Clientary Tools
Clientary Delete Hour
Tool to permanently delete a time entry (hour) from Clientary. Use when you need to remove a logged hour entry by its unique identifier. Warning: Deletions are permanent and cannot be undone.FreeWrite action
Actions for AI agents
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Showing 8593-8616 of 33036 Actions, ordered by recent successful use.
- Clientary Tools
Clientary Delete Lead
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.FreeWrite action - Clientary Tools
Clientary Delete Payment
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.FreeWrite action - Clientary Tools
Clientary Delete Payment Profile
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.FreeWrite action - Clientary Tools
Clientary Delete Recurring Schedule
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.FreeWrite action - Clientary Tools
Clientary 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.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
Clientary 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.FreeWrite action - Clientary Tools
Clientary Get Hour
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.FreeWrite action - Clientary Tools
Clientary 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.FreeWrite action - Clientary Tools
Clientary 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.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
Clientary List Client Estimates
Tool to retrieve all estimates for a specific client with pagination support (30 results per page). Use when you need to fetch estimates associated with a particular client from Clientary.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
Clientary List Client Payment Profiles
Tool to retrieve payment profiles for a specific client. Payment profiles store credit card information securely via Stripe integration. Use when you need to fetch payment methods associated with a client account.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
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.FreeWrite action - Clientary Tools
Clientary List Estimates
Tool to retrieve all estimates with pagination support (30 results per page). Use when you need to fetch a list of estimates from Clientary, which serve as proposals or quotes to be sent to clients.FreeWrite action - Clientary Tools
Clientary 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.FreeWrite action