Integration & MCP for Clientary
Integrate and automate your Clientary workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Clientary and make your data and tools truly work for you, not the other way around.
Commerce
Enhanced Invoicing Efficiency with Clientary MCP Integration
Integrating Clientary via MCP with Boost.space removes operational barriers by centralizing financial data and automating billing workflows, which enhances efficiency and client collaboration for small businesses. This empowers teams to streamline invoicing and manage cash flow more effectively, preparing the business for AI-readiness by establishing a robust data management foundation.
Supported MCP tools
Connect insights. Empower action. With MCP, Clientary becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Clientary MCP:
Watch new clients
Triggers when a new client has been created.
Watch new contacts
Triggers when a new contact has been created.
Watch new estimates
Triggers when a new estimate has been created.
Watch new expenses
Triggers when a new expense has been created.
Watch new invoices
Triggers when a new invoice has been created.
Watch new payments
Triggers when a new payment has been created.
Watch new projects
Triggers when a new project has been created.
Watch new staff
Triggers when a new staff member has been added.
Watch new tasks
Triggers when a new task has been created.
Update a contact
Updates a contact object.
Update a client
Updates a client object.
Get a contact
Retrieves a contact specified by ID.
Get a client
Retrieves a client specified by ID.
Delete a contact
Deletes a contact specified by ID.
Delete a client
Deletes a client specified by ID.
Create a contact
Creates a new contact.
Create a client
Creates a new client.
Update a task
Updates a task specified by ID.
Update an invoice
Updates an invoice specified by ID.
Update an expense
Updates an expense specified by ID.
Update an estimate
Updates an estimate specified by ID.
Get a task
Retrieves a task specified by ID.
Get an invoice
Retrieves an invoice details specified by ID.
Get an expense
Retrieves an expense specified by ID.
Get an estimate
Retrieves an estimate specified by ID.
Delete a task
Deletes a task specified by ID.
Delete an invoice
Deletes an invoice specified by ID.
Delete an expense
Deletes an expense specified by ID.
Delete an estimate
Deletes an estimate specified by ID.
Create a task
Creates a new task.
Create an invoice
Creates an invoice.
Create an expense
Creates a new expense.
Create an estimate
Creates an estimate.
Make an api call
Performs an arbitrary API call.
Search clients
Searches clients.
List contacts
Retrieves a list of contacts.
List estimates
Retrieves a list of estimates.
Search expenses
Searches expenses.
Search invoices
Searches invoices.
List projects
Retrieves a list of projects.
List tasks
Retrieves a list of tasks.
How to use MCP with Clientary
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
The integration of Clientary with Boost.space MCP offers several key benefits for businesses seeking to optimize their invoicing and client management processes. By connecting Clientary to Boost.space, businesses can centralize financial data from various applications into a single, coherent system, facilitating streamlined data management. This setup enables unique workflows such as automated billing processes, reducing manual efforts and the potential for errors, thereby enhancing overall efficiency. Additionally, Boost.space’s AI-powered capabilities can analyze client interactions and financial patterns, offering actionable insights to improve cash flow management and billing cycles. The integration supports automated actions like sending reminders for pending invoices or generating detailed financial reports, ensuring businesses maintain consistent and timely client communications. Through this comprehensive platform, companies experience a more cohesive financial overview, resulting in improved organizational coherence and client collaboration.
