Clientary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

Tool to retrieve all leads with pagination support. Use when you need to fetch a list of leads from Clientary with optional sorting by name or date.

Untrusted display-only summary

Tool to retrieve all payments with pagination support (30 results per page). Use when you need to fetch a list of payments from Clientary with optional pagination and custom sorting.

Untrusted display-only summary

Tool to retrieve estimates scoped to a particular project with pagination support (30 results per page). Use when you need to fetch all estimates associated with a specific project.

Untrusted display-only summary

Tool to retrieve all expenses for a specific project within an optional date range. Use when you need to fetch expense records associated with a particular project from Clientary.

Untrusted display-only summary

Tool to retrieve all time tracking entries logged against a specific project. Use when you need to fetch hour entries for a particular project, optionally filtering by billed or unbilled status.

Untrusted display-only summary

Tool to retrieve all invoices linked to a specific project with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular project from Clientary.

Untrusted display-only summary

Tool to retrieve all projects with pagination support (10 results per page). Use when you need to fetch a list of projects from Clientary with optional filtering for closed projects.

Untrusted display-only summary

Tool to retrieve all tasks for a specific project. Use when you need to fetch a list of tasks associated with a particular project in Clientary.

Untrusted display-only summary

Tool to retrieve all invoices generated by a specific recurring schedule with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular recurring schedule from Clientary.

Untrusted display-only summary

Tool to retrieve all staff members for an account. Use when you need to fetch a complete list of staff members from Clientary.

Untrusted display-only summary

Tool to retrieve all tasks with pagination support (50 results per page). Use when you need to fetch a list of tasks from Clientary.

Untrusted display-only summary

Tool to send an invoice message to recipients via email. Use when you need to email an invoice to clients with customizable subject, message content, and options to send a copy to yourself or attach a PDF.

Untrusted display-only summary

Tool to update an existing client record in Clientary with partial or complete field modifications. Use when you need to modify client details such as name, address, description, or custom fields. All fields except ID are optional.

Untrusted display-only summary

Tool to update an existing contact in Clientary with partial or complete field modifications. Use when you need to modify contact details such as name, email, title, or phone numbers. Supports partial updates via the client_user wrapper object.

Untrusted display-only summary

Tool to update an existing lead record in Clientary with partial or complete field modifications. Use when you need to modify lead details such as name, address, website, description, or custom fields. All fields except ID are optional.

Untrusted display-only summary

Tool to update an existing expense record in Clientary with partial or complete field modifications. Use when you need to modify expense details such as amount, description, client assignment, project assignment, or incurred date. All fields except ID are optional.

Untrusted display-only summary

Tool to modify an existing time entry in Clientary with partial or complete field updates. Use when you need to update hours, title, date, description, rate, or billing status of a logged hour entry.

Untrusted display-only summary

Tool to update an existing invoice in Clientary with partial or complete field modifications. Use when you need to modify invoice details such as number, dates, currency, or line items. For invoice_items_attributes: include item ID to edit existing items, omit ID to create new items, or set destroy=true with ID to del…

Untrusted display-only summary

Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are optional - only provided fields will be updated.

Untrusted display-only summary

Tool to update an existing task in Clientary with partial or complete field modifications. Use when you need to modify task details such as title, description, completion status, assignee, or due date. All fields except ID are optional.

Untrusted display-only summary