Clientary for AI agents

Agents read Clientary at once. Changes and sends are held for a person's approval by default.

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About Clientary

A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.

What an agent can do in Clientary

Every Clientary action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Clientary without asking first. 30 actions.

Get ClientTool to fetch details for a specific client using its ID. Use when you need to retrieve complete information about a client from Clientary.
Get InvoiceTool to retrieve detailed information for a specific invoice by ID. Use when you need to fetch invoice details including line items, payments, tax information, and current status.
Get ProjectTool to retrieve a single project by its identifier. Use when you need to fetch detailed information about a specific project in Clientary.
List ClientsTool to retrieve all clients with pagination support (10 results per page). Use when you need to fetch a list of clients from Clientary with optional filtering by modification date or custom sorting.
List EstimatesTool to retrieve all estimates with pagination support (30 results per page). Use when you need to fetch a list of estimates from Clientary, which serve as proposals or quotes to be sent to clients.
List ProjectsTool to retrieve all projects with pagination support (10 results per page). Use when you need to fetch a list of projects from Clientary with optional filtering for closed projects.
Get ContactTool to retrieve a single contact by its ID. Use when you need to fetch detailed information about a specific contact from Clientary.
Get EstimateTool to retrieve details for a single estimate by ID. Use when you need to obtain comprehensive estimate information including line items, tax details, and financial data.
Get ExpenseTool to retrieve details for a single expense record in Clientary. Use when you need to get specific information about an expense by its unique identifier.
Get Hour EntryTool to obtain details about a specific time entry in Clientary. Use when you need to retrieve information about a logged hour entry by its unique identifier.
Get LeadTool to retrieve a single lead by its ID. Use when you need to fetch detailed information about a specific lead from Clientary.
Get StaffTool to retrieve a single staff member by their ID. Use when you need to fetch detailed information about a specific staff member from Clientary.

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Get TaskTool to retrieve a specific task by its ID. Use when you need to fetch detailed information about a task from Clientary.
List Client ContactsTool to retrieve all contacts for a specific client with pagination support. Use when you need to fetch the list of contacts associated with a particular client in Clientary.
List Client EstimatesTool to retrieve all estimates for a specific client with pagination support (30 results per page). Use when you need to fetch estimates associated with a particular client from Clientary.
List Client ExpensesTool to retrieve all expenses for a specific client within an optional date range. Use when you need to fetch expense records associated with a particular client from Clientary.
List Client InvoicesTool to retrieve all invoices for a specific client with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular client from Clientary.
List Client Payment ProfilesTool to retrieve payment profiles for a specific client. Payment profiles store credit card information securely via Stripe integration. Use when you need to fetch payment methods associated with a cl
List Client ProjectsTool to retrieve all projects associated with a specific client with pagination support (10 results per page). Use when you need to fetch projects for a particular client from Clientary.
List ExpensesTool to retrieve expenses by date range (defaults to current fiscal year). Use when you need to fetch a list of expenses from Clientary with optional filtering by start and end dates.
List LeadsTool to retrieve all leads with pagination support. Use when you need to fetch a list of leads from Clientary with optional sorting by name or date.
List PaymentsTool to retrieve all payments with pagination support (30 results per page). Use when you need to fetch a list of payments from Clientary with optional pagination and custom sorting.
List Project EstimatesTool to retrieve estimates scoped to a particular project with pagination support (30 results per page). Use when you need to fetch all estimates associated with a specific project.
List Project ExpensesTool to retrieve all expenses for a specific project within an optional date range. Use when you need to fetch expense records associated with a particular project from Clientary.
List Project HoursTool to retrieve all time tracking entries logged against a specific project. Use when you need to fetch hour entries for a particular project, optionally filtering by billed or unbilled status.
List Project InvoicesTool to retrieve all invoices linked to a specific project with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular project from Clientary.
List Project TasksTool to retrieve all tasks for a specific project. Use when you need to fetch a list of tasks associated with a particular project in Clientary.
List Recurring Schedule InvoicesTool to retrieve all invoices generated by a specific recurring schedule with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular recurring sched
List StaffTool to retrieve all staff members for an account. Use when you need to fetch a complete list of staff members from Clientary.
List TasksTool to retrieve all tasks with pagination support (50 results per page). Use when you need to fetch a list of tasks from Clientary.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 27 actions.

