Use Clientary from Claude
Add the Clientary connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorClientary
Clientary integration for Claude and Codex
Create a Clientary connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use Clientary from Codex
Add the Clientary connection to a Space that runs Codex, then use it from every channel in that Space.
Use Clientary from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Productivity & Project Management
What the Clientary connector can do
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.
One connection, many Spaces
Connect Clientary once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- 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.
Connection
API and auth details
Clientary provides an API for basic account-data access in its client, project, invoicing, and business management platform, including user-distinguished API requests, wrapper library opportunities, account reporting, and integration patterns governed by its published API documentation and API terms.
- Source
- Type catalog metadata
- Auth schemes
- API key
- API docs
- https://www.clientary.com/api
- Official site
- https://www.clientary.com/
Source links
FAQ
Questions people ask before connecting Clientary
Can Claude use Clientary?
Yes. Add a Clientary connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Clientary through Type?
Yes. Add a Clientary connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Clientary MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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