Clientary MCP integration
Reads client invoices and payments, logs expenses and time against a project, emails an invoice, and captures leads mid-conversation.
42actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Send invoice message
Lyro sends invoice reminders or payment instructions to a customer through Clientary while resolving a billing question. Customers receive the exact document they need without manual forwarding delays.
Create task
Lyro logs follow-up tasks in Clientary—callbacks, delivery checks, or upsell reminders—directly from a support chat. Nothing slips through cracks because all next steps get captured in one system.
Get invoice
Lyro retrieves invoice details and payment history for a customer mid-conversation. Billing agents answer questions instantly and spot past-due amounts without searching a separate portal.
How businesses use Clientary + Lyro
Each card is one request a support team gets, and the Clientary actions Lyro runs to close it.
Settle a billing question from the client record
Lyro lists the invoices on a client account, opens the one in question down to its line items, and checks the payments recorded against it, so a chase or a dispute is answered with the real balance.
List Client InvoicesGet InvoiceList PaymentsKeep a project's time and costs accurate
Lyro opens a project with its billing rate, records the expenses that land against it, and corrects a time entry that was logged wrong, so the next invoice bills what actually happened.
Create ProjectCreate ExpenseUpdate Hour EntryTurn a lead into a client account
Lyro captures the lead with its company and contact details while the conversation is live, then creates the client record and adds the individual contacts under it once the work is agreed.
Create LeadCreate ClientCreate ContactGet the paperwork in front of the client
Lyro emails an invoice to its recipients with a subject and message written for the situation, and reads back the estimate it came from when someone asks what was agreed up front.
Send Invoice MessageGet EstimateList Project Estimates
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Clientary actions it has and picks the ones a request needs.
- 01
Connect Clientary
Authorize the Clientary account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
- 02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Clientary actions that close it and chains as many as the request needs.
- 03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Everything else about Clientary
Setup, permissions, and the limits of what Lyro can do inside Clientary.
It reads and sends them rather than drafting them. Get Invoice, List Client Invoices, and List Project Invoices cover retrieval, and Send Invoice Message emails an existing invoice to its recipients with a customizable subject and body. Drafting the invoice itself stays in Clientary.
Every action available in Clientary
All 42 actions your agent can call on Clientary, straight from the live MCP connection.
Create client
Create a new client record in Clientary.
Create contact
Create a new contact within a specified client.
Create expense
Create a new expense record in Clientary to track expenditures within your account.
Create lead
Create a new lead record in Clientary.
Create project
Create a new project in Clientary with name and rate.
Create task
Create a new task in Clientary.
Delete client
Remove a client and all associated projects, invoices, estimates, and contacts.
Delete lead
Permanently delete a lead and all associated Estimates and Contacts.
Delete payment
Remove an existing payment from an invoice.
Delete payment profile
Remove a specific payment profile from a client's account.
Delete recurring schedule
Remove a recurring schedule by its identifier.
Get client
Fetch details for a specific client using its ID.
Get contact
Retrieve a single contact by its ID.
Get estimate
Retrieve details for a single estimate by ID.
Get expense
Retrieve details for a single expense record in Clientary.
Get hour entry
Obtain details about a specific time entry in Clientary.
Get invoice
Retrieve detailed information for a specific invoice by ID.
Get lead
Retrieve a single lead by its ID.
Get project
Retrieve a single project by its identifier.
Get staff
Retrieve a single staff member by their ID.
Get task
Retrieve a specific task by its ID.
List client contacts
Retrieve all contacts for a specific client with pagination support.
List client expenses
Retrieve all expenses for a specific client within an optional date range.
List client invoices
Retrieve all invoices for a specific client with pagination support (30 results per page).
List client projects
Retrieve all projects associated with a specific client with pagination support (10 results per page).
List clients
Retrieve all clients with pagination support (10 results per page).
List expenses
Retrieve expenses by date range (defaults to current fiscal year).
List leads
Retrieve all leads with pagination support.
List payments
Retrieve all payments with pagination support (30 results per page).
List project estimates
Retrieve estimates scoped to a particular project with pagination support (30 results per page).
The tools Clientary sits next to
Same connection, same setup. Pick the next one your team already uses.
Dart
Opens tasks against your real dartboards and statuses, reports where work stands, re-orders or closes items, and writes outcomes up as docs.
Habitica
Creates and scores tasks, works through checklists, runs shared challenges across a party, and pushes Habitica events over webhooks.
Mem
Searches and reads notes, files new ones into the right collection, and hands whole articles or transcripts to Mem for processing.
Productboard
Files customer feedback as notes, links them to companies and features, tags and routes them, and maps features to objectives and releases.
Tave
Reports where a job and its balance stand, books shoots with their events and contacts, takes payments against orders, and shares galleries.
Wrike
Answers where a task stands and what blocks it, files requests as tasks with attachments, moves approvals along, and launches blueprints for repeat projects.
Ready to connect Clientary?
Authorize the account and your agent has all 42 actions from the first conversation.