Clientary

Delete payment

Tool to remove an existing payment from an invoice.

Delete payment profile

Tool to remove a specific payment profile from a client's account.

Delete recurring schedule

Tool to remove a recurring schedule by its identifier.

Get client

Tool to fetch details for a specific client using its ID.

Get contact

Tool to retrieve a single contact by its ID.

Get estimate

Tool to retrieve details for a single estimate by ID.

Get expense

Tool to retrieve details for a single expense record in Clientary.

Get hour

Tool to obtain details about a specific time entry in Clientary.

Get invoice

Tool to retrieve detailed information for a specific invoice by ID.

Get lead

Tool to retrieve a single lead by its ID.

Get project

Tool to retrieve a single project by its identifier.

Get staff

Tool to retrieve a single staff member by their ID.

Get task

Tool to retrieve a specific task by its ID.

List client contacts

Tool to retrieve all contacts for a specific client with pagination support.

List client expenses

Tool to retrieve all expenses for a specific client within an optional date range.

List client invoices

Tool to retrieve all invoices for a specific client with pagination support (30 results per page).

List client projects

Tool to retrieve all projects associated with a specific client with pagination support (10 results per page).

List clients

Tool to retrieve all clients with pagination support (10 results per page).

List expenses

Tool to retrieve expenses by date range (defaults to current fiscal year).

List leads

Tool to retrieve all leads with pagination support.

List payments

Tool to retrieve all payments with pagination support (30 results per page).

List project estimates

Tool to retrieve estimates scoped to a particular project with pagination support (30 results per page).

List project expenses

Tool to retrieve all expenses for a specific project within an optional date range.

List project hours

Tool to retrieve all time tracking entries logged against a specific project.

List project invoices

Tool to retrieve all invoices linked to a specific project with pagination support (30 results per page).

List projects

Tool to retrieve all projects with pagination support (10 results per page).

List staff

Tool to retrieve all staff members for an account.

List tasks

Tool to retrieve all tasks with pagination support (50 results per page).

Send invoice message

Tool to send an invoice message to recipients via email.

Update client

Tool to update an existing client record in Clientary with partial or complete field modifications.

Update expense

Tool to update an existing expense record in Clientary with partial or complete field modifications.

Update hour

Tool to modify an existing time entry in Clientary with partial or complete field updates.

Update project

Tool to update an existing project in Clientary with partial or complete field modifications.

Update task

Tool to update an existing task in Clientary with partial or complete field modifications.