# Clientary AI integration on Definable

> A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff.

## What this connects

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.

Vendor: https://www.clientary.com/

## Tools available

**57** tools available. First 12:

- `CLIENTARY_CREATE_CLIENT` — Create Client — 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.
- `CLIENTARY_CREATE_CONTACT` — Create Contact — 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.
- `CLIENTARY_CREATE_EXPENSE` — Create Expense — 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.
- `CLIENTARY_CREATE_INVOICE` — Create Invoice — Tool to create a new invoice in Clientary. Requires date, due_date, and currency_code. Optionally associate with a client using client_id.
- `CLIENTARY_CREATE_LEAD` — Create Lead — 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.
- `CLIENTARY_CREATE_PROJECT` — Create Project — 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.
- `CLIENTARY_CREATE_PROJECT_HOURS` — Create Project Hours — 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.
- `CLIENTARY_CREATE_RECURRING_SCHEDULE` — Create Recurring Schedule — 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.
- `CLIENTARY_CREATE_TASK2` — Create Task (v2) — 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.
- `CLIENTARY_DELETE_CLIENT` — Delete Client — 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.
- `CLIENTARY_DELETE_CLIENTARY_CONTACT` — Delete Contact — 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.
- `CLIENTARY_DELETE_CLIENTARY_EXPENSE` — Delete Expense — 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.

## Auth

Auth schemes: `API_KEY`.

## How agents use Clientary

Inside a Definable workflow, Clientary is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Clientary** — the Researcher (GPT-5.5) pulls context from Clientary (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Clientary** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Clientary (create record, post message, draft email).
- **Designer / Engineer → Distributor → Clientary** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Clientary (attach file, open PR comment, post status).

The Verifier checks every Clientary call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- project management — https://definable.ai/apps/category/project-management/
- proposal & invoice management — https://definable.ai/apps/category/proposal-&-invoice-management/

## Related

- HTML page: https://definable.ai/apps/clientary/
- Same category (project management): https://definable.ai/apps/category/project-management/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt