--- title: "Connect Adyen and Clientary - APIANT.ai" description: "When \"New payment authorisation\" fires in Adyen, your agent runs \"Add contact\" in Clientary, or \"New Expense\" in Clientary to \"Add payment\" in Adyen." canonical: "https://apiant.ai/connect/adyen-to-clientary" --- # Connect Adyen and Clientary When **New payment authorisation** fires in [Adyen](https://apiant.ai/connections/adyen), your agent runs **Add contact** in [Clientary](https://apiant.ai/connections/clientary), or **New Expense** in Clientary to **Add payment** in Adyen. Describe the whole flow and it is built, tested on every scenario and kept running. Adyen **2** triggers Adyen **10** actions Clientary **3** triggers Clientary **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Adyen and Clientary to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Adyen and Clientary can do together ### From Adyen to Clientary - When **New payment authorisation** in Adyen then **Add contact** in Clientary - When **New refund** in Adyen then **Create Invoice** in Clientary ### From Clientary to Adyen - When **New Expense** in Clientary then **Add payment** in Adyen - When **New Invoice** in Clientary then **Add payment link** in Adyen Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Adyen and Clientary ## Triggers and actions 5 triggers ยท 24 actions - Trigger **New payment authorisation** Webhook AUTHORISATION: result of authorisation request. - Trigger **New refund** Webhook REFUND: result of refund request. - Action **Add payment** Starts a payment (authorisation) in Adyen Checkout for the given amount, payment method and merchant account, and returns the payment's PSP reference and result code. - Action **Add payment link** Creates an Adyen Pay by Link payment link that a shopper can open to pay the given amount. - Action **Cancel payment** Cancels an authorised payment that has not been captured yet, releasing the funds back to the shopper. The final outcome arrives later in Adyen's CANCELLATION webhook. - Action **Capture payment** Captures an authorised payment (full or partial amount). Adyen processes the capture asynchronously: the response always has status "received" and the final outcome arrives later in a CAPTURE webhook. - Action **Delete stored payment method** Deletes (disables) a shopper's stored payment details token in Adyen. - Action **Get payment link** Retrieves the details of a payment link, including its amount, status (active, completed, expired or paymentPending), url and expiry. - Action **List payment methods** Retrieves the payment methods available for a transaction, based on details such as amount, country and currency, plus the shopper's stored payment methods when a shopper reference is given. - Action **List stored payment methods** Lists the tokens for payment details stored for a shopper, with a summary of each stored card or account. - Action **Refund payment** Refunds a captured Adyen payment, fully or partially. Adyen acknowledges the request immediately; the final outcome arrives later in a REFUND notification. - Action **Update payment link** Updates the status of an Adyen payment link. Adyen only allows setting the status to expired, which forces the link to expire so shoppers can no longer pay with it. - Trigger **New Expense** Triggers when a new expense is recorded in your Clientary account during the current fiscal year. - Trigger **New Invoice** Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search. - Trigger **New Staff** Triggers when a new staff user is added to your Clientary account. - Action **Add comment** Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved. - Action **Add contact** Creates a new contact (an individual person) under an existing Clientary client. - Action **Add contract** Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers. - Action **Add proposal** Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers. - Action **Add retainer** Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices. - Action **Client** Creates a new client in Clientary with its name, address, tax id, website and description. - Action **Create Estimate** Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items. - Action **Create Invoice** Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items. - Action **Create Lead** Creates a new lead (a prospective client) in Clientary. - Action **Create Task** Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member. - Action **Expense** Creates a new expense in Clientary, optionally assigned to a client or project. - Action **Get client** Returns a single Clientary client by its ID, including its contact and address details. - Action **List comments** Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first. - Action **Update contract** Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first. ## Each app on its own - [ **Adyen** Payment infrastructure platform enabling enterprises to accept, settle, and move funds globally with...](https://apiant.ai/connections/adyen) - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) Reviews ## What our customers say ## More from Adyen - [ **Adyen to Gravity Forms** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connect/adyen-to-gravity-forms) - [ **Adyen to BigML** BigML is a machine learning platform for building, evaluating, and running predictive models.](https://apiant.ai/connect/adyen-to-bigml) - [ **Adyen to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/adyen-to-erpnext) - [ **Adyen to Gift Up!** Gift Up! is a digital gift card system for your website or Facebook page.](https://apiant.ai/connect/adyen-to-gift-up) - [ **Adyen to Google Slides** Google Slides is a cloud-based presentation editor with real-time collaboration, template gallery, and...](https://apiant.ai/connect/adyen-to-google-slides) - [ **Adyen to The Muse** Job board and company profiles](https://apiant.ai/connect/adyen-to-the-muse) ## More into Clientary - [ **ActiveCampaign to Clientary** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clientary) - [ **Airtable to Clientary** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clientary) - [ **Asana to Clientary** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clientary) - [ **ClickUp to Clientary** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-clientary) - [ **Brevo to Clientary** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clientary) - [ **Calendly to Clientary** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clientary) Questions ## Adyen and Clientary, answered ### ### What can start an automation from Adyen? Any of Adyen's 2 triggers in the catalog, including New payment authorisation and New refund. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clientary when something happens in Adyen? Any of Clientary's 14 actions, including Create Estimate, Create Invoice, Create Lead and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clientary to Adyen? Yes. When something happens in Clientary, your agent can act in Adyen too. This page covers both directions: Clientary's triggers and Adyen's actions are listed here as well. ### ### Do I have to build a connector for Adyen or Clientary? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Adyen and Clientary without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.