> ## Documentation Index
> Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Karbon

> Connect Karbon for clients, work items, notes, staff, and timesheets.

The Karbon connector gives DeskMate access to:

* **Contacts and organizations** (your clients) — read, create, update
* **Client groups** — read
* **Work items** (jobs/tasks) — read, create, update
* **Work templates** — read
* **Notes** — read, create (attached to a client or work-item timeline)
* **Staff** — read
* **Invoices and timesheets** — read

Karbon connects with an **API key pair** — a Bearer Token and an Access Key — created inside your Karbon account. There's no OAuth redirect; you paste both values into DeskMate once.

## Prerequisites

* A Karbon subscription with API access enabled (ask Karbon support if you don't see the API under Connected Apps)
* A Karbon **administrator** login to create the credentials

## Get your credentials from Karbon

1. Sign in to Karbon
2. Go to **Settings → Connected Apps → Karbon API**
3. Copy the **Access Key**
4. Generate (or copy) a **Bearer Token** from the same screen

Treat the Bearer Token like a password — anyone holding it can read your practice data.

## Connect

1. In DeskMate, open **Workspace → Connectors**
2. Click **Connect** on the **Karbon** tile
3. Paste the **Bearer Token** and **Access Key**
4. Click **Connect** — the tile turns green

## Verify it's working

Try this in DeskMate chat:

```
list my Karbon work items due this month
```

The connector's **Connection health** panel should also read *Healthy — practice users readable* within a few seconds of connecting.

## Good to know

* **"Client" means two things in Karbon** — a person (contact) or a company (organization). DeskMate checks both when you ask about a client by name.
* **Work items from templates** — when you ask DeskMate to create a templated job, it lists your work templates first and uses the template's key.
* **Rate limits** — Karbon allows 120 API requests per minute; DeskMate paces itself and retries automatically.

## Troubleshooting

### Connection health shows "down"

One of the two values is wrong or was revoked. Re-copy both from Karbon → **Settings → Connected Apps → Karbon API** and reconnect.

### Karbon revoked the token

Tokens can be revoked from Karbon's Connected Apps screen. Generate a new Bearer Token and reconnect in DeskMate.

## Disconnecting

In **Workspace → Connectors**, click **Disconnect**. To revoke on the Karbon side, remove the token under **Settings → Connected Apps**.