Can Metorial connect Clientary to AI agents?

Yes. Metorial connects AI agents to Clientary through a governed integration layer, so teams can use the provider while keeping access controlled and observable.

Does the Clientary integration work with MCP?

Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.

How does Metorial control access to Clientary?

Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.

Can teams trace Clientary activity from agents?

Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.

Connect Clientary to AI agents

create_expense

Create Expense

Record a new expense in Clientary. Expenses can optionally be associated with a client and/or project for tracking and rebilling purposes.

delete_task

Delete Task

Permanently delete a task.

update_client

Update Client

Update an existing client's information in Clientary. You can modify any combination of fields including name, address, and contact details.

get_estimates

Get Estimates

Retrieve a specific estimate by ID or list estimates with optional filtering by client or project.

delete_expense

Delete Expense

Permanently delete an expense record.

delete_contact

Delete Contact

Permanently delete a contact. This also removes associated comments.

send_estimate

Send Estimate

Send an estimate via email to one or more recipients.

get_invoices

Get Invoices

Retrieve a specific invoice by ID or list invoices with optional filtering by client or update date.

update_task

Update Task

Update an existing task. Can modify title, description, assignment, completion status, and due date.

create_client

Create Client

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.

create_payment

Create Payment

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_project

Update Project

Update an existing project's settings, rate, budget, or description.

delete_client

Delete Client

Permanently delete a client from Clientary. **Warning:** This also deletes all associated projects, invoices, estimates, and contacts.

update_lead

Update Lead

Update an existing lead's information in Clientary.

update_contact

Update Contact

Update an existing contact's information.

delete_payment

Delete Payment

Permanently remove a payment from an invoice.

create_estimate

Create Estimate

Create a new estimate (proposal/quote) in Clientary with line items and optional taxes. Can be scoped to a specific client.

send_invoice

Send Invoice

Send an invoice via email to one or more recipients. Optionally attach a PDF copy and send a copy to yourself.

get_expenses

Get Expenses

Retrieve a specific expense by ID or list expenses. Can be filtered by client, project, or date range. Defaults to current fiscal year.

create_invoice

Create Invoice

Create a new invoice in Clientary with line items and optional taxes. You can optionally scope it to a specific client.

create_task

Create Task

Create a new task in Clientary. Tasks can optionally be assigned to a project and/or staff member.

get_projects

Get Projects

Retrieve a specific project by ID or list projects. By default returns only active/billable projects. Use `filter: "all"` to include closed projects.

create_recurring_schedule

Create Recurring Schedule

Create a recurring invoice schedule that automatically generates invoices at specified intervals. Supports weekly, biweekly, semimonthly, monthly, quarterly, semiannually, annually, and more.

get_recurring_schedules

Get Recurring Schedules

Retrieve a specific recurring schedule by ID or list all recurring schedules.

list_payments

List Payments

List all payments with pagination. Sorted by received date by default. Use `sort: "created_at"` to sort by creation date.

update_estimate

Update Estimate

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.

delete_estimate

Delete Estimate

Permanently delete an estimate and all its line items.

get_tasks

Get Tasks

Retrieve a specific task by ID or list tasks with optional project filtering.

log_time

Log Time

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_contact

Create Contact

Create a new contact within a client organization. Contacts represent individual people associated with a client.

list_contacts

List Contacts

List contacts, optionally filtered by client. Returns paginated results.

list_staff

List Staff

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.

delete_invoice

Delete Invoice

Permanently delete an invoice from Clientary.

update_recurring_schedule

Update Recurring Schedule

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.

delete_project

Delete Project

Permanently delete a project. **Warning:** This also deletes all associated tasks, logged hours, comments, and notes.

get_client

Get Client

Retrieve a specific client's details by ID, or list clients with optional filtering by update date.

delete_recurring_schedule

Delete Recurring Schedule

Permanently delete a recurring schedule. Previously generated invoices are not affected.

delete_time_entry

Delete Time Entry

Permanently delete a time entry.

update_expense

Update Expense

Update an existing expense's amount, date, description, or associations.

delete_lead

Delete Lead

Permanently delete a lead. **Warning:** This also deletes all associated estimates and contacts.

create_lead

Create Lead

Create a new lead (prospective client) in Clientary. Leads can contain estimates and contacts, and can later be converted to clients.

get_leads

Get Leads

Retrieve a specific lead by ID or list all leads with pagination and sorting.

get_time_entries

Get Time Entries

List time entries for a project, or retrieve a single time entry by ID. Can be filtered by billed/unbilled status.

update_invoice

Update Invoice

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_project

Create Project

Create a new project in Clientary. Projects serve as containers for tasks, time entries, expenses, and invoices tied to a client.

update_time_entry

Update Time Entry

Update an existing time entry's details including hours, title, rate, or date.