Clientary integration

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 Invoice

Tool to create a new invoice in Clientary. Requires date, due_date, and currency_code. Optionally associate with a client using client_id.

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 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.

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.

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.

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 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.

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.