--- title: "Connect Clientary to Frase - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add brief\" in Frase. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/clientary-to-frase" --- # Connect Clientary to Frase When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add brief** in [Frase](https://apiant.ai/connections/frase). Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Frase **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientary and Frase 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 Clientary can start in Frase - When **New Expense** in Clientary then **Add brief** in Frase - When **New Invoice** in Clientary then **Add topic cluster** in Frase 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 Clientary and Frase ## Triggers and actions 3 triggers · 30 actions - 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. - Action **Add brief** Creates a Frase content brief from a completed research session. The brief is created with a pending status and its outline is generated in the background; if a brief already exists for the research session, that brief is returned instead. - Action **Add topic cluster** Creates a topic cluster in Frase, either org-wide or scoped to one of your sites. - Action **Add tracked prompt** Add a new prompt for Frase to track for AI visibility across AI answer engines. - Action **Analyze SERP** Analyzes the Google search results for a keyword, returning organic results, the AI Overview and its sources, People Also Ask questions, and related searches. - Action **Delete content** Moves a content article to the trash in Frase (soft delete). Trashed content can be restored later. - Action **Generate content** Starts generating an article from an existing Frase brief. Generation runs in the background; the returned content id can be used to check its progress. - Action **Get audit** Retrieve a site audit's details and summary, optionally including the audited pages. - Action **Get brief** Retrieve a Frase brief by its ID, including its outline sections. - Action **Get content** Retrieve a specific Frase content article by its ID, including its body, metadata, and SEO/GEO/E-E-A-T scores. - Action **Get research** Retrieve a specific Frase research session by its ID, including its status, summary, findings, sources and type-specific research data. - Action **List sites** Lists the websites associated with your Frase organization. - Action **List topic clusters** Lists the organization's topic clusters, optionally limited to one site. - Action **Start audit** Start a new site audit on one of your Frase sites. - Action **Start research** Start AI-powered research on a topic in Frase. Research runs asynchronously; the returned research id can be used to check progress and read the results. - Action **Update brief** Update a Frase brief's metadata (topic, keywords, content type, intent, word count, tone, audience, guardrails) and/or replace its outline. - Action **Update content** Updates a Frase content article's title, body, status, SEO metadata, or target keywords. Fields left blank are not changed. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Frase** SEO content platform that researches, drafts, optimizes, and publishes articles and tracks AI search...](https://apiant.ai/connections/frase) Reviews ## What our customers say ## More from Clientary - [ **Clientary to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientary-to-hubspot) - [ **Clientary to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientary-to-salesforce) - [ **Clientary to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientary-to-slack) - [ **Clientary to Google Sheets** Google Sheets](https://apiant.ai/connect/clientary-to-google-sheets) - [ **Clientary to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientary-to-gmail) - [ **Clientary to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientary-to-google-calendar) ## More into Frase - [ **HubSpot to Frase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-frase) - [ **Salesforce to Frase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-frase) - [ **Slack to Frase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-frase) - [ **Google Sheets to Frase** Google Sheets](https://apiant.ai/connect/google-sheets-to-frase) - [ **Gmail to Frase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-frase) - [ **Google Calendar to Frase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-frase) Questions ## Clientary and Frase, answered ### ### What can start an automation from Clientary? Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Frase when something happens in Clientary? Any of Frase's 16 actions, including Update brief, Update content, Add brief and Add topic cluster. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Frase to Clientary? Frase has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads Frase's API documentation and adds it. ### ### Do I have to build a connector for Clientary or Frase? 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 Clientary and Frase 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.