--- title: "Connect Clientary to Hospitable - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Create Task\" in Hospitable." canonical: "https://apiant.ai/connect/clientary-to-hospitable" --- # Connect Clientary to Hospitable When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Create Task** in [Hospitable](https://apiant.ai/connections/hospitable). Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Hospitable **65** 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 Hospitable 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 Hospitable - When **New Expense** in Clientary then **Create Task** in Hospitable - When **New Invoice** in Clientary then **Send a Message for an Inquiry** in Hospitable 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 Hospitable ## Triggers and actions 3 triggers Β· 79 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 **All Payouts** Returns Airbnb payouts. - Action **All Transactions** All Transactions in Hospitable. - Action **Cancel Manual Reservation** Cancel a manual reservation. Only manual reservations can be cancelled through this endpoint. - Action **Cancel Scheduled Message** Cancels a scheduled message so it will not be sent to the guest. The scheduled message record itself is preserved and can be restored with the restore-scheduled-message endpoint. - Action **Create Owner Statement Transaction** Creates an owner-statement expense or reimbursement transaction. - Action **Create Task** Creates a manual operations task on a property. Supports immediate internal teammate assignment via `teammate_uuid`. Marketplace assignment is not supported through this endpoint. - Action **Delete a Knowledge Hub item** Deletes a Knowledge Hub aggregate item from a property. - Action **Delete a Knowledge Hub topic** Deletes a Knowledge Hub topic and all of its aggregate items from a property. - Action **Delete Owner Statement Transaction** Deletes an owner-statement expense or reimbursement transaction. - Action **Delete Task** Deletes a manual operations task. Marketplace-backed tasks cannot be deleted through this endpoint. - Action **Get Agreement** Returns a single rental agreement with rendered **content**, structured **fields** (guest-submitted values), and a **pdf_url** for signed agreements. - Action **Get Agreements** Returns a paginated list of rental agreement **summaries** for the authenticated account, ordered by most recently created first. - Action **Get Alerts** Returns a paginated list of dashboard alerts for the authenticated team. Alerts are issues that need attention β€” for example a disconnected channel, low smart-lock battery, failed payment, or a detect - Action **Get an Enrichable Shortcode by Key** Returns the value that has been provided for the key. - Action **Get Business** Returns a single Owner Statements business by UUID. - Action **Get Businesses** Returns a paginated list of Owner Statements businesses for the active team. - Action **Get Channels** Returns the booking-platform channels connected to the account (Airbnb, VRBO, Booking.com, Agoda, iCal, manual, direct). Use the `user_id` field as the `host` filter on the get-custom-codes endpoint. - Action **Get Custom Codes** Returns the account's user-defined custom codes (`%%key%%`) used in guest messages. Filter by scoping fields to narrow. - Action **Get Inquiries** > πŸ“˜ **Available includes:** - Action **Get Inquiry by UUID** > πŸ“˜ **Available includes:** - Action **Get Opportunities** Returns a paginated list of dashboard opportunities for the authenticated team. Opportunities are suggestions that can improve listing performance β€” for example enabling property protection, optimizin - Action **Get Owner** Returns a single property owner by UUID, including `owner_portal_status` and `bank_account_status`. - Action **Get Owners** Returns a paginated list of property owners for the active team (Owner Statements), including `owner_portal_status` and `bank_account_status`. - Action **Get Owner Statement** Returns a single owner statement or invoice by UUID, including lean money totals by default (for example `total_reservation_income`, `taxes_to_manager`, `taxes_to_owner`, `total_due_to_owner`) plus `p - Action **Get Owner Statements** Returns a paginated list of owner statements and invoices for the active team. - Action **Get Owner Statement Transaction** Returns a single owner-statement expense transaction by UUID. - Action **Get Owner Statement Transactions** Returns a paginated list of owner-statement expense and reimbursement transactions. - Action **Get Properties** > πŸ“˜ **Available includes:** - Action **Get Property Availability Settings** Returns availability and booking rules for a property: advance notice, rolling availability window, maximum and minimum stay, check-in/check-out day restrictions, preparation time, instant book, and r - Action **Get Property by UUID** > πŸ“˜ **Available includes:** - Action **Get Property Calendar** Get Property Calendar in Hospitable. - Action **Get Property Devices** Returns the smart devices connected to a property: smart locks and thermostats. Filter by `device_type` to restrict to a single category. - Action **Get Property Images** Get Property Images in Hospitable. - Action **Get Property Knowledge Hub** Returns the Knowledge Hub for a property, including all sources, topics, and aggregate items. Aggregate items under each topic are the primary representation of knowledge for that property. - Action **Get Property Pricing** Returns pricing settings saved on a property: currency, base and weekend nightly rates, fees, guests included, maximum