Integrations
Connect Carbon to your accounting, CAD, project-management, estimating, and messaging tools.
Carbon provides first-party integrations with third-party applications. Enable and configure them per company under Settings → Integrations.
Integrations are an Enterprise Edition capability. On Carbon Cloud, they require the Business plan. Self-hosted deployments require a commercial license. See Licensing. Email and Exchange Rates are available on every edition and plan.
How a connection works
Each integration has a system-wide definition and a per-company activation.
- The definition specifies required fields such as API keys, OAuth tokens, and mapping options.
- The activation is a
companyIntegrationrecord: anactiveflag plus ametadataobject holding credentials and settings. Carbon validates this metadata against the definition before activation.
Connections are established one of three ways, depending on the app:
| Style | Apps | How |
|---|---|---|
| Provider settings | Pick a provider and fill in its fields. | |
| API key | Linear, Paperless Parts, Exchange Rates | Paste a key (and any options). |
| OAuth | Xero, Jira, Onshape, Slack | Authorize Carbon with the provider; tokens are stored for you. |
Disconnecting sets active = false but retains stored credentials. To remove credentials, clear the integration settings before disconnecting.
What's available depends on your deployment
Available integrations depend on deployment configuration. Xero, Jira, and Onshape appear only when their OAuth clients are configured server-side; see Environment variables. Slack is unavailable in controlled (ITAR) environments.
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Xero and automatic currency exchange rates.
Push quality issues to Linear or Jira.
Sync CAD data from Onshape.
Record machine time from Sense machine sensors.
Pull quotes and BOMs from Paperless Parts.
Send outbound email through server mail, Resend, or your own SMTP server.
Bring the Carbon Assistant into Slack.