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 to your clients, contacts, leads, projects, tasks, hours, invoices, estimates, payments, expenses, and recurring schedules, so your agent can create client records, manage projects, track work, handle invoices, and maintain sales information on your behalf.
- Client and contact management: Have your agent create, review, update, or remove clients and their contacts as your business relationships change.
- Lead and estimate tracking: Let the agent create and update leads, list estimates, and remove leads that are no longer relevant.
- Project and task coordination: Direct your agent to create, review, update, or delete projects, then create and update tasks to keep work organized.
- Time and billing management: Instruct your agent to record project hours, create and update invoices, review invoice details, and remove incorrect payments or time entries.
- Recurring billing and expense cleanup: Have your agent create or remove recurring invoice schedules, delete expenses, and remove outdated client payment profiles.