# How to connect Clientary to Grok Bot

```json
{
  "title": "How to connect Clientary to Grok Bot",
  "toolkit": "Clientary",
  "toolkit_slug": "clientary",
  "framework": "Grok Bot",
  "framework_slug": "grok-bot",
  "url": "https://composio.dev/toolkits/clientary/framework/grok-bot",
  "markdown_url": "https://composio.dev/toolkits/clientary/framework/grok-bot.md",
  "updated_at": "2026-10-04T16:05:15.279Z"
}
```

## Introduction

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.

## Also integrate Clientary with

- [Claude Code](https://composio.dev/toolkits/clientary/framework/claude-code)
- [Cursor](https://composio.dev/toolkits/clientary/framework/cursor)
- [ChatGPT](https://composio.dev/toolkits/clientary/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/clientary/framework/claude-cowork)
- [Antigravity](https://composio.dev/toolkits/clientary/framework/antigravity)
- [OpenAI Agents SDK](https://composio.dev/toolkits/clientary/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/clientary/framework/claude-agents-sdk)
- [Codex](https://composio.dev/toolkits/clientary/framework/codex)
- [Grok Build](https://composio.dev/toolkits/clientary/framework/grok-build)
- [VS Code](https://composio.dev/toolkits/clientary/framework/vscode)
- [OpenCode](https://composio.dev/toolkits/clientary/framework/opencode)
- [OpenClaw](https://composio.dev/toolkits/clientary/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/clientary/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/clientary/framework/atomic-agent)
- [Google ADK](https://composio.dev/toolkits/clientary/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/clientary/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/clientary/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/clientary/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/clientary/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/clientary/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/clientary/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/clientary/framework/autogen)

## TL;DR

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.

## Connect Clientary to Grok Bot

### 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](https://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](https://x.ai/bot/plugin/32661537)
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.

## What is Grok Bot?

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.

