How to integrate Clientary MCP with Atomic Agent

Connect Atomic Agent to Clientary MCP. Create new invoice for a client, list all active projects this month, and more using natural language, with authentication handled for you.

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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

Managed auth

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Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Clientary.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Clientary account. See the Atomic Agent documentation for installation instructions.

How Atomic Agent connects to Clientary

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Clientary to Atomic Agent

Sign up or sign in to the Composio dashboard. Copy your API key.
In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
Ask Atomic Agent to do something in Clientary. It searches Composio for the right tool.
On first use, open the sign-in link returned in the chat. Connect your Clientary account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash

COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Clientary MCP server, and what's possible with it?

The Clientary MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Clientary account. It provides structured and secure access so your agent can perform Clientary operations on your behalf.

Use Clientary from Atomic Agent

With your account connected, ask Atomic Agent to work with Clientary in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

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.

FRAMEWORKS

How to build Clientary MCP Agent with another framework

ChatGPT

Use Clientary MCP with ChatGPT

Antigravity

Use Clientary MCP with Antigravity

OpenAI Agents SDK

Use Clientary MCP with OpenAI Agents SDK

Claude Agent SDK

Use Clientary MCP with Claude Agent SDK

Claude Code

Use Clientary MCP with Claude Code

Claude Cowork

Use Clientary MCP with Claude Cowork

Grok Bot

Use Clientary MCP with Grok Bot

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

Vercel AI SDK

Use Clientary MCP with Vercel 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

With a standalone Clientary MCP server, the agents and LLMs can only access a fixed set of Clientary tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Clientary and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Clientary tools.

Yes, absolutely. You can configure which Clientary scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Clientary data and credentials are handled as safely as possible.

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How to integrate Clientary MCP with Atomic Agent

Connect Clientary without auth hassles

Introduction

Also integrate Clientary with

How Atomic Agent connects to Clientary

Connect Clientary to Atomic Agent

Headless setup

What is the Clientary MCP server, and what's possible with it?

Use Clientary from Atomic Agent

Troubleshooting

Why is my API key rejected?

Why are Composio tools unavailable after saving a key?

Does Composio have a free plan?

Supported Tools

How to build Clientary MCP Agent with another framework

ChatGPT

Antigravity

OpenAI Agents SDK

Claude Agent SDK

Claude Code

Claude Cowork

Grok Bot

Codex

Grok Build

Cursor

VS Code

OpenCode

OpenClaw

Hermes

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

CrewAI

Pydantic AI

AutoGen

Explore Other Toolkits

Google Sheets

Notion

Airtable

HubSpot

Frequently asked questions

What are the differences in Tool Router MCP and Clientary MCP?+

Can I use Tool Router MCP with Atomic Agent?+

Can I manage the permissions and scopes for Clientary while using Tool Router?+

How safe is my data with Composio Tool Router?+

Start with Clientary.It takes 30 seconds.