"
  }
}

Get work items for a client

{
  "tool": "get_work_items",
  "arguments": {
    "client_key": "12345",
    "work_type": "Tax",
    "max_results": 20
  }
}

Get a specific work item

{
  "tool": "get_work_item_by_id",
  "arguments": {
    "work_item_key": "67890"
  }
}

API Reference

For more information about the Karbon API, see: https://karbonhq.github.io/karbon-api-reference/

Troubleshooting

• Make sure your API credentials are correct and have the necessary permissions
• Check that the environment variables are set correctly
• Verify that the server path in your MCP configuration is correct
• Check the console for any error messages when the server starts