57 available actions

What your AI agent can do in 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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get ContactTool to retrieve a single contact by its ID.
Get InvoiceTool to retrieve detailed information for a specific invoice by ID.
Create ContactTool to create a new contact within a specified client.
Create InvoiceTool to create a new invoice in Clientary.
Update ContactTool to update an existing contact in Clientary with partial or complete field modifications.
Update LeadTool to update an existing lead record in Clientary with partial or complete field modifications.

Browse all 57 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 30 actionsHide actions

Get ClientTool to fetch details for a specific client using its ID.
Get ContactTool to retrieve a single contact by its ID.
Get EstimateTool to retrieve details for a single estimate by ID.
Get ExpenseTool to retrieve details for a single expense record in Clientary.
Get Hour EntryTool to obtain details about a specific time entry in Clientary.
Get InvoiceTool to retrieve detailed information for a specific invoice by ID.
Get LeadTool to retrieve a single lead by its ID.
Get ProjectTool to retrieve a single project by its identifier.
Get StaffTool to retrieve a single staff member by their ID.
Get TaskTool to retrieve a specific task by its ID.
List Client ContactsTool to retrieve all contacts for a specific client with pagination support.
List Client EstimatesTool to retrieve all estimates for a specific client with pagination support (30 results per page).
List Client ExpensesTool to retrieve all expenses for a specific client within an optional date range.
List Client InvoicesTool to retrieve all invoices for a specific client with pagination support (30 results per page).
List Client Payment ProfilesTool to retrieve payment profiles for a specific client.
List Client ProjectsTool to retrieve all projects associated with a specific client with pagination support (10 results per page).
List ClientsTool to retrieve all clients with pagination support (10 results per page).
List EstimatesTool to retrieve all estimates with pagination support (30 results per page).
List ExpensesTool to retrieve expenses by date range (defaults to current fiscal year).
List LeadsTool to retrieve all leads with pagination support.
List PaymentsTool to retrieve all payments with pagination support (30 results per page).
List Project EstimatesTool to retrieve estimates scoped to a particular project with pagination support (30 results per page).
List Project ExpensesTool to retrieve all expenses for a specific project within an optional date range.
List Project HoursTool to retrieve all time tracking entries logged against a specific project.
List Project InvoicesTool to retrieve all invoices linked to a specific project with pagination support (30 results per page).
List ProjectsTool to retrieve all projects with pagination support (10 results per page).
List Project TasksTool to retrieve all tasks for a specific project.
List Recurring Schedule InvoicesTool to retrieve all invoices generated by a specific recurring schedule with pagination support (30 results per page).
List StaffTool to retrieve all staff members for an account.
List TasksTool to retrieve all tasks with pagination support (50 results per page).

Create & communicateCreate records or send supported messagesView 10 actionsHide actions

Create ClientTool to create a new client record in Clientary.
Create ContactTool to create a new contact within a specified client.
Create ExpenseTool to create a new expense record in Clientary to track expenditures within your account.
Create InvoiceTool to create a new invoice in Clientary.
Create LeadTool to create a new lead record in Clientary.
Create ProjectTool to create a new project in Clientary with name and rate.
Create Project HoursTool to create a new time entry for a specific project in Clientary.
Create Recurring ScheduleTool to create a new recurring schedule for automatic invoice generation in Clientary.
Create Task (v2)Tool to create a new task in Clientary using API v2.
Send Invoice MessageTool to send an invoice message to recipients via email.

Update & manageChange and manage existing recordsView 8 actionsHide actions

Update ClientTool to update an existing client record in Clientary with partial or complete field modifications.
Update ContactTool to update an existing contact in Clientary with partial or complete field modifications.
Update LeadTool to update an existing lead record in Clientary with partial or complete field modifications.
Update ExpenseTool to update an existing expense record in Clientary with partial or complete field modifications.
Update Hour EntryTool to modify an existing time entry in Clientary with partial or complete field updates.
Update InvoiceTool to update an existing invoice in Clientary with partial or complete field modifications.
Update ProjectTool to update an existing project in Clientary with partial or complete field modifications.
Update TaskTool to update an existing task in Clientary with partial or complete field modifications.

Remove & cancelRemove records or cancel supported workView 9 actionsHide actions

Delete ClientTool to remove a client and all associated projects, invoices, estimates, and contacts.
Delete ContactTool to permanently delete a contact and all associated comments.
Delete ExpenseTool to permanently remove an expense record from Clientary.
Delete ProjectTool to permanently delete a project and all associated resources including tasks, hours, expenses, invoices, and estimates.
Delete Hour EntryTool to permanently delete a time entry (hour) from Clientary.
Delete LeadTool to permanently delete a lead and all associated Estimates and Contacts.
Delete PaymentTool to remove an existing payment from an invoice.
Delete Payment ProfileTool to remove a specific payment profile from a client's account.
Delete Recurring ScheduleTool to remove a recurring schedule by its identifier.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Clientary

How does the agent connect to Clientary?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Clientary?

The page above lists the 57 actions currently available through the Clientary connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Clientary included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Clientary is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Clientary to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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