Ask what work is due for a client this month, and who in Karbon owns it.
Connect Karbon with your firm's Application ID and Access Key and Memtro reads client contacts and organisations, work items with client, assignee, status and due and deadline dates, the team, and time entries. Rates and costs are not returned. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can add timeline notes, create and update work items, create or rename contacts and organisations, change team membership, and record a manual payment against an invoice. Notes and work items cannot be deleted from Memtro.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Karbon tool, reads what it needs, and answers with the source cited.
These tools change something in Karbon. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Karbon for you. Each event can start a job, with the event as its input. Karbon signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooksOnce Karbon is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Karbon + MemtroWhat work is due for Northwind this month, and who is assigned to it?
Which tax returns are still in progress for Brightwave Ltd?
How many hours did Priya Nair log against Acme last week?
Add a note to the BigCo year-end work item saying the bank statements arrived
Create a VAT return work item for Globex due on 7 February, assigned to Priya
On the first of the month the practice manager asks what work is due for Northwind. Memtro reads the work items and lists three, each with assignee, status and deadline, and points out that the VAT return is still in progress with four days left.
Dan Fletcher asks Memtro to note on the Acme year-end work item that the bank statements have arrived and move it to in progress. Memtro adds the note with Dan as author, which everyone at the firm who can see that timeline reads, and updates the work item's status.
The teams that lean on Karbon most, a question each of them asks, and what they connect beside it.
A record in Karbon is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Clio Manage
YouTrack
Canny
Float
Productive
Smartsheet
Wrike
Financial Cents
Scoro
Kanboard
Kimai
Leantime
Acuity Scheduling
Luma
Tito
Fellow
Samsara
ServiceM8
Cliniko
Fleetio
SavvyCal
Chili Piper
Humanitix
Circleback
Aha!
Tempo
Smoobu
Semble
Airmeet
Beds24
Bookeo
Commusoft
Fergus
Fixflo
Housecall Pro
Nookal
Paymo
ProductPlan
SimplyBook.me
TimeCamp
Workiz
Guesty
Buildium
Skilljar
Runn
ClockodoIn Karbon open Settings → Connected Apps → API Applications and open your firm's API application. Karbon's API needs a Business or Enterprise plan
Copy the Application ID, a 36-character id, and the Access Key, the long key that starts eyJ. Putting them in the wrong fields gives a 401
In Memtro open Connections → Karbon, paste the Application ID and the Access Key into their fields, and connect
Ask what work is due for your biggest client this month
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Karbon tools are the same everywhere.
Only when you ask, and only what it has been granted: add a note to a work item, contact, organisation or client group timeline; create a contact; create a Karbon work item for a client; update a Karbon work item's status, dates, assignee or details; create a Karbon organisation; rename a Karbon contact; rename a Karbon organisation; add team members to a Karbon team; remove a team member from a Karbon team; record a manual payment against a Karbon invoice. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
Application ID and Access Key. In Karbon open Settings → Connected Apps → API Applications and open your firm's API application. Karbon's API needs a Business or Enterprise plan.
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Karbon for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.
Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
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