Integration

Clientary integration

Clientary is invoicing, time tracking and project software for small service businesses. Manage clients, contacts and leads; create, update, email and track invoices and estimates; record and delete invoice payments; run projects with tasks, logged hours and expenses; comment on invoices, estimates, projects and tasks; read staff and a summary report of invoiced, paid and outstanding amounts. Contacts and staff are personal data. Left out: contracts, proposals, retainers, recurring schedules and recurring time, templates, stored card payment profiles and charging a card on file. Connect with your account subdomain (the part before .clientary.com) and your personal API token (Profile, Generate API Token) typed as both the username and the password.

Connect Clientary How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Clientary.Built from the 69 Clientary tools below, on the connection you add once.

What you can do with Clientary

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Comment, 10 operations

add_estimate_commentAdd estimate commentPOSTPosts a comment on the estimate. The people involved are notified as in the app, and client contacts see it in the portal unless staff_only is true.
add_invoice_commentAdd invoice commentPOSTPosts a comment on the invoice. The people involved are notified as in the app, and client contacts see it in the portal unless staff_only is true.
add_project_commentAdd project commentPOSTPosts a comment on the project. The people involved are notified as in the app, and client contacts see it in the portal unless staff_only is true.
add_task_commentAdd task commentPOSTPosts a comment on the task. The people involved are notified as in the app, and client contacts see it in the portal unless staff_only is true.
delete_commentDelete commentDELETEPermanently deletes a comment. Only its author can; another user's comment answers not found.
list_estimate_commentsList estimate commentsGETLists the comments on the estimate, newest first: text, whether it is staff only, author and dates.
list_invoice_commentsList invoice commentsGETLists the comments on the invoice, newest first: text, whether it is staff only, author and dates.
list_project_commentsList project commentsGETLists the comments on the project, newest first: text, whether it is staff only, author and dates.
list_task_commentsList task commentsGETLists the comments on the task, newest first: text, whether it is staff only, author and dates.
update_commentUpdate commentPUTChanges the text of a comment. Only its author can; another user's comment answers not found.

Invoice, 7 operations

create_invoiceCreate invoicePOSTCreates an invoice with its line items and returns it. It is not sent: use send_invoice for that. The number continues the account sequence when left out.
delete_invoiceDelete invoiceDELETEPermanently deletes the invoice with its lines and payments.
get_invoiceGet invoiceGETReturns one invoice: lines, taxes, totals, balance, status, payments, and links to the app, to the client view and to the PDF (the last two need no login).
list_client_invoicesList client invoicesGETLists one client's invoices: lines, totals, balance, status and payments.
list_invoicesList invoicesGETLists invoices with their lines, totals, balance, status and payments, newest first, 30 per page. Filter by status, date range, text (number, title, client name, PO) or changes since a date.
list_project_invoicesList project invoicesGETLists the invoices linked to one project: lines, totals, balance, status and payments.
update_invoiceUpdate invoicePUTChanges the invoice fields you send and adds, edits or removes lines through invoice_items_attributes.

Contact, 6 operations

create_contactCreate contactPOSTAdds a contact (a person) to a client and returns it. The account plan limits how many contacts it can hold.
delete_contactDelete contactDELETEPermanently deletes the contact and its comments.
get_contactGet contactGETReturns one contact: name, title, email, phone, mobile and extension, and the client it belongs to. Personal data.
list_client_contactsList client contactsGETLists one client's contacts: name, title, email and phone numbers. Personal data.
list_contactsList contactsGETLists the contacts (people at clients), 10 per page by default and up to 100 with page_size. Search by text, sort by newest, or get the ones changed since a date. Personal data.
update_contactUpdate contactPUTChanges the contact fields you send; the others keep their values.

Estimate, 6 operations

create_estimateCreate estimatePOSTCreates an estimate (a quote) with its line items and returns it. It is not sent: use send_estimate for that.
delete_estimateDelete estimateDELETEPermanently deletes the estimate with its lines.
get_estimateGet estimateGETReturns one estimate: lines, taxes, totals, status, project, and links to the app, to the client view and to the PDF (the last two need no login).
list_client_estimatesList client estimatesGETLists one client's estimates: lines, totals and status.
list_estimatesList estimatesGETLists estimates (quotes) with their lines, totals and status, 30 per page. Filter by state, date or delivery date range, or text (number, title, client name).
update_estimateUpdate estimatePUTChanges the estimate fields you send and adds, edits or removes lines through estimate_items_attributes.

