How to integrate Clientary MCP with ChatGPT

How to integrate Clientary MCP with ChatGPT ChatGPT is one of the most popular AI tools today, with capabilities ranging from deep research and image generation to writing, coding, and everyday productivity. In this guide, I will explain the easiest and most secure way to connect your Clientary account to ChatGPT via Composio Connect, so it can summarize unread updates from this morning, create draft replies to urgent messages, fetch contact details for recent senders, and more without ever putting your account credentials at risk.

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How to integrate Clientary MCP with ChatGPT

ChatGPT is one of the most popular AI tools today, with capabilities ranging from deep research and image generation to writing, coding, and everyday productivity.

In this guide, I will explain the easiest and most secure way to connect your Clientary account to ChatGPT via Composio Connect, so it can summarize unread updates from this morning, create draft replies to urgent messages, fetch contact details for recent senders, and more without ever putting your account credentials at risk.

Also integrate Clientary with

OpenAI Agents SDKClaude Agent SDKClaude CodeClaude CoworkCodexOpenCodeCursorVS CodeOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

Why use Composio over default connectors?

  • Apps with read and write access. Default connectors mostly can read your data. Composio's Clientary integration lets ChatGPT take actions like creating drafts, sending updates, labeling records, and more.
  • 1,000+ SaaS toolkits out of the box. Composio gives you instant access to a vast catalog of pre-built connectors, from Gmail and Slack to Notion, Linear, and Salesforce.
  • One MCP server for every app. Connect any of your applications on demand through a single endpoint, rather than juggling a separate server for each app.
  • Smart, context-aware tool loading. Unlike traditional MCP servers that dump every available tool into the LLM context window, Composio searches for and loads only the tools relevant to the task at hand.
  • Cross-app automation. Chain actions across multiple apps in a single run - fetch a thread, summarize it in Notion, and post highlights to Slack without leaving the conversation.

Prerequisites

  • A ChatGPT account with Plus subscription or higher (Business, Enterprise, Edu, or Pro). We will use ChatGPT Web.
  • Access to the Clientary workspace you want to connect.
  • Composio MCP.

Note: Composio connects through OAuth. You will be asked to sign in and approve specific permissions. Review the permission screen carefully if you are using a work account.

Step-by-step: Connect Clientary to ChatGPT

1. Enable Developer Mode

In ChatGPT, go to Settings > Apps > Advanced settings and turn on Developer Mode.

ChatGPT settings showing Developer Mode toggle

2. Add the MCP server

Click Create app, then paste the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
ChatGPT create app flow with Composio MCP URL

3. Authorize in your browser

A browser window will open automatically. Sign in to authorize ChatGPT to access your Composio account.

Composio authorization screen for ChatGPT MCP setup

4. Start using Composio

Composio tools are now available in ChatGPT chats and Deep Research. In every new chat, click the + icon at the bottom, click More, and select Composio to enable tools for that conversation.

What you can do after connecting Clientary

  • Create new invoice for a client
  • List all active projects this month
  • Send payment reminder to overdue clients

Security + privacy notes (important)

  • Use least-privilege access: Only grant permissions you actually need.
  • Review OAuth permissions before approving: Make sure requested scopes match what you expect Composio and ChatGPT to do.
  • Keep write actions human-reviewed: For actions like sending messages, creating labels, or editing drafts, keep manual confirmation enabled.
  • Be careful with sensitive data: Avoid using this setup with highly sensitive information unless allowed by your personal, company, or client policies.
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

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Clientary MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Clientary MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Clientary MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Clientary MCP with Claude Cowork

Codex logo

Codex

Use Clientary MCP with Codex

Cursor logo

Cursor

Use Clientary MCP with Cursor

OpenClaw logo

OpenClaw

Use Clientary MCP with OpenClaw

Hermes logo

Hermes

Use Clientary MCP with Hermes

CLI logo

CLI

Use Clientary MCP with CLI

Google ADK logo

Google ADK

Use Clientary MCP with Google ADK

LangChain logo

LangChain

Use Clientary MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Clientary MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Clientary MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Clientary MCP with LlamaIndex

CrewAI logo

CrewAI

Use Clientary MCP with CrewAI

OpenCode logo

OpenCode

Use Clientary MCP with OpenCode

VS Code logo

VS Code

Use Clientary MCP with VS Code

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. ChatGPT 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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Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

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We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

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As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

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Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

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With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

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