occupancy, and security deposit configuration. - Action **Get Property Reviews** Returns a paginated list of reviews that guests have left for a specific property. - Action **Get Property Taxes** Returns the tax rules configured for a property: type, calculation method, rate or amount, subjects, and per-channel activation and remittance flags. - Action **Get Reservation** > πŸ“˜ **Available includes**: - Action **Get Reservation Messages** > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs) - Action **Get Reservations** > πŸ“˜ **Available includes:** - Action **Get Short Codes** Returns the catalog of built-in shortcodes (`%key%`) that can be embedded in guest messages, including the events they apply to. Filter by a specific event to see the subset valid for that lifecycle s - Action **Get Task** Returns a single task by UUID. `start_date` and `end_date` are ISO-8601 datetimes in the property local timezone (identified by the `timezone` field). - Action **Get Tasks** Returns a paginated list of operations tasks for one or more properties, with optional filters for dates, task types, and statuses. - Action **Get Teammate** Returns a single teammate by UUID. - Action **Get Teammates** Returns a paginated list of internal teammates associated with the account. Use this to resolve a teammate UUID for the task create/update endpoints. - Action **Get Upsell Product** Returns a single upsell product by UUID, including the same catalog fields as the list endpoint plus `can_edit_pricing_type` and a resolved `payout_method` when available. - Action **Get User & Billing** Get User & Billing in Hospitable. - Action **List Enrichable Shortcodes** Returns the enrichable shortcodes scoped to the client along with the values that have been provided. - Action **List Guest Reviews** Returns host-of-guest review records on the account, including pending drafts you have not yet submitted, reviews you have already sent to the platform, and reviews that were cancelled. Use `status` t - Action **List Purchased Upsells** Returns a paginated list of purchased upsells for the authenticated account, ordered by most recently paid first (`paid_at` descending, then id). - Action **List Reservation Scheduled Messages** Returns the scheduled messages attached to a single reservation, including ones that have already been sent and ones that have been cancelled. Time fields are returned in the reservation's local timez - Action **List Upsell Products** Returns a paginated list of upsell products in the authenticated account catalog (early check-in, late checkout, custom fees, trip insurance, and similar offers you configure for guests). - Action **Lock Smart Lock** Sends a lock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape. - Action **Mark Owner Statement As Paid** Marks a published owner statement as paid. - Action **Mark Owner Statement As Unpaid** Marks a paid owner statement as unpaid (returns it to published). - Action **Publish Owner Statement** Starts an asynchronous publish for the owner statement. - Action **Respond to a Review** Respond to a review received for a reservation. - Action **Restore Scheduled Message** Restores a previously cancelled scheduled message so it will be sent at its existing `scheduled_for` time. - Action **Retrieve a Payout** Retrieve a Payout in Hospitable. - Action **Retrieve a Transaction** Retrieve a Transaction in Hospitable. - Action **Search Properties** This endpoint allows you to search up to **3 years** in the future and for a max period of **90 days**. - Action **Send a Message for an Inquiry** > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs) - Action **Set an Enrichable Shortcode** Set an Enrichable Shortcode in Hospitable. - Action **Unlock Smart Lock** Sends a unlock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape. - Action **Unpublish Owner Statement** Starts an asynchronous unpublish for the owner statement. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Hospitable** Hospitable is a vacation rental software that empowers you to run your business on autopilot.](https://apiant.ai/connections/hospitable) Reviews ## What our customers say ## More from Clientary - [ **Clientary to ViaCep** ViaCep is a Brazilian postal code (CEP) lookup service.](https://apiant.ai/connect/clientary-to-viacep) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) ## More into Hospitable - [ **HubSpot to Hospitable** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-hospitable) - [ **Salesforce to Hospitable** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-hospitable) - [ **Slack to Hospitable** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-hospitable) - [ **Google Sheets to Hospitable** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-hospitable) - [ **Gmail to Hospitable** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hospitable) - [ **Google Calendar to Hospitable** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hospitable) Questions ## Clientary and Hospitable, 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 Hospitable when something happens in Clientary? Any of Hospitable's 65 actions, including Create Owner Statement Transaction, Create Task, Send a Message for an Inquiry and All Payouts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hospitable to Clientary? Hospitable has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads Hospitable's API documentation and adds it. ### ### Do I have to build a connector for Clientary or Hospitable? 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 Hospitable 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.