Clientary MCP 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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Clientary

Api Key

Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.

42 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND

Clientary

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TOOLS

Supported Tools

Every Clientary action and event your agent gets out of the box.

Create Client

Tool to create a new client record in Clientary.

Create Contact

Tool to create a new contact within a specified client.

Create Expense

Tool to create a new expense record in Clientary to track expenditures within your account.

Create Lead

Tool to create a new lead record in Clientary.

Create Project

Tool to create a new project in Clientary with name and rate.

Create Task

Tool to create a new task in Clientary.

Delete Client

Tool to remove a client and all associated projects, invoices, estimates, and contacts.

Delete Lead

Tool to permanently delete a lead and all associated Estimates and Contacts.

Delete Payment

Tool to remove an existing payment from an invoice.

Delete Payment Profile

Tool to remove a specific payment profile from a client's account.

Delete Recurring Schedule

Tool to remove a recurring schedule by its identifier.

Get Client

Tool to fetch details for a specific client using its ID.

Get Contact

Tool to retrieve a single contact by its ID.

Get Estimate

Tool to retrieve details for a single estimate by ID.

Get Expense

Tool to retrieve details for a single expense record in Clientary.

Get Hour Entry

Tool to obtain details about a specific time entry in Clientary.

Get Invoice

Tool to retrieve detailed information for a specific invoice by ID.

Get Lead

Tool to retrieve a single lead by its ID.

Get Project

Tool to retrieve a single project by its identifier.

Get Staff

Tool to retrieve a single staff member by their ID.

Get Task

Tool to retrieve a specific task by its ID.

List Client Contacts

Tool to retrieve all contacts for a specific client with pagination support.

List Client Expenses

Tool to retrieve all expenses for a specific client within an optional date range.

List Client Invoices

Tool to retrieve all invoices for a specific client with pagination support (30 results per page).

List Client Projects

Tool to retrieve all projects associated with a specific client with pagination support (10 results per page).

List Clients

Tool to retrieve all clients with pagination support (10 results per page).

List Expenses

Tool to retrieve expenses by date range (defaults to current fiscal year).

List Leads

Tool to retrieve all leads with pagination support.

List Payments

Tool to retrieve all payments with pagination support (30 results per page).

List Project Estimates

Tool to retrieve estimates scoped to a particular project with pagination support (30 results per page).

List Project Expenses

Tool to retrieve all expenses for a specific project within an optional date range.

List Project Hours

Tool to retrieve all time tracking entries logged against a specific project.

List Project Invoices

Tool to retrieve all invoices linked to a specific project with pagination support (30 results per page).

List Projects

Tool to retrieve all projects with pagination support (10 results per page).

List Staff

Tool to retrieve all staff members for an account.

List Tasks

Tool to retrieve all tasks with pagination support (50 results per page).

Send Invoice Message

Tool to send an invoice message to recipients via email.

Update Client

Tool to update an existing client record in Clientary with partial or complete field modifications.

Update Expense

Tool to update an existing expense record in Clientary with partial or complete field modifications.

Update Hour Entry

Tool to modify an existing time entry in Clientary with partial or complete field updates.

Update Project

Tool to update an existing project in Clientary with partial or complete field modifications.

Update Task

Tool to update an existing task in Clientary with partial or complete field modifications.

SETUP GUIDE

Connect Clientary MCP Tool with your Agent

Install Composio

typescript

npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp

Install the Composio SDK for Python or TypeScript

Initialize Client and Create Tool Router Session

typescript

import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);

Import and initialize the Composio client, then create a Tool Router session for Clientary

Connect to AI Agent

typescript

import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'Get all outstanding invoices for my clients.'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);

Use the MCP server with your AI agent (Anthropic Claude or Mastra)

SETUP GUIDE

Connect Clientary API Tool with your Agent

Install Composio

typescript

npm install @composio/openai

Install the Composio SDK

Initialize Composio and Create Tool Router Session

typescript

import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');

Import and initialize Composio client, then create a Tool Router session

Execute Clientary Tools via Tool Router with Your Agent

typescript

const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Create a new invoice for client Acme Corp for $5000 due next month.'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);

Get tools from Tool Router session and execute Clientary actions with your Agent

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

FRAMEWORKS

Use Clientary with any AI Agent Framework

Choose a Framework you want to connect Clientary with

ChatGPT Work

Use Clientary MCP with ChatGPT Work

Antigravity

Use Clientary MCP with Antigravity

OpenAI Agents SDK

Use Clientary MCP with OpenAI Agents SDK

Claude Agents SDK

Use Clientary MCP with Claude Agents SDK

Claude Code

Use Clientary MCP with Claude Code

Claude Cowork

Use Clientary MCP with Claude Cowork

Codex

Use Clientary MCP with Codex

Grok Build

Use Clientary MCP with Grok Build

Cursor

Use Clientary MCP with Cursor

VS Code

Use Clientary MCP with VS Code

OpenCode

Use Clientary MCP with OpenCode

OpenClaw

Use Clientary MCP with OpenClaw

Hermes

Use Clientary MCP with Hermes

Google ADK

Use Clientary MCP with Google ADK

Langchain

Use Clientary MCP with Langchain

AI SDK

Use Clientary MCP with AI SDK

Mastra AI

Use Clientary MCP with Mastra AI

LlamaIndex

Use Clientary MCP with LlamaIndex

CrewAI

Use Clientary MCP with CrewAI

Pydantic AI

Use Clientary MCP with Pydantic AI

Autogen

Use Clientary MCP with Autogen

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Google Sheets

Oauth2

Google Sheets is a cloud-based spreadsheet tool for real-time collaboration and data analysis. It lets teams work together from anywhere, updating information instantly.

Notion

Oauth2Api Key

Notion is a collaborative workspace for notes, docs, wikis, and tasks. It streamlines team knowledge, project tracking, and workflow customization in one place.

Airtable

Oauth2Api Key

Airtable combines the flexibility of spreadsheets with the power of a database for easy project and data management. Teams use Airtable to organize, track, and collaborate with custom views and automations.

HubSpot

Oauth2Api Key

HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.

FAQ

Frequently asked questions

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

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

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

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

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Managed auth, hosted MCP servers, and every Clientary tool your agent needs.Free to start.

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Clientary MCP for AI Agents

Try Clientary now

Supported Tools

Connect Clientary MCP Tool with your Agent

Install Composio

Initialize Client and Create Tool Router Session

Connect to AI Agent

Connect Clientary API Tool with your Agent

Install Composio

Initialize Composio and Create Tool Router Session

Execute Clientary Tools via Tool Router with Your Agent

Why Use Composio?

AI Native Clientary Integration

Managed Auth

Agent Optimized Design

Enterprise Grade Security

Use Clientary with any AI Agent Framework

ChatGPT Work

Antigravity

OpenAI Agents SDK

Claude Agents SDK

Claude Code

Claude Cowork

Codex

Grok Build

Cursor

VS Code

OpenCode

OpenClaw

Hermes

Google ADK

Langchain

AI SDK

Mastra AI

LlamaIndex

CrewAI

Pydantic AI

Autogen

Explore Other Toolkits

Google Sheets

Notion

Airtable

HubSpot

Frequently asked questions

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

Can I use multiple toolkits together?+

Is Composio secure?+

What if the API changes?+

Start with Clientary.It takes 30 seconds.