--- title: "Clientary integrations and MCP server - APIANT.ai" description: "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." canonical: "https://apiant.ai/connections/clientary" --- # 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 key [clientary.com](https://clientary.com/) **3** triggers **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 to automate with Clientary? 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) Popular ## Clientary with the apps people pair it with most - [ **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) - [ **Clientary to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/clientary-to-google-drive) - [ **Clientary to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/clientary-to-mailchimp) Pair it ## Connect Clientary with another app - [ **Clientary to HubSpot**](https://apiant.ai/connect/clientary-to-hubspot) - [ **Clientary to Salesforce**](https://apiant.ai/connect/clientary-to-salesforce) - [ **Clientary to Slack**](https://apiant.ai/connect/clientary-to-slack) - [ **Clientary to Google Sheets**](https://apiant.ai/connect/clientary-to-google-sheets) - [ **Clientary to Gmail**](https://apiant.ai/connect/clientary-to-gmail) - [ **Clientary to Google Calendar**](https://apiant.ai/connect/clientary-to-google-calendar) - [ **Clientary to Google Drive**](https://apiant.ai/connect/clientary-to-google-drive) - [ **Clientary to Mailchimp**](https://apiant.ai/connect/clientary-to-mailchimp) - [ **Clientary to Stripe**](https://apiant.ai/connect/clientary-to-stripe) - [ **Clientary to Shopify**](https://apiant.ai/connect/clientary-to-shopify) - [ **Clientary to QuickBooks Online**](https://apiant.ai/connect/clientary-to-quickbooks-online) - [ **Clientary to Pipedrive**](https://apiant.ai/connect/clientary-to-pipedrive) - [ **ActiveCampaign to Clientary**](https://apiant.ai/connect/activecampaign-to-clientary) - [ **Clientary to Notion**](https://apiant.ai/connect/clientary-to-notion) - [ **Airtable to Clientary**](https://apiant.ai/connect/airtable-to-clientary) - [ **Clientary to Trello**](https://apiant.ai/connect/clientary-to-trello) - [ **Asana to Clientary**](https://apiant.ai/connect/asana-to-clientary) - [ **Clientary to JIRA**](https://apiant.ai/connect/clientary-to-jira) - [ **ClickUp to Clientary**](https://apiant.ai/connect/clickup-to-clientary) - [ **Clientary to Zoom**](https://apiant.ai/connect/clientary-to-zoom) - [ **Clientary to Discord**](https://apiant.ai/connect/clientary-to-discord) - [ **Clientary to Twilio**](https://apiant.ai/connect/clientary-to-twilio) - [ **Clientary to SendGrid**](https://apiant.ai/connect/clientary-to-sendgrid) - [ **Clientary to Outlook**](https://apiant.ai/connect/clientary-to-outlook) - [ **Clientary to Intercom**](https://apiant.ai/connect/clientary-to-intercom) - [ **Clientary to Freshdesk**](https://apiant.ai/connect/clientary-to-freshdesk) - [ **Clientary to Klaviyo**](https://apiant.ai/connect/clientary-to-klaviyo) - [ **Brevo to Clientary**](https://apiant.ai/connect/brevo-to-clientary) - [ **Clientary to Typeform**](https://apiant.ai/connect/clientary-to-typeform) - [ **Clientary to JotForm**](https://apiant.ai/connect/clientary-to-jotform) - [ **Calendly to Clientary**](https://apiant.ai/connect/calendly-to-clientary) - [ **Clientary to PandaDoc**](https://apiant.ai/connect/clientary-to-pandadoc) - [ **Clientary to Webflow**](https://apiant.ai/connect/clientary-to-webflow) - [ **Clientary to Wix**](https://apiant.ai/connect/clientary-to-wix) - [ **Clientary to LinkedIn**](https://apiant.ai/connect/clientary-to-linkedin) - [ **Clientary to Facebook**](https://apiant.ai/connect/clientary-to-facebook) - [ **Clientary to Instagram**](https://apiant.ai/connect/clientary-to-instagram) - [ **Clientary to OpenAI**](https://apiant.ai/connect/clientary-to-openai) - [ **Clientary to Anthropic**](https://apiant.ai/connect/clientary-to-anthropic) - [ **Clientary to OneDrive**](https://apiant.ai/connect/clientary-to-onedrive) - [ **Clientary to Google Docs**](https://apiant.ai/connect/clientary-to-google-docs) - [ **Clientary to Ontraport**](https://apiant.ai/connect/clientary-to-ontraport) - [ **Clientary to Freshworks CRM**](https://apiant.ai/connect/clientary-to-freshworks-crm) - [ **Clientary to GoHighLevel**](https://apiant.ai/connect/clientary-to-gohighlevel) - [ **Capsule CRM to Clientary**](https://apiant.ai/connect/capsule-crm-to-clientary) - [ **Clientary to Copper**](https://apiant.ai/connect/clientary-to-copper) - [ **Clientary to Streak**](https://apiant.ai/connect/clientary-to-streak) - [ **Clientary to NetHunt CRM**](https://apiant.ai/connect/clientary-to-nethunt-crm) - [ **Clientary to MINDBODY**](https://apiant.ai/connect/clientary-to-mindbody) - [ **Clientary to Supabase**](https://apiant.ai/connect/clientary-to-supabase) - [ **Clientary to PostgreSQL**](https://apiant.ai/connect/clientary-to-postgresql) - [ **Clientary to MySQL**](https://apiant.ai/connect/clientary-to-mysql) - [ **Clientary to Vercel**](https://apiant.ai/connect/clientary-to-vercel) - [ **Clientary to ElevenLabs**](https://apiant.ai/connect/clientary-to-elevenlabs) - [ **Clientary to PagerDuty**](https://apiant.ai/connect/clientary-to-pagerduty) - [ **Clientary to Pushover**](https://apiant.ai/connect/clientary-to-pushover) - [ **Clientary to Gravity Forms**](https://apiant.ai/connect/clientary-to-gravity-forms) - [ **Clientary to HubSpot Enterprise**](https://apiant.ai/connect/clientary-to-hubspot-enterprise) - [ **Clientary to Google Forms**](https://apiant.ai/connect/clientary-to-google-forms) - [ **Clientary to monday.com**](https://apiant.ai/connect/clientary-to-monday-com) 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. Reviews ## What our customers say 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.