Use Clientary from Claude Code
Bring Clientary context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationClientary
Clientary integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Clientary never means pasting credentials into a prompt.
Automate Clientary with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Productivity & Project Management
What the Clientary integration exposes
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 teammates
Connect Clientary once, then decide which teammates can use it for threads, automations, skills, 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 Code use Clientary?
Yes. Type lets an AI teammate use connected Clientary actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Clientary through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Clientary catalog entry includes public integration details and example capabilities where available.
Is this the same as a Clientary MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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