Project, 6 operations

create_projectCreate projectPOSTCreates a project and returns it. Pass template_id to start from one of the account's project templates, with its phases and tasks.
delete_projectDelete projectDELETEPermanently deletes the project with its tasks, logged hours, comments and notes.
get_projectGet projectGETReturns one project: client, status, billing type, rate, budget, hours worked and unbilled, cost and end date.
list_client_projectsList client projectsGETLists one client's projects, 10 per page.
list_projectsList projectsGETLists active and billable projects with client, rate, budget, hours worked and unbilled. filter returns closed, billable, unbilled, over-budget or all projects; search by name.
update_projectUpdate projectPUTChanges the project fields you send; the others keep their values.

Task, 6 operations

create_taskCreate taskPOSTCreates a to-do item, optionally on a project and assigned to a staff user, and returns it.
delete_taskDelete taskDELETEPermanently deletes the task.
get_taskGet taskGETReturns one task: title, description, project, client, assignee, due date and whether it is complete.
list_project_tasksList project tasksGETLists one project's tasks; the same filters as list_tasks apply.
list_tasksList tasksGETLists tasks with their project, client, assignee, due date and completion. Filter by open or done, or by assigned staff user.
update_taskUpdate taskPUTChanges the task fields you send; the others keep their values. complete true marks the task done and false reopens it; get_task then shows complete and completed_at, so check it there.

Client, 5 operations

create_clientCreate clientPOSTCreates a client (a company or a person you bill) and returns it. The account plan limits how many clients it can hold.
delete_clientDelete clientDELETEPermanently deletes the client with all its projects, invoices, estimates and contacts. This cannot be undone.
get_clientGet clientGETReturns one client: number, name, address, website and description.
list_clientsList clientsGETLists active clients (or archived ones with filter=archived), 10 per page, sorted by name or by newest. Search by name or number, or get the ones changed since a date.
update_clientUpdate clientPUTChanges the client fields you send; the others keep their values.

Expense, 5 operations

create_expenseCreate expensePOSTRecords an expense, optionally on a client or project, and returns it. It moves no money.
delete_expenseDelete expenseDELETEPermanently deletes the expense.
get_expenseGet expenseGETReturns one expense: amount, date, description, client, project and the invoice it was billed on.
list_expensesList expensesGETLists expenses for a date range (the current fiscal year by default): amount, date, description, client, project and whether they were billed.
update_expenseUpdate expensePUTChanges the expense fields you send; the others keep their values.

Hour, 5 operations

delete_time_entryDelete time entryDELETEPermanently deletes the time entry.
get_time_entryGet time entryGETReturns one time entry: title, date, hours, rate, cost, project and user.
list_time_entriesList time entriesGETLists the time entries of a project: title, date, hours, rate, cost, who logged it and whether it is billed. filter narrows to billed or unbilled time.
log_timeLog timePOSTLogs hours on a project for the API token user and returns the time entry.
update_time_entryUpdate time entryPUTChanges the time entry fields you send; the others keep their values.

Lead, 5 operations

create_leadCreate leadPOSTCreates a lead (a prospective client) and returns it. The account plan limits how many it can hold.
delete_leadDelete leadDELETEPermanently deletes the lead with its estimates and contacts.
get_leadGet leadGETReturns one lead: number, name, address, website and description.
list_leadsList leadsGETLists open leads (prospective clients), newest first, 20 per page. filter returns won (closed), lost or all leads; search by name.
update_leadUpdate leadPUTChanges the lead fields you send; the others keep their values.

Payment, 3 operations

delete_invoice_paymentDelete invoice paymentDELETEPermanently deletes a payment from the invoice.
list_paymentsList paymentsGETLists payments received on invoices, newest received first, 30 per page: amount, date, note, invoice, gateway fee and transaction id. Filter by received date range or changes since a date.
record_invoice_paymentRecord invoice paymentPOSTRecords a payment received on the invoice (for example a check) with its amount and a note. It charges nothing.

Message, 2 operations

send_estimateSend estimatePOSTEmails the estimate to the given recipients, which sends a real email to the client. subject and message are what the email shows.
send_invoiceSend invoicePOSTEmails the invoice to the given recipients, which sends a real email to the client. subject and message are what the email shows.

Staff, 2 operations

get_staff_userGet staff userGETReturns one team member: name, title, email and phone numbers.
list_staffList staffGETLists the team members of the account: name, title, email and phone numbers. Their ids are what assignee_id and user_id take.

Summary, 1 operation

get_summary_reportGet summary reportGETReturns totals for a date range, by currency: invoiced, paid, outstanding (current and overdue), estimates, proposals, retainers and hours. Needs a user allowed to view invoices.

Use Clientary from Claude Code, Cursor or Codex

Connect Clientary in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Clientary operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Clientary

Create your workspace
Sign up free. Nothing to install.
Connect Clientary once
Add your Clientary connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.