Clientary integration

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.

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.

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.

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.

Get hour

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.

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.

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.

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.

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.

Get task

Tool to retrieve a specific task by its ID. Use when you need to fetch detailed information about a task from Clientary.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.