Clientary Tools
一体化平台，用于管理客户、发票、项目、提案、报价、工时、付款、承包商和员工。赢得客户并节省时间的理想解决方案。
让 AI 智能体使用 Clientary Tools
Aident Loadout 让 Claude Code、Codex、Cursor 和其他受支持的智能体调用 Clientary Tools。可选择 57 个受支持的操作。 可在 Audit 中审核每次执行。
通过 Aident Vault 连接一次 Clientary Tools。智能体无需获取底层凭证即可使用受支持的操作。
分类
Productivity价格与支付
- 价格
- 在 Loadout 中免费。使用个人连接的账号时，服务提供商可能收费。
- 统一支付
- 暂不支持。需要时请连接服务提供商账号。
包含的操作
- 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 个操作