Clientary

57 tools available

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.

project management proposal & invoice management

Connect Clientary Visit Clientary ↗

Connect Clientary to Definable to turn discussions into tasks, roll up daily progress, reprioritise the roadmap on impact. Personas call Clientary's 57 tools directly from chat or scheduled flows. Pair with a delivery persona — the agent keeps the tracker in lock-step with what the team is actually doing.

Common workflows with Clientary

Slack → tasks

Listen for action-item phrasing
Agent creates a structured task
Assigns and dates it automatically

Daily standup digest

Pull yesterday's task changes
Summarise per assignee
Post to the team channel

Roadmap re-prio

Read open issues + recent customer feedback
Persona scores by impact
Suggests new ordering for review

Clientary actions 57

Every Clientary action below is a callable tool any Definable persona can invoke.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Delete Project

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.

Delete Hour Entry

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.

Delete Lead

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.

Delete Payment

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.

Delete Payment Profile

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.

Delete Recurring Schedule

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.

Get Client

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

Get Contact

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

Get Estimate

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.

Get Expense

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.

Get Hour Entry

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.

Get Invoice

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.

Get Lead

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

Get Project

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

Get Staff

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.

Get Task

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

List Client Contacts

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.

List Client Estimates

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.

List Client Expenses

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.

List Client Invoices

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.

List Client Payment Profiles

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.

List Client Projects

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.

List Clients

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.

List Estimates

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.

List Expenses

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.

List Leads

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.

List Payments

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.

List Project Estimates

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.

List Project Expenses

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.

List Project Hours

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.

List Project Invoices

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.

List Projects

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.

List Project Tasks

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.

List Recurring Schedule Invoices

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.

List Staff

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

List Tasks

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

Send Invoice Message

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.

Update Client

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.

Update Contact

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.

Update Lead

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.

Update Expense

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.

Update Hour Entry

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.

Update Invoice

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 delete items.

Update Project

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.

Update Task

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.

Frequently asked questions

What can I automate with Clientary on Definable?

Anything Clientary exposes through its API. Common project management workflows on Definable include turn discussions into tasks, roll up daily progress, reprioritise the roadmap on impact. Personas can call any of the 57 Clientary tools directly, then chain the result into another integration without you writing code.

How does Clientary authentication work?

Clientary uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Clientary integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 57 Clientary tools. You only need a separate Clientary subscription if Clientary itself charges per seat or per API call.

Is using Clientary through Definable secure?

Every call from a persona to Clientary is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Clientary on Definable?

Sign up for Definable, open the integrations page, find Clientary, and connect via OAuth or API key. You can immediately attach Clientary to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Clientary actions does Definable expose?

Definable exposes all 57 Clientary actions as callable tools — including `Create Client`, `Create Contact`, `Create Expense`, plus 54 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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