Clientary
A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.
Verdict
Common use cases
- Log billable expenses from Slack threads
- Create client records during discovery calls
- Spin up projects with rate cards instantly
- Convert leads to clients after close
- Assign tasks to teammates from standup notes
Integration
- Vendor
- Clientary
- Category
- productivity
- Auth
- API_KEY
- Tools
- 42
- Composio slug
clientary
Tools
- Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
- Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
- Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
- Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
- Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
- Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
- Delete Clientdestructive
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
- Delete Leaddestructive
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
- Delete Paymentdestructive
Tool to remove an existing payment from an invoice. Use when you need to permanently delete a payment record. WARNING: Deletions are permanent and not reversible.
- Delete Payment Profiledestructive
Tool to remove a specific payment profile from a client's account. Use when you need to delete a payment profile. Note: Client must have an active payment integration with Stripe to manage payment profiles.
- Delete Recurring Scheduledestructive
Tool to remove a recurring schedule by its identifier. Use when you need to permanently delete a recurring schedule from Clientary. Once deleted, the recurring schedule will no longer generate periodic invoices.
- Get Client
Tool to fetch details for a specific client using its ID. Use when you need to retrieve complete information about a client from Clientary.
- Get Contact
Tool to retrieve a single contact by its ID. Use when you need to fetch detailed information about a specific contact from Clientary.
- Get Estimate
Tool to retrieve details for a single estimate by ID. Use when you need to obtain comprehensive estimate information including line items, tax details, and financial data.
- Get Expense
Tool to retrieve details for a single expense record in Clientary. Use when you need to get specific information about an expense by its unique identifier.
- Get Hour Entry
Tool to obtain details about a specific time entry in Clientary. Use when you need to retrieve information about a logged hour entry by its unique identifier.
- Get Invoice
Tool to retrieve detailed information for a specific invoice by ID. Use when you need to fetch invoice details including line items, payments, tax information, and current status.
- Get Lead
Tool to retrieve a single lead by its ID. Use when you need to fetch detailed information about a specific lead from Clientary.
- Get Project
Tool to retrieve a single project by its identifier. Use when you need to fetch detailed information about a specific project in Clientary.
- Get Staff
Tool to retrieve a single staff member by their ID. Use when you need to fetch detailed information about a specific staff member from Clientary.
- Get Task
Tool to retrieve a specific task by its ID. Use when you need to fetch detailed information about a task from Clientary.
- List Client Contacts
Tool to retrieve all contacts for a specific client with pagination support. Use when you need to fetch the list of contacts associated with a particular client in Clientary.
- List Client Expenses
Tool to retrieve all expenses for a specific client within an optional date range. Use when you need to fetch expense records associated with a particular client from Clientary.
- List Client Invoices
Tool to retrieve all invoices for a specific client with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular client from Clientary.
- List Client Projects
Tool to retrieve all projects associated with a specific client with pagination support (10 results per page). Use when you need to fetch projects for a particular client from Clientary.
- List Clients
Tool to retrieve all clients with pagination support (10 results per page). Use when you need to fetch a list of clients from Clientary with optional filtering by modification date or custom sorting.
- List Expenses
Tool to retrieve expenses by date range (defaults to current fiscal year). Use when you need to fetch a list of expenses from Clientary with optional filtering by start and end dates.
- List Leads
Tool to retrieve all leads with pagination support. Use when you need to fetch a list of leads from Clientary with optional sorting by name or date.
- List Payments
Tool to retrieve all payments with pagination support (30 results per page). Use when you need to fetch a list of payments from Clientary with optional pagination and custom sorting.
- List Project Estimates
Tool to retrieve estimates scoped to a particular project with pagination support (30 results per page). Use when you need to fetch all estimates associated with a specific project.
- List Project Expenses
Tool to retrieve all expenses for a specific project within an optional date range. Use when you need to fetch expense records associated with a particular project from Clientary.
- List Project Hours
Tool to retrieve all time tracking entries logged against a specific project. Use when you need to fetch hour entries for a particular project, optionally filtering by billed or unbilled status.
- List Project Invoices
Tool to retrieve all invoices linked to a specific project with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular project from Clientary.
- List Projects
Tool to retrieve all projects with pagination support (10 results per page). Use when you need to fetch a list of projects from Clientary with optional filtering for closed projects.