Create ClientTool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Create ContactTool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Create InvoiceTool to create a new invoice in Clientary. Requires date, due_date, and currency_code. Optionally associate with a client using client_id.
Create LeadTool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create ProjectTool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Project HoursTool to create a new time entry for a specific project in Clientary. Use when you need to log hours worked on a project with a title and hours count.
Create Recurring ScheduleTool to create a new recurring schedule for automatic invoice generation in Clientary. Use when you need to set up recurring invoices for a client at regular intervals (weekly, monthly, quarterly, etc
Create Task (v2)Tool to create a new task in Clientary using API v2. Use when you need to create a task with a title, optionally associating it with a project, client, or assignee.
Delete ClientTool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not revers
Delete ContactTool to permanently delete a contact and all associated comments. Use when you need to remove a contact that is no longer needed. Warning: This action is irreversible.
Delete ExpenseTool to permanently remove an expense record from Clientary. Use when you need to delete an expense entry. WARNING: Deletions are permanent and not reversible.
Delete ProjectTool to permanently delete a project and all associated resources including tasks, hours, expenses, invoices, and estimates. Use when you need to remove a project from Clientary. WARNING: Deletions ar

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Delete Hour EntryTool to permanently delete a time entry (hour) from Clientary. Use when you need to remove a logged hour entry by its unique identifier. Warning: Deletions are permanent and cannot be undone.
Delete LeadTool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Delete PaymentTool to remove an existing payment from an invoice. Use when you need to permanently delete a payment record. WARNING: Deletions are permanent and not reversible.
Delete Payment ProfileTool to remove a specific payment profile from a client's account. Use when you need to delete a payment profile. Note: Client must have an active payment integration with Stripe to manage payment pro
Delete Recurring ScheduleTool to remove a recurring schedule by its identifier. Use when you need to permanently delete a recurring schedule from Clientary. Once deleted, the recurring schedule will no longer generate periodi
Update ClientTool to update an existing client record in Clientary with partial or complete field modifications. Use when you need to modify client details such as name, address, description, or custom fields. All
Update ContactTool to update an existing contact in Clientary with partial or complete field modifications. Use when you need to modify contact details such as name, email, title, or phone numbers. Supports partial
Update LeadTool to update an existing lead record in Clientary with partial or complete field modifications. Use when you need to modify lead details such as name, address, website, description, or custom fields
Update InvoiceTool to update an existing invoice in Clientary with partial or complete field modifications. Use when you need to modify invoice details such as number, dates, currency, or line items. For invoice_it
Update ProjectTool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other proj
Update TaskTool to update an existing task in Clientary with partial or complete field modifications. Use when you need to modify task details such as title, description, completion status, assignee, or due date
Create ExpenseTool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an
Send Invoice MessageTool to send an invoice message to recipients via email. Use when you need to email an invoice to clients with customizable subject, message content, and options to send a copy to yourself or attach a
Update ExpenseTool to update an existing expense record in Clientary with partial or complete field modifications. Use when you need to modify expense details such as amount, description, client assignment, project
Update Hour EntryTool to modify an existing time entry in Clientary with partial or complete field updates. Use when you need to update hours, title, date, description, rate, or billing status of a logged hour entry.

Changes wait in Needs you

Changes and sends in Clientary are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Clientary questions

Can an agent change data in Clientary on its own?

Not by default. Changes and sends in Clientary are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Clientary?

This connector lists 30 read actions. Reads run at once, without waiting for approval.

How does Clientary connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Clientary to your agents.

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