Clientary Tools
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.
Use Clientary Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Clientary Tools. Choose from 57 supported actions. Review each execution in Audit.
Connect Clientary Tools once through Aident Vault. Your agent can use the supported actions without receiving the underlying credential.
Category
ProductivityIncluded Actions
- Create Client
- Create Contact
- Create Expense
- Create Invoice
- Create Lead
- Create Project
- Create Project Hours
- Create Recurring Schedule
- Create Task2
- Delete Client
- Delete Clientary Contact
- Delete Clientary Expense
- Delete Clientary Project
- Delete Hour
- Delete Lead
- Delete Payment
- Delete Payment Profile
- Delete Recurring Schedule
- Get Client
- Get Contact
- Get Estimate
- Get Expense
- Get Hour
- Get Invoice
- Get Lead
- Get Project
- Get Staff
- Get Task
- List Client Contacts
- +28 actions