--- title: "Connect Clientary to Lusha Connect - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Contact Lookalikes\" in Lusha Connect." canonical: "https://apiant.ai/connect/clientary-to-lusha-connect" --- # Connect Clientary to Lusha Connect When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Contact Lookalikes** in [Lusha Connect](https://apiant.ai/connections/lusha-connect). Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Lusha Connect **13** 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 Lusha Connect 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 Lusha Connect - When **New Expense** in Clientary then **Contact Lookalikes** in Lusha Connect - When **New Invoice** in Clientary then **Enrich Contacts** in Lusha Connect 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 Lusha Connect ## Triggers and actions 3 triggers · 27 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 **Company Lookalikes** Returns companies similar to a set of seed companies you supply by domain or LinkedIn URL, using Lusha's AI-powered recommendations. - Action **Contact Lookalikes** Returns contacts similar to a set of 5–100 seed contacts, using Lusha's AI-powered lookalike recommendations. Results are lightweight previews; enrich them to reveal emails and phone numbers. - Action **Enrich Companies** Returns full company profiles (firmographics, industry codes, locations, and optional employee breakdowns, competitors, intent and parent companies) for up to 100 Lusha company IDs found with Find companies. - Action **Enrich Contacts** Reveals emails and phone numbers for up to 100 Lusha contacts previously found with Search Contacts, returning their full profiles. - Action **Enrich Contacts by Lusha ID** Reveals emails and phone numbers for up to 100 contacts using the Lusha contact IDs returned by Search Contacts. - Action **Find companies** Looks up companies in Lusha by name, domain or Lusha company ID and returns a preview of each match, including what can be revealed with Enrich Companies. - Action **Find prospecting companies** Searches Lusha's company database by firmographic filters (size, revenue, industry, location, technologies, intent, signals) and returns matching company previews with their Lusha IDs. - Action **Find prospecting contacts** Searches Lusha's contact database for people matching your contact and company filters, returning lightweight previews with Lusha contact IDs you can pass to Enrich Contacts. - Action **Get account usage** Returns your Lusha account's credit balance, rate-limit standing, plan details and per-action credit pricing. - Action **Get Company Signals** Returns hiring, headcount, web traffic, IT spend, intent and news signal events for up to 100 Lusha companies. - Action **Search and Enrich Companies** Finds up to 100 companies by name, domain or Lusha ID and returns their full firmographic profiles in one call. - Action **Search and Enrich Contacts** Finds up to 100 contacts by email, LinkedIn URL, Lusha ID or name and company, and reveals their emails and phone numbers in one call. - Action **Search Contacts** Looks up up to 100 contacts by Lusha ID, LinkedIn URL, email, or name and company, and returns a preview of each match plus what can be revealed with Enrich Contacts. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Lusha Connect** Lusha Connect is a tool that Instantly enrich contacts & companies data, automate outreach, and streamline...](https://apiant.ai/connections/lusha-connect) 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 Lusha Connect - [ **HubSpot to Lusha Connect** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lusha-connect) - [ **Salesforce to Lusha Connect** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lusha-connect) - [ **Slack to Lusha Connect** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lusha-connect) - [ **Google Sheets to Lusha Connect** Google Sheets](https://apiant.ai/connect/google-sheets-to-lusha-connect) - [ **Gmail to Lusha Connect** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lusha-connect) - [ **Google Calendar to Lusha Connect** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lusha-connect) Questions ## Clientary and Lusha Connect, 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 Lusha Connect when something happens in Clientary? Any of Lusha Connect's 13 actions, including Company Lookalikes, Contact Lookalikes, Enrich Companies and Enrich Contacts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lusha Connect to Clientary? Lusha Connect has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads Lusha Connect's API documentation and adds it. ### ### Do I have to build a connector for Clientary or Lusha Connect? 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 Lusha Connect 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.