## What is the Clientary MCP server, 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 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.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `CLIENTARY_CREATE_CLIENT` | Create Client | Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information. |
| `CLIENTARY_CREATE_CONTACT` | Create Contact | Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields. |
| `CLIENTARY_CREATE_EXPENSE` | Create Expense | Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field. |
| `CLIENTARY_CREATE_LEAD` | Create Lead | Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information. |
| `CLIENTARY_CREATE_PROJECT` | Create Project | Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work. |
| `CLIENTARY_CREATE_TASK` | Create Task | Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee. |
| `CLIENTARY_DELETE_CLIENT` | Delete Client | Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible. |
| `CLIENTARY_DELETE_LEAD` | Delete Lead | Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible. |
| `CLIENTARY_DELETE_PAYMENT` | Delete Payment | Tool to remove an existing payment from an invoice. Use when you need to permanently delete a payment record. WARNING: Deletions are permanent and not reversible. |
| `CLIENTARY_DELETE_PAYMENT_PROFILE` | Delete Payment Profile | Tool to remove a specific payment profile from a client's account. Use when you need to delete a payment profile. Note: Client must have an active payment integration with Stripe to manage payment profiles. |
| `CLIENTARY_DELETE_RECURRING_SCHEDULE` | Delete Recurring Schedule | Tool to remove a recurring schedule by its identifier. Use when you need to permanently delete a recurring schedule from Clientary. Once deleted, the recurring schedule will no longer generate periodic invoices. |
| `CLIENTARY_GET_CLIENT` | Get Client | Tool to fetch details for a specific client using its ID. Use when you need to retrieve complete information about a client from Clientary. |
| `CLIENTARY_GET_CONTACT` | Get Contact | Tool to retrieve a single contact by its ID. Use when you need to fetch detailed information about a specific contact from Clientary. |
| `CLIENTARY_GET_ESTIMATE` | Get Estimate | Tool to retrieve details for a single estimate by ID. Use when you need to obtain comprehensive estimate information including line items, tax details, and financial data. |
| `CLIENTARY_GET_EXPENSE` | Get Expense | Tool to retrieve details for a single expense record in Clientary. Use when you need to get specific information about an expense by its unique identifier. |
| `CLIENTARY_GET_HOUR_ENTRY` | Get Hour Entry | Tool to obtain details about a specific time entry in Clientary. Use when you need to retrieve information about a logged hour entry by its unique identifier. |
| `CLIENTARY_GET_INVOICE` | Get Invoice | Tool to retrieve detailed information for a specific invoice by ID. Use when you need to fetch invoice details including line items, payments, tax information, and current status. |
| `CLIENTARY_GET_LEAD` | Get Lead | Tool to retrieve a single lead by its ID. Use when you need to fetch detailed information about a specific lead from Clientary. |
| `CLIENTARY_GET_PROJECT` | Get Project | Tool to retrieve a single project by its identifier. Use when you need to fetch detailed information about a specific project in Clientary. |
| `CLIENTARY_GET_STAFF` | Get Staff | Tool to retrieve a single staff member by their ID. Use when you need to fetch detailed information about a specific staff member from Clientary. |
| `CLIENTARY_GET_TASK` | Get Task | Tool to retrieve a specific task by its ID. Use when you need to fetch detailed information about a task from Clientary. |
| `CLIENTARY_LIST_CLIENT_CONTACTS` | List Client Contacts | Tool to retrieve all contacts for a specific client with pagination support. Use when you need to fetch the list of contacts associated with a particular client in Clientary. |
| `CLIENTARY_LIST_CLIENT_EXPENSES` | List Client Expenses | Tool to retrieve all expenses for a specific client within an optional date range. Use when you need to fetch expense records associated with a particular client from Clientary. |
| `CLIENTARY_LIST_CLIENT_INVOICES` | List Client Invoices | Tool to retrieve all invoices for a specific client with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular client from Clientary. |
| `CLIENTARY_LIST_CLIENT_PROJECTS` | List Client Projects | Tool to retrieve all projects associated with a specific client with pagination support (10 results per page). Use when you need to fetch projects for a particular client from Clientary. |
| `CLIENTARY_LIST_CLIENTS` | List Clients | Tool to retrieve all clients with pagination support (10 results per page). Use when you need to fetch a list of clients from Clientary with optional filtering by modification date or custom sorting. |
| `CLIENTARY_LIST_EXPENSES` | List Expenses | Tool to retrieve expenses by date range (defaults to current fiscal year). Use when you need to fetch a list of expenses from Clientary with optional filtering by start and end dates. |
| `CLIENTARY_LIST_LEADS` | List Leads | Tool to retrieve all leads with pagination support. Use when you need to fetch a list of leads from Clientary with optional sorting by name or date. |
| `CLIENTARY_LIST_PAYMENTS` | List Payments | Tool to retrieve all payments with pagination support (30 results per page). Use when you need to fetch a list of payments from Clientary with optional pagination and custom sorting. |
| `CLIENTARY_LIST_PROJECT_ESTIMATES` | List Project Estimates | Tool to retrieve estimates scoped to a particular project with pagination support (30 results per page). Use when you need to fetch all estimates associated with a specific project. |
| `CLIENTARY_LIST_PROJECT_EXPENSES` | List Project Expenses | Tool to retrieve all expenses for a specific project within an optional date range. Use when you need to fetch expense records associated with a particular project from Clientary. |
| `CLIENTARY_LIST_PROJECT_HOURS` | List Project Hours | Tool to retrieve all time tracking entries logged against a specific project. Use when you need to fetch hour entries for a particular project, optionally filtering by billed or unbilled status. |
| `CLIENTARY_LIST_PROJECT_INVOICES` | List Project Invoices | Tool to retrieve all invoices linked to a specific project with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular project from Clientary. |
| `CLIENTARY_LIST_PROJECTS` | List Projects | Tool to retrieve all projects with pagination support (10 results per page). Use when you need to fetch a list of projects from Clientary with optional filtering for closed projects. |
| `CLIENTARY_LIST_STAFF` | List Staff | Tool to retrieve all staff members for an account. Use when you need to fetch a complete list of staff members from Clientary. |
| `CLIENTARY_LIST_TASKS` | List Tasks | Tool to retrieve all tasks with pagination support (50 results per page). Use when you need to fetch a list of tasks from Clientary. |
| `CLIENTARY_SEND_INVOICE_MESSAGE` | Send Invoice Message | Tool to send an invoice message to recipients via email. Use when you need to email an invoice to clients with customizable subject, message content, and options to send a copy to yourself or attach a PDF. |
| `CLIENTARY_UPDATE_CLIENT` | Update Client | Tool to update an existing client record in Clientary with partial or complete field modifications. Use when you need to modify client details such as name, address, description, or custom fields. All fields except ID are optional. |
| `CLIENTARY_UPDATE_EXPENSE` | Update Expense | Tool to update an existing expense record in Clientary with partial or complete field modifications. Use when you need to modify expense details such as amount, description, client assignment, project assignment, or incurred date. All fields except ID are optional. |
| `CLIENTARY_UPDATE_HOUR_ENTRY` | Update Hour Entry | Tool to modify an existing time entry in Clientary with partial or complete field updates. Use when you need to update hours, title, date, description, rate, or billing status of a logged hour entry. |
| `CLIENTARY_UPDATE_PROJECT` | Update Project | Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are optional - only provided fields will be updated. |
| `CLIENTARY_UPDATE_TASK` | Update Task | Tool to update an existing task in Clientary with partial or complete field modifications. Use when you need to modify task details such as title, description, completion status, assignee, or due date. All fields except ID are optional. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

