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
ProductivityPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Clientary Create ClientTool 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.
- Clientary Create ContactTool 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.
- Clientary Create ExpenseTool 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.
- Clientary Create InvoiceTool to create a new invoice in Clientary. Requires date, due_date, and currency_code. Optionally associate with a client using client_id.
- Clientary Create LeadTool 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.
- Clientary Create ProjectTool 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.
- Clientary Create Project HoursTool to create a new time entry for a specific project in Clientary. Use when you need to log hours worked on a project with a title and hours count.
- Clientary Create Recurring ScheduleTool to create a new recurring schedule for automatic invoice generation in Clientary. Use when you need to set up recurring invoices for a client at regular intervals (weekly, monthly, quarterly, etc.). Requires client_id, next_date, time_interval, currency_code, and due_period.
- Clientary Create Task2Tool to create a new task in Clientary using API v2. Use when you need to create a task with a title, optionally associating it with a project, client, or assignee.
- Clientary Delete ClientTool 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.
- Clientary Delete Clientary ContactTool to permanently delete a contact and all associated comments. Use when you need to remove a contact that is no longer needed. Warning: This action is irreversible.
- Clientary Delete Clientary ExpenseTool to permanently remove an expense record from Clientary. Use when you need to delete an expense entry. WARNING: Deletions are permanent and not reversible.
- Clientary Delete Clientary ProjectTool to permanently delete a project and all associated resources including tasks, hours, expenses, invoices, and estimates. Use when you need to remove a project from Clientary. WARNING: Deletions are permanent and not reversible.
- Clientary Delete HourTool 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.
- Clientary Delete LeadTool 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.
- Clientary Delete PaymentTool 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.
- Clientary Delete Payment ProfileTool 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.
- Clientary Delete Recurring ScheduleTool 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.
- Clientary Get ClientTool to fetch details for a specific client using its ID. Use when you need to retrieve complete information about a client from Clientary.
- Clientary Get ContactTool to retrieve a single contact by its ID. Use when you need to fetch detailed information about a specific contact from Clientary.
- Clientary Get EstimateTool 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.
- Clientary Get ExpenseTool 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.
- Clientary Get HourTool 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.
- Clientary Get InvoiceTool 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.
- Clientary Get LeadTool to retrieve a single lead by its ID. Use when you need to fetch detailed information about a specific lead from Clientary.
- Clientary Get ProjectTool to retrieve a single project by its identifier. Use when you need to fetch detailed information about a specific project in Clientary.
- Clientary Get StaffTool to retrieve a single staff member by their ID. Use when you need to fetch detailed information about a specific staff member from Clientary.
- Clientary Get TaskTool to retrieve a specific task by its ID. Use when you need to fetch detailed information about a task from Clientary.
- Clientary List Client ContactsTool 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.
- +28 Actions
Provider sources
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