---
title: "Connect Clientary and Pics.io - APIANT.ai"
description: "When \"New Expense\" fires in Clientary, your agent runs \"Add assets to collection\" in Pics.io."
canonical: "https://apiant.ai/connect/clientary-to-pics-io"
---

# Connect Clientary and Pics.io

When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add assets to collection** in [Pics.io](https://apiant.ai/connections/pics-io), or **Assets Added to Collection** in Pics.io 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 Pics.io **10** triggers Pics.io **11** 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 Pics.io 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 Pics.io can do together

### From Clientary to Pics.io

- When **New Expense** in Clientary then **Add assets to collection** in Pics.io
- When **New Invoice** in Clientary then **Add keyword** in Pics.io

### From Pics.io to Clientary

- When **Assets Added to Collection** in Pics.io then **Add contact** in Clientary
- When **Assets Color Changed** in Pics.io 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 Pics.io

## Triggers and actions 13 triggers · 25 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

**Assets Added to Collection**

Triggers when an asset is added to the selected Pics.io collection (including its nested collections).

- Trigger

**Assets Color Changed**

Triggers when the color label on an asset in your Pics.io library is set or changed.

- Trigger

**Assets Flag Changed**

Triggers when an asset's flag changes to flagged, unflagged or rejected in your Pics.io library.

- Trigger

**Assets Metadata Changed**

Triggers when an asset's metadata (title, description, keywords, custom fields and other details) is changed in Pics.io.

- Trigger

**Assets Moved to Collection**

Triggers when assets are moved into the chosen collection (or any collection inside it).

- Trigger

**Assets Raiting Changed**

Triggers when an asset's star rating is changed in your Pics.io library.

- Trigger

**Metadata Processing Completed**

Triggers when Pics.io finishes processing an asset's file metadata, including when metadata is reprocessed for an existing asset.

- Trigger

**New Asset**

Triggers when a new asset is added to your Pics.io library, optionally limited to a collection, inbox, lightboard, type or other filters.

- Trigger

**New Collection**

Triggers when a new collection is created directly inside the collection you choose (pick the root to watch top-level collections).

- Trigger

**New Comment**

Triggers when a new comment is added to an asset in your Pics.io library.

- Action

**Add assets to collection**

Adds one or more Pics.io assets to a collection, or moves them into it so they leave their other collections.

- Action

**Add keyword**

Creates a new keyword in the Pics.io keyword tree, optionally nested under a parent keyword.

- Action

**Create Collection**

Creates a new collection in Pics.io, optionally nested inside an existing parent collection.

- Action

**Delete collection**

Deletes a collection from your Pics.io library.

- Action

**Find assets**

Returns the assets in your Pics.io library that match a text search and optional filters such as collection, type, flag, rating, color or creation date.

- Action

**Find collections**

Returns the collections whose name or description contains the text you search for.

- Action

**Find keywords**

Returns the keywords in your Pics.io account whose name matches the search text.

- Action

**Get assets**

Returns the full details of one or more Pics.io assets by their IDs.

- Action

**List custom fields**

Returns every custom field defined in your Pics.io workspace, including each field's title, type, visibility and allowed options.

- Action

**Update asset**

Updates an existing Pics.io asset by ID — its file name, title, description, rating, flag and color label — and returns the updated asset. Fields left blank are not changed.

- Action

**Update custom field values on assets**

Sets the value of one custom field on one or more Pics.io assets at once.

## Each app on its own

- [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary)
- [ **Pics.io** Pics.io is a cloud service for digital assets management built on top of Google Drive.](https://apiant.ai/connections/pics-io)

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 Pics.io

- [ **HubSpot to Pics.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pics-io)
- [ **Google Sheets to Pics.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-pics-io)
- [ **Gmail to Pics.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pics-io)
- [ **Google Calendar to Pics.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pics-io)
- [ **Google Drive to Pics.io** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pics-io)
- [ **Mailchimp to Pics.io** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pics-io)

Questions

## Clientary and Pics.io, 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 Pics.io when something happens in Clientary?

Any of Pics.io's 11 actions, including Create Collection, Update asset, Update custom field values on assets and Add assets to collection. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Pics.io to Clientary?

Yes. When something happens in Pics.io, your agent can act in Clientary too. This page covers both directions: Pics.io's triggers and Clientary's actions are listed here as well.

###

### Do I have to build a connector for Clientary or Pics.io?

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 Pics.io 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.
