Karbon MCP server

What the model can do

Karbon practice management for accounting firms: client contacts and organisations, work items with status, assignee and deadlines, the team, and individual time entries. Can, when asked, add a note to a timeline, create or rename a contact or organisation, create or update a work item, add or remove team members, and record a manual payment against an invoice.

Reads

• karbon_contactsClient contacts (people) in Karbon: name, role, contact type, email, client owner and manager, and their 12-character key.
• karbon_organizationsClient organisations (businesses) in Karbon: name, contact type, email, website and key.
• karbon_work_itemsWork items (jobs: a tax return, a month's bookkeeping) with client, assignee, work type, status, start, due and deadline dates.
• karbon_usersThe firm's team members in Karbon: name, email and user key.
• karbon_time_entriesIndividual time entries (one person, one day, one work item or contact): date, minutes, description, role and task type, with total minutes.

Acts, when you ask

These change something in Karbon. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• karbon_add_noteAdds a note to the timeline of a Karbon work item, contact, organisation or client group.
• karbon_create_contactCreates a new contact (a person) in Karbon.
• karbon_create_work_itemCreates a work item (a job) in Karbon for a client, assigned to a team member, who sees it in their Karbon work.
• karbon_update_work_itemUpdates a Karbon work item: title, description, start, due or deadline date, assignee, work type, or status (primary…
• karbon_create_organizationCreates a new client organisation (a business) in Karbon.
• karbon_update_contactChanges a Karbon contact's name details: first, middle, last or preferred name, salutation or suffix.
• karbon_update_organizationRenames a Karbon organisation.
• karbon_add_team_membersAdds existing, active Karbon users to a team, which changes what work and clients they share.
• karbon_remove_team_memberRemoves one user from a Karbon team, which changes what work and clients they share.
• karbon_record_manual_paymentRecords a payment received against a Karbon invoice (bank transfer, cash, cheque and so on), which reduces what the invoice shows as owed.

Connect it

First connect Karbon on Dashboard → Connections, then add Memtro to your client once. The Karbon tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Karbon connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › What 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

Questions

Is this an official Karbon MCP server?

No. It is Memtro's MCP server with Memtro's Karbon connector behind it: the connector reads Karbon through its API with the credentials you connect on Dashboard → Connections, and Karbon publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Karbon?

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. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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