Clientary Integration for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Clientary MCP or direct API to create invoices, manage clients, track project hours, and send proposals through natural language.
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Enter a prompt below to test the integration in our Tool Router playground. You'll be redirected to sign in and try it live.

Supported Tools

Tools
Create ClientTool to create a new client record in Clientary.
Create ContactTool to create a new contact within a specified client.
Create ExpenseTool to create a new expense record in Clientary to track expenditures within your account.
Create LeadTool to create a new lead record in Clientary.
Create ProjectTool to create a new project in Clientary with name and rate.
Create TaskTool to create a new task in Clientary.
Delete ClientTool to remove a client and all associated projects, invoices, estimates, and contacts.
Delete LeadTool to permanently delete a lead and all associated Estimates and Contacts.
Delete PaymentTool to remove an existing payment from an invoice.
Delete Payment ProfileTool to remove a specific payment profile from a client's account.
Delete Recurring ScheduleTool to remove a recurring schedule by its identifier.
Get ClientTool to fetch details for a specific client using its ID.
Get ContactTool to retrieve a single contact by its ID.
Get EstimateTool to retrieve details for a single estimate by ID.
Get ExpenseTool to retrieve details for a single expense record in Clientary.
Get Hour EntryTool to obtain details about a specific time entry in Clientary.
Get InvoiceTool to retrieve detailed information for a specific invoice by ID.
Get LeadTool to retrieve a single lead by its ID.
Get ProjectTool to retrieve a single project by its identifier.
Get StaffTool to retrieve a single staff member by their ID.
Get TaskTool to retrieve a specific task by its ID.
List Client ContactsTool to retrieve all contacts for a specific client with pagination support.
List Client ExpensesTool to retrieve all expenses for a specific client within an optional date range.
List Client InvoicesTool to retrieve all invoices for a specific client with pagination support (30 results per page).
List Client ProjectsTool to retrieve all projects associated with a specific client with pagination support (10 results per page).
List ClientsTool to retrieve all clients with pagination support (10 results per page).
List ExpensesTool to retrieve expenses by date range (defaults to current fiscal year).
List LeadsTool to retrieve all leads with pagination support.
List PaymentsTool to retrieve all payments with pagination support (30 results per page).
List Project EstimatesTool to retrieve estimates scoped to a particular project with pagination support (30 results per page).
List Project ExpensesTool to retrieve all expenses for a specific project within an optional date range.
List Project HoursTool to retrieve all time tracking entries logged against a specific project.
List Project InvoicesTool to retrieve all invoices linked to a specific project with pagination support (30 results per page).
List ProjectsTool to retrieve all projects with pagination support (10 results per page).
List StaffTool to retrieve all staff members for an account.
List TasksTool to retrieve all tasks with pagination support (50 results per page).
Send Invoice MessageTool to send an invoice message to recipients via email.
Update ClientTool to update an existing client record in Clientary with partial or complete field modifications.
Update ExpenseTool to update an existing expense record in Clientary with partial or complete field modifications.
Update Hour EntryTool to modify an existing time entry in Clientary with partial or complete field updates.
Update ProjectTool to update an existing project in Clientary with partial or complete field modifications.
Update TaskTool to update an existing task in Clientary with partial or complete field modifications.
Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK for Python or TypeScript

Initialize Client and Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Import and initialize the Composio client, then create a Tool Router session for Clientary

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Clientary tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Get all outstanding invoices for my clients.')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent (Anthropic Claude or Mastra)

Why Use Composio?

AI Native Clientary Integration

  • Supports both Clientary MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Clientary data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Clientary access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Clientary
  • Scoped, least privilege access to Clientary resources
  • Full audit trail of agent actions to support review and compliance

Use Clientary with any AI Agent Framework

Choose a Framework you want to connect Clientary with

Frequently Asked Questions

Do I need my own developer credentials to use Clientary with Composio?

Yes, Clientary requires you to configure your own API key. Once set up, Composio handles secure credential storage and API request handling for you.

Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

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