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How to connect Clientary to Claude

Connect Claude Web, Desktop and Cowork 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 is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.

42 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Clientary account to Claude via Composio Connect, enabling it to create new invoice for a client, list all active projects this month, send payment reminder to overdue clients, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Clientary with

Claude CodeCursorChatGPTAntigravityOpenAI Agents SDKClaude Agent SDKGrok BotCodexGrok BuildVS CodeOpenCodeOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Clientary to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Clientary account

Back in Claude, ask it to connect to Clientary or give it any Clientary-related task.

For example, ask Claude to:

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

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Clientary account is ready to use.

What is the Clientary Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Clientary?

The connector can show as connected, but Claude must use it in each Clientary conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Clientary again.

2. Why does Claude show an MCP server error before Clientary connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Clientary.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Clientary.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Clientary authorization link not work?

The Composio connector is one server. Your Clientary account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Clientary connection.
  • Composio creates a fresh Clientary authorization link.
  • Open that link in your browser and finish the Clientary sign-in.

4. Why do Clientary actions fail after they worked before?

The Clientary connection can expire or lose permission.

  • Ask Claude to inspect the Clientary connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Clientary account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Clientary.
  • If the action still fails with a permission error, check that the connected account has that permission in Clientary itself.

5. How do I switch to a different Clientary account?

Claude can manage the Clientary connection for you.

  • Ask Claude to disconnect or delete the current Clientary account.
  • Ask Claude to connect Clientary again.
  • Open the new Composio authorization link for Clientary.
  • Sign in with the other Clientary account in the browser.
  • After the account connects, ask Claude to retry the Clientary task.

6. Why is my Clientary connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Clientary connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Clientary tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Clientary.
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

Claude Code logo

Claude Code

Use Clientary MCP with Claude Code

Cursor logo

Cursor

Use Clientary MCP with Cursor

ChatGPT logo

ChatGPT

Use Clientary MCP with ChatGPT

Antigravity logo

Antigravity

Use Clientary MCP with Antigravity

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

Grok Bot logo

Grok Bot

Use Clientary MCP with Grok Bot

Codex logo

Codex

Use Clientary MCP with Codex

Grok Build logo

Grok Build

Use Clientary MCP with Grok Build

VS Code logo

VS Code

Use Clientary MCP with VS Code

OpenCode logo

OpenCode

Use Clientary MCP with OpenCode

OpenClaw logo

OpenClaw

Use Clientary MCP with OpenClaw

Hermes logo

Hermes

Use Clientary MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Clientary MCP with Atomic Agent

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

Pydantic AI logo

Pydantic AI

Use Clientary MCP with Pydantic AI

AutoGen logo

AutoGen

Use Clientary MCP with AutoGen

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. Claude Cowork 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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