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
Connect Clientary once, 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.com provides the conversations, permissions, connections, skills, and automations.
Productivity & Project Management
What the Clientary connector can do
Clientary runs client, project, and invoicing workflows for service businesses, covering proposals, estimates, hours, and payments in one account. A type.com Space can ask Claude to add a new client or lead, log an expense against a project, or create an invoice once a client's details are already on file.
One connection, many Spaces
Connect Clientary once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Clientary in type.com
Add a new client and contact together
Create a client record with company details, then add a contact so the account is ready for its first invoice or proposal.
Create a Clientary client for Harbor Studios and add their main contact's name and email.
Log an expense against a project
Record an expenditure with an amount and optional client or project assignment to keep project costs accurate.
Create a Clientary expense for $340 in software costs, assigned to the Harbor Studios project.
Turn a scoped deal into an invoice
Create an invoice with the date, due date, and currency once a client's work is ready to be billed.
Create a Clientary invoice for Harbor Studios due in 30 days, in USD.
Representative actions
- Create Client
Adds a new client record with company details and contact information.
- Create Contact
Adds a contact within a specified client account, with name and email required.
- Create Expense
Records an expense with an amount, optionally assigned to a client or project.
- Create Invoice
Creates an invoice with a date, due date, and currency code, optionally tied to a client.
- Create Lead
Adds a new lead record 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.com 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 manage Clientary clients and invoices from type.com?
Yes. With a Clientary connection shared to your Space, Claude can create clients, contacts, expenses, invoices, and leads directly in a thread.
How does type.com authenticate with Clientary?
Clientary uses an API key you add once to the connection, managed by an admin who controls which Spaces can use it.
Can invoicing tasks run on a recurring schedule?
Yes. Set up a type.com automation to create a recurring invoice for a retainer client on a monthly basis.
Is this the same as an MCP server for Clientary?
Not exactly. type.com 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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GristConnect Grist to Claude in type.com to add records, create documents and tables, and set up webhooks from a shared thread.
Connect Habitica to Claude in type.com to create challenges, tag tasks, and clone existing challenges from a shared productivity thread.