Karbon API

Name: Karbon API
Brand: Karbon API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentProductivityTask Managementbearer45 EndpointsREST

For Agents

Manage contacts, organisations, work items, tasks, notes, and timesheets inside an accounting firm's Karbon practice. 45 endpoints covering the full client engagement workflow.

Connect the Karbon API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Karbon API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Install Jentic One Beta (Self-Hosted)

Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Karbon API.

Create and update contact records linked to organisations via /contacts and /contacts/{id}

Manage client organisations including their tags and client groups via /organizations and /clientGroups

Drive engagements with work items and tasks via /workItems and /tasks endpoints

Capture client communication and meeting notes through /notes endpoints

GET STARTED

Start building with Karbon API

Explore with Jentic

View OpenAPI Document

Use Cases

Patterns agents use Karbon API for, with concrete tasks.

★ Client Data Sync from CRM to Karbon

Mirror client and contact data from an accounting firm's CRM into Karbon so the practice management system always has up-to-date contact details, organisation links, and tags. The /contacts and /organizations endpoints accept create and patch payloads with rich relationship fields, so a one-way sync runs cleanly on a nightly schedule. Removes a recurring source of stale-data errors when accountants pull client records during tax season.

List recent CRM updates and upsert each as a Karbon contact via POST /contacts or PATCH /contacts/{id}, linking to the parent organisation.

Engagement Automation for Tax Season

Auto-create a Karbon work item with its task list every time a new tax-return engagement is signed in the firm's onboarding system. The API creates the work item under the correct client organisation, attaches default tasks, and assigns them to the right accountant based on the firm's load balancing rules. Saves administrators 5-10 minutes per engagement during peak load.

Create a 'Tax Return 2026' work item via POST /workItems for client organisation {id} and add five tasks via POST /tasks assigned to the lead accountant.

Capacity and Utilisation Reporting

Pull timesheet entries from Karbon nightly into a data warehouse so partners can run capacity and utilisation reports outside Karbon's built-in views. The /timesheets endpoint exposes entries with user, work item, billable flag, and duration so a small ETL can compute realisation, utilisation by team, and time-by-client without a third-party BI add-on.

Pull timesheet entries via GET /timesheets for the last 7 days and aggregate hours by user and client organisation.

Agent-Driven Practice Management

An accounting firm's internal AI assistant uses Jentic to update Karbon directly when a partner asks 'mark John's tax return as complete' or 'add a meeting note for Acme Co'. Jentic resolves the right work item or organisation by name and executes the call, with the bearer token held server-side so the assistant never sees the raw secret.

Use the Jentic search 'add a note to a Karbon client', load the schema, and POST /notes with the client organisation ID and meeting summary.

Key Endpoints

45 endpoints — jentic publishes the only available openapi specification for karbon api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

GET

/contacts

List client contacts

POST

/contacts

Create a new contact

GET

/organizations/{id}

Retrieve a client organisation

POST

/workItems

Create a work item for an engagement

POST

/tasks

Create a task on a work item

POST

/notes

Add a note to a client record

GET

/timesheets

List time entries for the firm

GET

/contacts

List client contacts

POST

/contacts

Create a new contact

GET

/organizations/{id}

Retrieve a client organisation

POST

/workItems

Create a work item for an engagement

POST

/tasks

Create a task on a work item

POST

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Karbon bearer tokens are stored encrypted in the Jentic vault. Agents receive short-lived scoped tokens so the long-lived Karbon bearer never appears in prompts, logs, or chat transcripts.

Intent-based discovery

Agents search by intent (for example, 'create a Karbon work item' or 'list open tasks') and Jentic returns the matching path and request schema, eliminating manual lookup against Karbon's docs.

Time to first call

Direct Karbon integration: 2-4 days for token management, organisation hierarchy handling, and timesheet pagination. Through Jentic: under an hour to invoke any of the 45 endpoints by intent.

FAQs

Specific to using Karbon API through Jentic.

Why is there no official OpenAPI spec for Karbon API?

Karbon does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Karbon API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Karbon API use?

The API uses HTTP bearer tokens. Each request must include `Authorization: Bearer {token}` where the token is generated from the Karbon admin console. Through Jentic, tokens are encrypted in the vault and scoped per execution so the raw bearer never enters the agent's context.

Can I create a work item for a client engagement via the Karbon API?

Yes. POST /workItems creates a work item bound to a client organisation, and POST /tasks adds tasks under that work item. This is the standard flow for spinning up a tax-return or audit engagement programmatically at the start of the season.

What are the rate limits for the Karbon API?

Karbon enforces per-tenant throttling and returns HTTP 429 when bursts exceed the limit. The published guidance for v3 is to keep below ~10 requests per second per tenant — check the firm's Karbon plan if a heavier sync is needed and use server-side filtering on /timesheets to keep payloads small.

How do I add a meeting note to a client through Jentic?

Run `pip install jentic` and search Jentic for 'add a note to a Karbon client'. Jentic returns the schema for POST /notes; supply the organisation or contact ID and the note body, then execute to attach the note.

Can I list all open tasks assigned to a specific accountant?

Yes. GET /tasks supports filtering by assignee user ID and status, so you can return all incomplete tasks owned by a single accountant. Combine with GET /users to resolve names to IDs first.

Is the Karbon API included in every plan?

API access is available on Karbon's paid plans but not on the trial tier. Higher-volume integrations (full timesheet exports, large-firm syncs) may require a custom rate-limit arrangement with Karbon support.

Karbon API

Connect the Karbon API to your agent

Capabilities

Start building with Karbon API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs