Built by Metorial, the integration platform for agentic AI.
Record a new expense in Clientary. Expenses can optionally be associated with a client and/or project for tracking and rebilling purposes.
Permanently delete a task.
Update an existing client's information in Clientary. You can modify any combination of fields including name, address, and contact details.
Retrieve a specific estimate by ID or list estimates with optional filtering by client or project.
Permanently delete an expense record.
Permanently delete a contact. This also removes associated comments.
Send an estimate via email to one or more recipients.
Retrieve a specific invoice by ID or list invoices with optional filtering by client or update date.
Update an existing task. Can modify title, description, assignment, completion status, and due date.
Create a new client record in Clientary. Clients represent companies, groups, or organizations that you do business with. Once created, you can associate contacts, invoices, projects, estimates, and expenses with them.
Apply a payment to an invoice. Provide an amount and optional note, or use a stored payment profile to automatically charge the full outstanding balance.
Update an existing project's settings, rate, budget, or description.
Permanently delete a client from Clientary. **Warning:** This also deletes all associated projects, invoices, estimates, and contacts.
Update an existing lead's information in Clientary.
Update an existing contact's information.
Permanently remove a payment from an invoice.
Create a new estimate (proposal/quote) in Clientary with line items and optional taxes. Can be scoped to a specific client.
Send an invoice via email to one or more recipients. Optionally attach a PDF copy and send a copy to yourself.
Retrieve a specific expense by ID or list expenses. Can be filtered by client, project, or date range. Defaults to current fiscal year.
Create a new invoice in Clientary with line items and optional taxes. You can optionally scope it to a specific client.
Create a new task in Clientary. Tasks can optionally be assigned to a project and/or staff member.
Retrieve a specific project by ID or list projects. By default returns only active/billable projects. Use `filter: "all"` to include closed projects.
Create a recurring invoice schedule that automatically generates invoices at specified intervals. Supports weekly, biweekly, semimonthly, monthly, quarterly, semiannually, annually, and more.
Retrieve a specific recurring schedule by ID or list all recurring schedules.
List all payments with pagination. Sorted by received date by default. Use `sort: "created_at"` to sort by creation date.
Update an existing estimate. Supports partial updates and line item management. To add items, omit `estimateItemId`. To update items, include their `estimateItemId`. To remove items, set `destroy` to true.
Permanently delete an estimate and all its line items.
Retrieve a specific task by ID or list tasks with optional project filtering.
Log a time entry against a project. The authenticated user is automatically attributed for the entry. Each entry tracks hours worked, rate, and billing status.
Create a new contact within a client organization. Contacts represent individual people associated with a client.
List contacts, optionally filtered by client. Returns paginated results.
Retrieve staff members in the Clientary account. Can list all staff or get a specific member by ID. Staff management (create/update/delete) is only available through the Clientary dashboard.
Permanently delete an invoice from Clientary.
Update an existing recurring schedule. Can modify interval, status, line items, and other settings. To manage items: omit `scheduleItemId` to add new, include it to update, set `destroy` to true to remove.
Permanently delete a project. **Warning:** This also deletes all associated tasks, logged hours, comments, and notes.
Retrieve a specific client's details by ID, or list clients with optional filtering by update date.
Permanently delete a recurring schedule. Previously generated invoices are not affected.
Permanently delete a time entry.
Update an existing expense's amount, date, description, or associations.
Permanently delete a lead. **Warning:** This also deletes all associated estimates and contacts.
Create a new lead (prospective client) in Clientary. Leads can contain estimates and contacts, and can later be converted to clients.
Retrieve a specific lead by ID or list all leads with pagination and sorting.
List time entries for a project, or retrieve a single time entry by ID. Can be filtered by billed/unbilled status.
Update an existing invoice. Supports partial updates to any invoice fields and line item management. To add new items, include items without an `invoiceItemId`. To update existing items, include their `invoiceItemId`. To remove items, set `destroy` to true on the item.
Create a new project in Clientary. Projects serve as containers for tasks, time entries, expenses, and invoices tied to a client.
Update an existing time entry's details including hours, title, rate, or date.