How to connect Clientary to Grok Bot

Grok is xAI's assistant, and its bot builder lets you create a personal agent that holds context, runs skills, and connects to the apps you already use through plugins.

This guide explains how to connect Clientary to a Grok bot using Composio Connect, which handles OAuth, token refresh, and reliability so you do not have to. You add Composio as a plugin, authenticate once, then ask your bot to work with Clientary in plain language.

Composio exposes 1,500+ apps to your Grok bot through a single connection, so you get:

• Connect to 1,500+ apps with on-demand tool loading, so you do not fill your context window with unnecessary tool definitions.
• Use programmatic tool calling through a remote workbench, letting the model write its own code to handle complex tool chaining. This reduces back-and-forth for frequent tool calls.
• Handle large tool responses outside the model context to keep conversations lean.

Connecting Clientary to Grok Bot

Once Grok Bot is set up, you connect Clientary entirely from its interface, and the whole flow takes under a minute.

Set up Grok Bot

Get access. Grok Bot is included with Cursor Ultra, Cursor Premium Teams, and SuperGrok Heavy. Get the desktop app for macOS or Windows from x.ai/bot and sign in. An iPhone companion app is also available, and your bots sync across devices.

Create a bot. Pick a suggested role or define your own, then give it a short name, one primary job, and a short description of how it should work. Focused bots work best, because a clear role gives the bot more useful context over time.

Connect Clientary

1. Add the Composio plugin

Click the button. The Composio listing on x.ai opens and launches Grok Bot for you. If the app does not open on its own, click Add to Grok Bot.

Add to Grok Bot

Grok Bot opens the Composio plugin, showing its connector and skills. Click Add.

2. Authenticate

Go to the Installed section and click the Composio entry. You'll see its connector and skills listed.

Click Authenticate. You'll be taken to the Composio consent screen. Review the access it requests and click Authorize. Composio handles the OAuth handshake for you, so you never touch API keys or tokens.

3. Connect your Clientary account

Back in the chat, ask your bot to connect to Clientary or give it any Clientary 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.

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

Grok is xAI's assistant, available as a chat interface and a bot builder for creating personal agents that run skills and connect to external apps.

With Composio Connect, your Grok bot can securely access apps like Clientary through MCP without you sharing account credentials directly with the agent.

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.

Way Forward

Now that Clientary is connected, extend your setup by connecting the other apps you already use every day, so your Grok bot can run true cross-app workflows end to end.

• Connect Calendar to turn threads into scheduled meetings automatically.
• Connect Slack or Teams to post summaries, approvals, and alerts where your team works.
• Connect Notion, Linear, Jira, or Asana to convert requests into tickets, tasks, and docs.
• Connect Drive, Dropbox, or OneDrive to fetch, file, and share attachments without manual steps.

Start with one workflow you do repeatedly, then keep adding apps as you find new handoffs. With everything behind a single connection, your bot can coordinate multiple tools safely and reliably in one conversation.