App

Clientary integrations

Connect Clientary to any other app, or use it from your AI client over MCP. Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.

Connects with an API keyclientary.com
3 triggers13 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Clientary?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)
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)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
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)
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)

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What your agent can do with Clientary

Triggers and actions 3 triggers · 13 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 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.

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Questions

Clientary, answered

Is there a Clientary MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Clientary. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Clientary actions on demand, or have APIANT build, test and run automations that use Clientary. Nothing to install.

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 Clientary?

Any of Clientary's 13 actions, including Create Invoice, Create Lead, Create Task and Update contract. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Clientary directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Clientary two ways. Ask it to do something in Clientary 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Clientary API?

No. APIANT connects to the Clientary API for you, with your Clientary API key. Describe what you want in plain language and your agent builds it on the Clientary triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Clientary API documentation and adds it.

Which apps can Clientary connect to?

Any app in the catalog; the list on this page pairs Clientary with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.