# Clientary ```json { "name": "Clientary", "slug": "clientary", "url": "https://composio.dev/toolkits/clientary", "markdown_url": "https://composio.dev/toolkits/clientary.md", "logo_url": "https://logos.composio.dev/api/clientary", "categories": [ "productivity & project management", "crm", "finance & accounting", "sales & customer support" ], "is_composio_managed": false, "updated_at": "2026-03-29T06:27:37.976Z" } ``` ![Clientary logo](https://logos.composio.dev/api/clientary) ## Description 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. ## Summary Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. ## Categories - productivity & project management - crm - finance & accounting - sales & customer support ## Toolkit Details - Tools: 42 ## Images - Logo: https://logos.composio.dev/api/clientary ## Authentication - **Api Key** - Type: `api_key` - Description: Api Key authentication for Clientary. - Setup: - Configure Api Key credentials for Clientary. - Use the credentials when creating an auth config in Composio. ## Suggested Prompts - Create new invoice for a client - List all active projects this month - Send payment reminder to overdue clients ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `CLIENTARY_CREATE_CLIENT` | Create Client | Tool 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. | | `CLIENTARY_CREATE_CONTACT` | Create Contact | Tool 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. | | `CLIENTARY_CREATE_EXPENSE` | Create Expense | Tool 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 amount field. | | `CLIENTARY_CREATE_LEAD` | Create Lead | Tool 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. | | `CLIENTARY_CREATE_PROJECT` | Create Project | Tool 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. | | `CLIENTARY_CREATE_TASK` | Create Task | Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee. | | `CLIENTARY_DELETE_CLIENT` | Delete Client | Tool 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 reversible. | | `CLIENTARY_DELETE_LEAD` | Delete Lead | Tool 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. | | `CLIENTARY_DELETE_PAYMENT` | Delete Payment | Tool 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. | | `CLIENTARY_DELETE_PAYMENT_PROFILE` | Delete Payment Profile | Tool 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 profiles. | | `CLIENTARY_DELETE_RECURRING_SCHEDULE` | Delete Recurring Schedule | Tool 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 periodic invoices. | | `CLIENTARY_GET_CLIENT` | Get Client | Tool to fetch details for a specific client using its ID. Use when you need to retrieve complete information about a client from Clientary. | | `CLIENTARY_GET_CONTACT` | Get Contact | Tool to retrieve a single contact by its ID. Use when you need to fetch detailed information about a specific contact from Clientary. | | `CLIENTARY_GET_ESTIMATE` | Get Estimate | Tool 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. | | `CLIENTARY_GET_EXPENSE` | Get Expense | Tool 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. | | `CLIENTARY_GET_HOUR_ENTRY` | Get Hour Entry | Tool 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. | | `CLIENTARY_GET_INVOICE` | Get Invoice | Tool 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. | | `CLIENTARY_GET_LEAD` | Get Lead | Tool to retrieve a single lead by its ID. Use when you need to fetch detailed information about a specific lead from Clientary. | | `CLIENTARY_GET_PROJECT` | Get Project | Tool to retrieve a single project by its identifier. Use when you need to fetch detailed information about a specific project in Clientary. | | `CLIENTARY_GET_STAFF` | Get Staff | Tool to retrieve a single staff member by their ID. Use when you need to fetch detailed information about a specific staff member from Clientary. | | `CLIENTARY_GET_TASK` | Get Task | Tool to retrieve a specific task by its ID. Use when you need to fetch detailed information about a task from Clientary. | | `CLIENTARY_LIST_CLIENT_CONTACTS` | List Client Contacts | Tool 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. | | `CLIENTARY_LIST_CLIENT_EXPENSES` | List Client Expenses | Tool 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. | | `CLIENTARY_LIST_CLIENT_INVOICES` | List Client Invoices | Tool 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. | | `CLIENTARY_LIST_CLIENT_PROJECTS` | List Client Projects | Tool 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. | | `CLIENTARY_LIST_CLIENTS` | List Clients | Tool 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. | | `CLIENTARY_LIST_EXPENSES` | List Expenses | Tool 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. | | `CLIENTARY_LIST_LEADS` | List Leads | Tool 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. | | `CLIENTARY_LIST_PAYMENTS` | List Payments | Tool 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. | | `CLIENTARY_LIST_PROJECT_ESTIMATES` | List Project Estimates | Tool 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. | | `CLIENTARY_LIST_PROJECT_EXPENSES` | List Project Expenses | Tool 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. | | `CLIENTARY_LIST_PROJECT_HOURS` | List Project Hours | Tool 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. | | `CLIENTARY_LIST_PROJECT_INVOICES` | List Project Invoices | Tool 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. | | `CLIENTARY_LIST_PROJECTS` | List Projects | Tool 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. | | `CLIENTARY_LIST_STAFF` | List Staff | Tool to retrieve all staff members for an account. Use when you need to fetch a complete list of staff members from