Clientary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool to create a new invoice in Clientary. Requires date, due_date, and currency_code. Optionally associate with a client using client_id.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool to permanently remove an expense record from Clientary. Use when you need to delete an expense entry. WARNING: Deletions are permanent and not reversible.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool to fetch details for a specific client using its ID. Use when you need to retrieve complete information about a client from Clientary.

Untrusted display-only summary

Tool to retrieve a single contact by its ID. Use when you need to fetch detailed information about a specific contact from Clientary.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool to retrieve a single lead by its ID. Use when you need to fetch detailed information about a specific lead from Clientary.

Untrusted display-only summary

Tool to retrieve a single project by its identifier. Use when you need to fetch detailed information about a specific project in Clientary.

Untrusted display-only summary

Tool to retrieve a single staff member by their ID. Use when you need to fetch detailed information about a specific staff member from Clientary.

Untrusted display-only summary

Tool to retrieve a specific task by its ID. Use when you need to fetch detailed information about a task from Clientary.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

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

Untrusted display-only summary