Clientary

FinanceCredentials form

Run client work in Clientary: clients and contacts, invoices and payments, projects, logged hours and tasks.

16 actions

Action	Effect	Data handled
clientary_list_clientsLists active clients (or archived ones), 10 per page, optionally searched by name or number or changed since a date	read	Personal data
clientary_get_clientReturns one client with its number, address, website and description	read	Personal data
clientary_create_clientCreates a client	write	Personal data
clientary_list_contactsLists contacts (people at clients), optionally of one client or matching a search, up to 100 per page	read	Personal data
clientary_create_contactAdds a contact person to a client	write	Personal data
clientary_list_invoicesLists invoices, 30 per page, optionally of one client or project, by status, dated in a range, or matching a search	read	Personal data
clientary_get_invoiceReturns one invoice with its items, payments, balance, and shareable client view and PDF links	read	Personal data
clientary_create_invoiceCreates a draft invoice with line items, optionally for a client	write	Personal data
clientary_send_invoiceEmails an invoice to recipients, with an optional subject, message, PDF attachment and a copy to you	write	Personal data
clientary_record_paymentRecords a payment received against an invoice	write	Personal data
clientary_list_paymentsLists payments received, newest first, 30 per page, optionally received in a date range or changed since a date	read	Personal data
clientary_list_projectsLists active and billable projects (or another filter), optionally of one client or matching a name, with hours worked and unbilled	read	General
clientary_list_project_hoursLists the hours logged on a project, optionally only billed or unbilled ones	read	General
clientary_log_hoursLogs time on a project as your user	write	General
clientary_list_tasksLists tasks, optionally only open or done ones, or those assigned to one staff user	read	General
clientary_create_taskCreates a task, optionally on a project and assigned to a staff user	write	General

Sign-in

Method: Credentials form
Multiple accounts: Supported

Also included

Proxy for any Clientary endpoint
Available over MCP
Several accounts per customer

dexby.createSession({
  userId: customer.id,
  connectors: ['clientary']
})