List or search person contacts in Karbon. Supports OData filtering, e.g. filter: "contains(FullName,'Smith')" or "ContactType eq 'Client'".

Get a single person contact by ContactKey, optionally expanding related data (BusinessCards, AccountingDetail, ClientTeam).

Create a new person contact in Karbon.

Update fields on an existing person contact (partial update via PATCH). Only include the fields you want to change.

List or search organization contacts in Karbon. Supports OData filtering, e.g. filter: "contains(FullName,'Acme')".

Get a single organization by OrganizationKey, optionally expanding related data (BusinessCards, AccountingDetail, ClientTeam, Contacts).

Create a new organization contact in Karbon.

Update fields on an existing organization (partial update via PATCH). Only include the fields you want to change.

List or search work items (jobs/engagements) in Karbon. Useful filters: "PrimaryStatus eq 'InProgress'", "AssigneeEmailAddress eq 'user@firm.com'", "DueDate lt 2026-08-01". PrimaryStatus values: Planned, ReadyToStart, InProgress, Waiting, Completed.

Get a single work item by WorkItemKey.

Create a new work item in Karbon. WorkType and status values are tenant-specific — call get_tenant_settings first if unsure.

Update fields on an existing work item (partial update via PATCH). Only include the fields you want to change.

Get a single note by its NoteID.

Create a note in Karbon, optionally linked to work items, contacts, organizations, or client groups via timelines. Notes linked to a work item also appear on the client's timeline.

List timesheets (read-only). Useful filters: "StartDate ge 2026-07-01", "UserKey eq '...'".

Get a single timesheet by TimesheetKey, optionally expanding TimeEntries.

List individual time entries (read-only). Useful for reporting on time logged against clients or work items.

List Karbon users (team members) on this account.

Get a single Karbon user by their UserId.

Get this Karbon account's configuration: valid work statuses (secondary statuses), work types, and contact types. Call this before creating or updating work items or contacts with tenant-specific values.

List work templates available on this account. Use a WorkTemplateKey with create_work_item to create templated work.