--- title: "Connect Clientary and Luxury Presence - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add Agents to Office\" in Luxury Presence." canonical: "https://apiant.ai/connect/clientary-to-luxury-presence" --- # Connect Clientary and Luxury Presence When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add Agents to Office** in [Luxury Presence](https://apiant.ai/connections/luxury-presence), or **New Agent** in Luxury Presence to **Add contact** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Luxury Presence **3** triggers Luxury Presence **24** 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 Luxury Presence 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 and Luxury Presence can do together ### From Clientary to Luxury Presence - When **New Expense** in Clientary then **Add Agents to Office** in Luxury Presence - When **New Invoice** in Clientary then **Create Agent** in Luxury Presence ### From Luxury Presence to Clientary - When **New Agent** in Luxury Presence then **Add contact** in Clientary - When **New Office** in Luxury Presence then **Create Invoice** in Clientary 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 Luxury Presence ## Triggers and actions 6 triggers · 38 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. - Trigger **New Agent** Triggers when a new agent is added to your Luxury Presence account. - Trigger **New Office** Triggers when a new office is created in your Luxury Presence account. - Trigger **New Team** Triggers when a new team is created in your Luxury Presence account. - Action **Add Agents to Office** Adds one or more agents to an existing office. - Action **Create Agent** Creates a new agent profile on your Luxury Presence website and returns the created agent. - Action **Create Agents (Bulk)** Creates several agents on your Luxury Presence site in one call and returns the created agents. - Action **Create Office** Creates a new office on your Luxury Presence website and returns the created office. - Action **Create Offices (Bulk)** Creates several offices in Luxury Presence in one call and returns the new office records. - Action **Create Team** Creates a new team in Luxury Presence with its name, email, contact details, bio, address and SEO settings, and returns the created team. - Action **Create Teams (Bulk)** Creates several teams at once in your Luxury Presence account and returns the created teams. - Action **Delete Agent Social Link** Removes one social link (such as Facebook or Instagram) from an agent's profile. - Action **Delete Office** Deletes an office from your Luxury Presence account. - Action **Delete Offices (Bulk)** Deletes several offices at once by their ids. - Action **Delete Team** Deletes an existing team from your Luxury Presence account. - Action **Delete Teams (Bulk)** Deletes several teams at once by their IDs. - Action **Get Agent** Returns one agent's profile, including contact details, address, social links, tags and MLS authorizations. - Action **Get Media** Returns a media record (image or video) by its ID, including its format, dimensions, alt text and resized CDN URLs. - Action **Get Office** Returns a single office by its id, including its address, office hours, media and SEO details. - Action **Get Team** Returns a single team by its ID, including its name, contact details, bio, address and tags. - Action **List Agents** Returns the agents on your Luxury Presence site, optionally filtered by search text, tags, external source, external IDs or emails. - Action **List Offices** Returns the offices in your Luxury Presence account, optionally filtered by search text, external source or external IDs. - Action **List Teams** Returns the teams on your Luxury Presence account, optionally filtered by name, email or external ID. - Action **Remove Agents from Office** Removes one or more agents from an office in Luxury Presence. - Action **Remove Agents from Team** Removes one or more agents from a team in Luxury Presence. - Action **Update Agent** Updates an existing agent's profile, contact details, address, social links and office assignments. Only the fields you fill in are changed. - Action **Update Office** Updates an existing office's name, address, contact details, hours, descriptions and SEO settings. Only the fields you fill in are changed. - Action **Update Team** Updates an existing team's name, contact details, address, bio, SEO and website settings. 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) - [ **Luxury Presence** Luxury Presence is a software company designed for real estate agents.](https://apiant.ai/connections/luxury-presence) 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 Luxury Presence - [ **HubSpot to Luxury Presence** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-luxury-presence) - [ **Google Sheets to Luxury Presence** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-luxury-presence) - [ **Gmail to Luxury Presence** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-luxury-presence) - [ **Google Calendar to Luxury Presence** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-luxury-presence) - [ **Google Drive to Luxury Presence** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-luxury-presence) - [ **ActiveCampaign to Luxury Presence** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-luxury-presence) Questions ## Clientary and Luxury Presence, 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 Luxury Presence when something happens in Clientary? Any of Luxury Presence's 24 actions, including Create Agent, Create Agents (Bulk), Create Office and Create Offices (Bulk). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Luxury Presence to Clientary? Yes. When something happens in Luxury Presence, your agent can act in Clientary too. This page covers both directions: Luxury Presence's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Luxury Presence? 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 Luxury Presence 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.