Once connected, your Grok bot can access the Clientary MCP server through Composio to run the actions you authorize, using plain language in the chat.

## Complete Code

None listed.

## Conclusion

### 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.

## How to build Clientary MCP Agent with another framework

- [Claude Code](https://composio.dev/toolkits/clientary/framework/claude-code)
- [Cursor](https://composio.dev/toolkits/clientary/framework/cursor)
- [ChatGPT](https://composio.dev/toolkits/clientary/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/clientary/framework/claude-cowork)
- [Antigravity](https://composio.dev/toolkits/clientary/framework/antigravity)
- [OpenAI Agents SDK](https://composio.dev/toolkits/clientary/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/clientary/framework/claude-agents-sdk)
- [Codex](https://composio.dev/toolkits/clientary/framework/codex)
- [Grok Build](https://composio.dev/toolkits/clientary/framework/grok-build)
- [VS Code](https://composio.dev/toolkits/clientary/framework/vscode)
- [OpenCode](https://composio.dev/toolkits/clientary/framework/opencode)
- [OpenClaw](https://composio.dev/toolkits/clientary/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/clientary/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/clientary/framework/atomic-agent)
- [Google ADK](https://composio.dev/toolkits/clientary/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/clientary/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/clientary/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/clientary/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/clientary/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/clientary/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/clientary/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/clientary/framework/autogen)

## Related Toolkits

- [Google Sheets](https://composio.dev/toolkits/googlesheets) - Google Sheets is a cloud-based spreadsheet tool for real-time collaboration and data analysis. It lets teams work together from anywhere, updating information instantly.
- [Notion](https://composio.dev/toolkits/notion) - Notion is a collaborative workspace for notes, docs, wikis, and tasks. It streamlines team knowledge, project tracking, and workflow customization in one place.
- [Airtable](https://composio.dev/toolkits/airtable) - Airtable combines the flexibility of spreadsheets with the power of a database for easy project and data management. Teams use Airtable to organize, track, and collaborate with custom views and automations.
- [HubSpot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.
- [Asana](https://composio.dev/toolkits/asana) - Asana is a collaborative work management platform for teams to organize and track projects. It streamlines teamwork, boosts productivity, and keeps everyone aligned on goals.
- [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.
- [Google Tasks](https://composio.dev/toolkits/googletasks) - Google Tasks is a to-do list and task management tool integrated into Gmail and Google Calendar. It helps you organize, track, and complete tasks across your Google ecosystem.
- [Linear](https://composio.dev/toolkits/linear) - Linear is a modern issue tracking and project planning tool for fast-moving teams. It helps streamline workflows, organize projects, and boost productivity.
- [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.
- [Jira](https://composio.dev/toolkits/jira) - Jira is Atlassian’s platform for bug tracking, issue tracking, and agile project management. It helps teams organize work, prioritize tasks, and deliver projects efficiently.
- [Clickup](https://composio.dev/toolkits/clickup) - ClickUp is an all-in-one productivity platform for managing tasks, docs, goals, and team collaboration. It streamlines project workflows so teams can work smarter and stay organized in one place.
- [Monday](https://composio.dev/toolkits/monday) - Monday.com is a customizable work management platform for project planning and collaboration. It helps teams organize tasks, automate workflows, and track progress in real time.
- [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
- [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide.
- [44API](https://composio.dev/toolkits/44api) - 44API is an API service for validating VAT and tax identifiers and returning company details. Use it to verify business tax data and manage account IP whitelists quickly.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Aeroleads](https://composio.dev/toolkits/aeroleads) - Aeroleads is a B2B lead generation platform for finding business emails and phone numbers. Grow your sales pipeline faster with powerful prospecting tools.
- [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.

## Frequently Asked Questions

### 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 Grok Bot?

Yes, you can. Grok Bot 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.

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