- List Staff
Tool to retrieve all staff members for an account. Use when you need to fetch a complete list of staff members from Clientary.
- List Tasks
Tool to retrieve all tasks with pagination support (50 results per page). Use when you need to fetch a list of tasks from Clientary.
- Send Invoice Message
Tool to send an invoice message to recipients via email. Use when you need to email an invoice to clients with customizable subject, message content, and options to send a copy to yourself or attach a PDF.
- Update Client
Tool to update an existing client record in Clientary with partial or complete field modifications. Use when you need to modify client details such as name, address, description, or custom fields. All fields except ID are optional.
- Update Expense
Tool to update an existing expense record in Clientary with partial or complete field modifications. Use when you need to modify expense details such as amount, description, client assignment, project assignment, or incurred date. All field
- Update Hour Entry
Tool to modify an existing time entry in Clientary with partial or complete field updates. Use when you need to update hours, title, date, description, rate, or billing status of a logged hour entry.
- Update Project
Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are
- Update Task
Tool to update an existing task in Clientary with partial or complete field modifications. Use when you need to modify task details such as title, description, completion status, assignee, or due date. All fields except ID are optional.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Search for Clientary in the MCP directory and click Connect. 3. You'll be prompted to enter your Clientary API key — find this by logging into Clientary, going to Settings > API, and generating a new key if you don't have one. 4. Paste the key into Switchy and click Authorize. 5. Return to any Space and type '@Clientary list clients' to confirm the connection works. 6. If you see your client list, you're live — the AI can now create projects, log expenses, manage contacts, and more whenever you @mention Clientary in a message.
What teammates see: by default, memories from Clientary are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Onboard New Client
@Clientary create a client named Acme Corp with contact Jane Doe (jane@acme.co), then set up a project called 'Q1 Retainer' at $150/hour.Open in a Space →
Log Team Expenses
@Clientary log these expenses to the Acme Q1 Retainer project: $45 for domain renewal, $120 for stock photos, $80 for lunch meeting.Open in a Space →
Convert Lead to Client
@Clientary find the lead for Beta Industries, create a client with the same details, then delete the lead.Open in a Space →
Assign Sprint Tasks
@Clientary create tasks for the Acme project: 'Design homepage' assigned to Sarah, 'Set up hosting' assigned to Mike, 'Write copy' assigned to me.Open in a Space →
Audit Client Spend
@Clientary list all expenses for Acme Corp this month and calculate the total spend.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Clientary show me all active projects for our top 3 clients by revenue this quarter, with their current task counts
Based on your Clientary account, here are the top 3 clients by Q1 revenue: Acme Corp ($47,200 - 2 active projects: Website Redesign with 8 open tasks, Mobile App with 12 open tasks), TechStart Inc ($31,500 - 1 active project: API Integration with 5 open tasks), and BlueSky Ventures ($28,900 - 3 active projects: Brand Refresh with 3 open tasks, Content Strategy with 7 open tasks, SEO Audit with 2 open tasks). This illustrative example shows how the MCP would aggregate client, project, and task data across multiple records.
This read-heavy example demonstrates Clientary's ability to surface cross-entity relationships (clients → projects → tasks). Requires API key with read access to clients, projects, and tasks. Response time depends on account size; accounts with 100+ active projects may see slower queries.
@Clientary create a new project called 'Q2 Marketing Campaign' for BlueSky Ventures with a rate of $150/hour and assign it to Sarah Chen
I've created the project 'Q2 Marketing Campaign' in your Clientary account under BlueSky Ventures with an hourly rate of $150. The project ID is PRJ-8842 and has been assigned to Sarah Chen (sarah.chen@example.com). You can now start logging time entries and expenses against this project. This example illustrates the typical confirmation response after a successful project creation action.
This write example shows Clientary's project setup workflow. The MCP will create the project record but won't automatically notify the assignee — you'll need to handle team communication separately. Requires API key with write permissions for projects. Project creation is immediate but may take 10-15 seconds to appear in the Clientary web UI due to cache refresh.
