How to connect Clientary MCP with Cursor

How to integrate Clientary MCP with Cursor Cursor is one of the leading AI-powered code editors. It is built to help developers write, understand, and refactor code faster with AI assistance built directly into the editor. And in this guide, I will explain the easiest and most secure way to connect your Clientary account to Cursor via Composio Connect, so it can create new invoice for a client, list all active projects this month, send payment reminder to overdue clients, and more without ever putting your account credentials at risk.

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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.

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How to integrate Clientary MCP with Cursor

Cursor is one of the leading AI-powered code editors. It is built to help developers write, understand, and refactor code faster with AI assistance built directly into the editor.

And in this guide, I will explain the easiest and most secure way to connect your Clientary account to Cursor via Composio Connect, so it can create new invoice for a client, list all active projects this month, send payment reminder to overdue clients, and more without ever putting your account credentials at risk.

Also integrate Clientary with

ChatGPTOpenAI Agents SDKClaude Agent SDKClaude CodeClaude CoworkCodexOpenCodeVS CodeOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

Why Composio?

  • 1,000+ SaaS toolkits out of the box. Skip the work of building and maintaining integrations, Composio gives you instant access to a vast catalog of pre-built connectors.
  • 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. A remote CLI workbench lets LLMs compose these tools into workflows for complex automation.

Connect Clientary to Cursor

Two ways to install — pick whichever you prefer.

1. Install with one click

Click the button below to add Composio to Cursor.

↗Install in Cursor

2. Or add manually

Add to your Cursor mcp.json

Open .cursor/mcp.json in your project root (or ~/.cursor/mcp.json for global config) and add the following configuration:

bash
{
  "servers": {
    "composio": {
      "type": "http",
      "url": "https://connect.composio.dev/mcp"
    }
  }
}

3. Authorize

Restart Cursor, then click "Connect" next to Composio in MCP Tools settings.

Cursor MCP Tools settings with Connect button next to Composio

A browser window will open to authorize.

Composio authorization browser window

Connect your Clientary account

Back in Cursor, ask the agent to connect to Clientary or give it any Clientary-related task.

For example, ask it 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 to Clientary.

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

Conclusion

You have successfully connected Clientary to Cursor using Composio Connect. Your agent can now use Clientary securely without exposing credentials in prompts or local scripts.

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 logo

ChatGPT

Use Clientary MCP with ChatGPT

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

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. Cursor 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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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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