Clientary. | | `CLIENTARY_LIST_TASKS` | List Tasks | Tool to retrieve all tasks with pagination support (50 results per page). Use when you need to fetch a list of tasks from Clientary. | | `CLIENTARY_SEND_INVOICE_MESSAGE` | Send Invoice Message | Tool 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 PDF. | | `CLIENTARY_UPDATE_CLIENT` | Update Client | Tool 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 fields except ID are optional. | | `CLIENTARY_UPDATE_EXPENSE` | Update Expense | Tool 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 assignment, or incurred date. All fields except ID are optional. | | `CLIENTARY_UPDATE_HOUR_ENTRY` | Update Hour Entry | Tool 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. | | `CLIENTARY_UPDATE_PROJECT` | Update Project | Tool 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 project attributes. All fields except ID are optional - only provided fields will be updated. | | `CLIENTARY_UPDATE_TASK` | Update Task | Tool 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. All fields except ID are optional. | ## Supported Triggers None listed. ## Installation and MCP Setup ### Path 1: SDK Installation #### Path 1, Step 1: Install Composio Install the Composio SDK ```python pip install composio_openai ``` ```typescript npm install @composio/openai ``` #### Path 1, Step 2: Initialize Composio and Create Tool Router Session Import and initialize Composio client, then create a Tool Router session ```python from openai import OpenAI from composio import Composio from composio_openai import OpenAIResponsesProvider composio = Composio(provider=OpenAIResponsesProvider()) openai = OpenAI() session = composio.create(user_id='your-user-id') ``` ```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'); ``` #### Path 1, Step 3: Execute Clientary Tools via Tool Router with Your Agent Get tools from Tool Router session and execute Clientary actions with your Agent ```python tools = session.tools response = 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.' }] ) result = composio.provider.handle_tool_calls( response=response, user_id='your-user-id' ) print(result) ``` ```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); ``` ### Path 2: MCP Server Setup #### Path 2, Step 1: Install Composio Install the Composio SDK for Python or TypeScript ```python pip install composio claude-agent-sdk ``` ```typescript npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp ``` #### Path 2, Step 2: Initialize Client and Create Tool Router Session Import and initialize the Composio client, then create a Tool Router session for Clientary ```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 ``` ```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}`); ``` #### Path 2, Step 3: Connect to AI Agent Use the MCP server with your AI agent (Anthropic Claude or Mastra) ```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()) ``` ```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}`); ``` ## Why Use Composio? ### 1. 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 ### 2. 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 ### 3. 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 ### 4. 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: - [ChatGPT](https://composio.dev/toolkits/clientary/framework/chatgpt) - [Antigravity](https://composio.dev/toolkits/clientary/framework/antigravity) - [OpenAI Agents SDK](https://composio.dev/toolkits/clientary/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/clientary/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/clientary/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/clientary/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/clientary/framework/codex) - [Cursor](https://composio.dev/toolkits/clientary/framework/cursor) - [VS Code](https://composio.dev/toolkits/clientary/framework/vscode) - [OpenCode](https://composio.dev/toolkits/clientary/framework/opencode) - [OpenClaw](https://composio.dev/toolkits/clientary/framework/openclaw) - [Hermes](https://composio.dev/toolkits/clientary/framework/hermes-agent) - [Google ADK](https://composio.dev/toolkits/clientary/framework/google-adk) - [LangChain](https://composio.dev/toolkits/clientary/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/clientary/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/clientary/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/clientary/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/clientary/framework/crew-ai) - [Pydantic AI](https://composio.dev/toolkits/clientary/framework/pydantic-ai) - [AutoGen](https://composio.dev/toolkits/clientary/framework/autogen) ## Related Toolkits - [Google Sheets](https://composio.dev/toolkits/googlesheets) - 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](https://composio.dev/toolkits/notion) - Notion is a collaborative workspace for notes, docs, wikis, and tasks. It streamlines team knowledge, project tracking, and workflow customization in one place. - [Airtable](https://composio.dev/toolkits/airtable) - 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](https://composio.dev/toolkits/hubspot) - 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. - [Asana](https://composio.dev/toolkits/asana) - Asana is a collaborative work management platform for teams to organize and track projects. 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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](https://docs.composio.dev/tool-router/overview). ### Is Composio secure? Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev). ### What if the API changes? Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)