@Clientary review all expenses logged this month without client assignments and suggest which clients they should be billed to based on project descriptions
I found 7 unassigned expenses totaling $3,847 in March. Based on project context: $890 in AWS hosting costs likely belongs to TechStart Inc's API Integration project (they're your only client using cloud infrastructure); $450 in stock photography matches the asset types used in BlueSky Ventures' Brand Refresh; $1,200 in contractor fees for copywriting aligns with Acme Corp's Content Strategy timeline. The remaining $1,307 in software licenses spans multiple clients and may need manual review. This example shows how the AI can reason over expense and project data together.
This synthesis example pairs Clientary's expense data with the AI's pattern-matching to surface billing opportunities. The AI's suggestions are interpretive — always verify client assignments before updating records or generating invoices. Requires read access to expenses, projects, and clients. Unassigned expenses are a common workflow gap that this MCP helps surface.
Use-case deep-dives
When Clientary MCP replaces manual client onboarding for solo consultants
A freelance designer or developer working with 8-12 active clients at once can use this MCP to script their entire intake flow—create the client record, add the primary contact, spin up a project with the agreed hourly rate, and log the initial consultation as an expense. The 42 tools cover the full CRUD cycle, so you can also archive old clients or delete test leads without opening the Clientary web app. This works best if you're already using Clientary as your system of record and you want AI to handle the repetitive data entry during onboarding calls. If you're evaluating multiple CRMs or your client count is under five, the setup overhead probably isn't worth it. For established freelancers who bill 15+ clients a year, this MCP turns a 10-minute admin task into a 30-second voice command.
How small agencies use this MCP to standardize new project setup
A 6-person creative agency closing 2-3 new projects a month can use the Clientary MCP to enforce a consistent kickoff checklist—create the project, assign the first batch of tasks to the account manager and lead designer, log the signed contract as an expense line item, and confirm the client contact is in the system. The MCP's task and project creation tools let you template the setup in a shared AI workspace, so any team member can run the script when a deal closes. The trade-off: Clientary's task model is lightweight compared to dedicated project management tools, so if your agency runs complex multi-phase builds with dependencies, you'll still need Asana or Linear for execution. This MCP shines when you want one source of truth for billing and client records, and you're okay with tasks being simple to-dos rather than full workflow objects.
When this MCP is the right call for sales pipeline hygiene
A B2B service firm with a 2-person sales team tracking 40-60 inbound leads a quarter can use the Clientary MCP to automate lead triage—create new lead records from form submissions, bulk-delete unresponsive leads after 90 days, and promote qualified leads to full client status with a single command. The delete operations are permanent and irreversible, which is a feature here: you want a clean pipeline without accidental resurrections of dead deals. This works if your lead volume is high enough that manual cleanup takes an hour a week, but not so high that you need a dedicated CRM with scoring and nurture workflows. If you're closing fewer than 10 deals a year, the manual Clientary UI is faster. Above that threshold, this MCP pays for itself by keeping your lead list actionable and your team focused on live opportunities.
Frequently asked
What does the Clientary MCP let me do in Switchy?
It connects your Clientary account so AI can create clients, leads, projects, tasks, expenses, and contacts on your behalf. You can ask the AI to set up a new project with a specific rate, log an expense against a client, or add a contact to an existing account — all without leaving Switchy. The MCP surfaces 42 tools covering most of Clientary's core workflows.
Do I need admin access to connect Clientary?
You need an API key from your Clientary account, which typically requires admin or owner permissions to generate. Once you paste the key into Switchy, the MCP authenticates directly with Clientary's API. If your team restricts API key creation, ask your account owner to generate one and share it securely.
Can the MCP delete clients or leads permanently?
Yes. The MCP includes Delete Client and Delete Lead tools that remove records and all associated data — projects, invoices, estimates, contacts — with no undo. Clientary's API makes these deletions irreversible. If you're worried about accidental deletions, restrict which team members can connect the MCP or use Switchy's approval workflows before destructive actions run.
How is this different from using Clientary's web app directly?
The MCP lets AI create and manage Clientary records in natural language, so you can say "add this client and start a project at $150/hour" instead of clicking through forms. It's faster for batch operations — like importing a list of leads — but you still need the Clientary web app for invoicing, time tracking, and reporting features the MCP doesn't expose.
Who on my team should connect the Clientary MCP?
Whoever manages client onboarding, project setup, or lead tracking. Since the API key grants full access to create and delete records, limit it to people who already have admin rights in Clientary. If multiple people need it, generate separate API keys per user so you can revoke access individually if someone leaves the team.