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.
ActionTry it
Integrate Clientary
with your AI workspace
A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.
Explore Triggers and Actions
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.
ActionTry it
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.
ActionTry it
Create Invoice
Tool to create a new invoice in Clientary. Requires date, due_date, and currency_code. Optionally associate with a client using client_id.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Create Project Hours
Tool to create a new time entry for a specific project in Clientary. Use when you need to log hours worked on a project with a title and hours count.
ActionTry it
Create Recurring Schedule
Tool to create a new recurring schedule for automatic invoice generation in Clientary. Use when you need to set up recurring invoices for a client at regular intervals (weekly, monthly, quarterly, etc.). Requires client_id, next_date, time_interval, currency_code, and due_period.
ActionTry it
Create Task (v2)
Tool to create a new task in Clientary using API v2. Use when you need to create a task with a title, optionally associating it with a project, client, or assignee.
ActionTry it
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.
ActionTry it
Delete Contact
Tool to permanently delete a contact and all associated comments. Use when you need to remove a contact that is no longer needed. Warning: This action is irreversible.
ActionTry it
Delete Expense
Tool to permanently remove an expense record from Clientary. Use when you need to delete an expense entry. WARNING: Deletions are permanent and not reversible.
ActionTry it
Delete Hour Entry
Tool to permanently delete a time entry (hour) from Clientary. Use when you need to remove a logged hour entry by its unique identifier. Warning: Deletions are permanent and cannot be undone.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Delete Project
Tool to permanently delete a project and all associated resources including tasks, hours, expenses, invoices, and estimates. Use when you need to remove a project from Clientary. WARNING: Deletions are permanent and not reversible.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Get Task
Tool to retrieve a specific task by its ID. Use when you need to fetch detailed information about a task from Clientary.
ActionTry it
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.
ActionTry it
List Client Estimates
Tool to retrieve all estimates for a specific client with pagination support (30 results per page). Use when you need to fetch estimates associated with a particular client from Clientary.
ActionTry it
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.
ActionTry it
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.
ActionTry it
List Client Payment Profiles
Tool to retrieve payment profiles for a specific client. Payment profiles store credit card information securely via Stripe integration. Use when you need to fetch payment methods associated with a client account.
ActionTry it
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.
ActionTry it
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.
ActionTry it
List Estimates
Tool to retrieve all estimates with pagination support (30 results per page). Use when you need to fetch a list of estimates from Clientary, which serve as proposals or quotes to be sent to clients.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
List Project Tasks
Tool to retrieve all tasks for a specific project. Use when you need to fetch a list of tasks associated with a particular project in Clientary.
ActionTry it
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.
ActionTry it
List Recurring Schedule Invoices
Tool to retrieve all invoices generated by a specific recurring schedule with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular recurring schedule from Clientary.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Update Contact
Tool to update an existing contact in Clientary with partial or complete field modifications. Use when you need to modify contact details such as name, email, title, or phone numbers. Supports partial updates via the client_user wrapper object.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Update Invoice
Tool to update an existing invoice in Clientary with partial or complete field modifications. Use when you need to modify invoice details such as number, dates, currency, or line items. For invoice_items_attributes: include item ID to edit existing items, omit ID to create new items, or set destroy=true with ID to delete items.
ActionTry it
Update Lead
Tool to update an existing lead record in Clientary with partial or complete field modifications. Use when you need to modify lead details such as name, address, website, description, or custom fields. All fields except ID are optional.
ActionTry it
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.
ActionTry it
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.
ActionTry it