How to connect Clientary to Cursor

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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

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.

Supported Tools & Triggers

Tools
Create ClientTool to create a new client record in Clientary.
Create ContactTool to create a new contact within a specified client.
Create ExpenseTool to create a new expense record in Clientary to track expenditures within your account.
Create LeadTool to create a new lead record in Clientary.
Create ProjectTool to create a new project in Clientary with name and rate.
Create TaskTool to create a new task in Clientary.
Delete ClientTool to remove a client and all associated projects, invoices, estimates, and contacts.
Delete LeadTool to permanently delete a lead and all associated Estimates and Contacts.
Delete PaymentTool to remove an existing payment from an invoice.
Delete Payment ProfileTool to remove a specific payment profile from a client's account.
Delete Recurring ScheduleTool to remove a recurring schedule by its identifier.
Get ClientTool to fetch details for a specific client using its ID.
Get ContactTool to retrieve a single contact by its ID.
Get EstimateTool to retrieve details for a single estimate by ID.
Get ExpenseTool to retrieve details for a single expense record in Clientary.
Get Hour EntryTool to obtain details about a specific time entry in Clientary.
Get InvoiceTool to retrieve detailed information for a specific invoice by ID.
Get LeadTool to retrieve a single lead by its ID.
Get ProjectTool to retrieve a single project by its identifier.
Get StaffTool to retrieve a single staff member by their ID.
Get TaskTool to retrieve a specific task by its ID.
List Client ContactsTool to retrieve all contacts for a specific client with pagination support.
List Client ExpensesTool to retrieve all expenses for a specific client within an optional date range.
List Client InvoicesTool to retrieve all invoices for a specific client with pagination support (30 results per page).
List Client ProjectsTool to retrieve all projects associated with a specific client with pagination support (10 results per page).
List ClientsTool to retrieve all clients with pagination support (10 results per page).
List ExpensesTool to retrieve expenses by date range (defaults to current fiscal year).
List LeadsTool to retrieve all leads with pagination support.
List PaymentsTool to retrieve all payments with pagination support (30 results per page).
List Project EstimatesTool to retrieve estimates scoped to a particular project with pagination support (30 results per page).
List Project ExpensesTool to retrieve all expenses for a specific project within an optional date range.
List Project HoursTool to retrieve all time tracking entries logged against a specific project.
List Project InvoicesTool to retrieve all invoices linked to a specific project with pagination support (30 results per page).
List ProjectsTool to retrieve all projects with pagination support (10 results per page).
List StaffTool to retrieve all staff members for an account.
List TasksTool to retrieve all tasks with pagination support (50 results per page).
Send Invoice MessageTool to send an invoice message to recipients via email.
Update ClientTool to update an existing client record in Clientary with partial or complete field modifications.
Update ExpenseTool to update an existing expense record in Clientary with partial or complete field modifications.
Update Hour EntryTool to modify an existing time entry in Clientary with partial or complete field updates.
Update ProjectTool to update an existing project in Clientary with partial or complete field modifications.
Update TaskTool to update an existing task in Clientary with partial or complete field modifications.

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.

How to build Clientary MCP Agent with another framework

FAQ

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

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.

Can I use Tool Router MCP with Cursor?

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.

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

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.

How safe is my data with Composio Tool Router?

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.

Used by agents from

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Letta
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Agent.ai
Altera
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Context
Letta
glean
HubSpot
Agent.ai
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Entelligence
Rolai

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