# Clientary MCP - Tools, Setup and Examples | FlyMy.AI > Clientary MCP for Claude, Cursor and Codex. Docs and tasks, with 42 actions. Your API key. See setup, examples and pricing. Page: https://flymy.ai/mcp/clientary/ MCP / Docs and productivity # Clientary MCP: docs and tasks A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win... Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP. [Connect Clientary](https://flymy.ai/mcp/clientary/#connect) [What it can do](https://flymy.ai/mcp/clientary/#actions) Your own API key, 42 actions, Docs and productivity $ YOUR NEXT RUN Claude Code, Codex, Cursor, Any agent ## Use Clientary MCP in your assistant Paste this prompt into Claude Code, Codex, Cursor or any agent. It reads the guide and helps you connect. ``` Read https://flymy.ai/skill.md and https://flymy.ai/mcp/clientary.md. Help me connect Clientary MCP to this assistant. Then help me run this task: Use Clientary to create client. Ask me for the required inputs first and show the result. ``` [Open FlyMy.AI](https://app.flymy.ai/new-agent) [Download brief](https://flymy.ai/mcp/clientary.md) ## What Clientary MCP can do 42 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs. | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_CREATE_CLIENT) `CLIENTARY_CREATE_CLIENT` | Create a new client record in Clientary. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_CREATE_CONTACT) `CLIENTARY_CREATE_CONTACT` | Create a new contact within a specified client. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_CREATE_EXPENSE) `CLIENTARY_CREATE_EXPENSE` | Create a new expense record in Clientary to track expenditures within your account. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_CREATE_LEAD) `CLIENTARY_CREATE_LEAD` | Create a new lead record in Clientary. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_CREATE_PROJECT) `CLIENTARY_CREATE_PROJECT` | Create a new project in Clientary with name and rate. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_CREATE_TASK) `CLIENTARY_CREATE_TASK` | Create a new task in Clientary. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_DELETE_CLIENT) `CLIENTARY_DELETE_CLIENT` | Remove a client and all associated projects, invoices, estimates, and contacts. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_DELETE_LEAD) `CLIENTARY_DELETE_LEAD` | Permanently delete a lead and all associated Estimates and Contacts. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_DELETE_PAYMENT) `CLIENTARY_DELETE_PAYMENT` | Remove an existing payment from an invoice. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_DELETE_PAYMENT_PROFILE) `CLIENTARY_DELETE_PAYMENT_PROFILE` | Remove a specific payment profile from a client's account. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_DELETE_RECURRING_SCHEDULE) `CLIENTARY_DELETE_RECURRING_SCHEDULE` | Remove a recurring schedule by its identifier. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_CLIENT) `CLIENTARY_GET_CLIENT` | Fetch details for a specific client using its ID. | **Show all 42 actions** | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_CONTACT) `CLIENTARY_GET_CONTACT` | Retrieve a single contact by its ID. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_ESTIMATE) `CLIENTARY_GET_ESTIMATE` | Retrieve details for a single estimate by ID. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_EXPENSE) `CLIENTARY_GET_EXPENSE` | Retrieve details for a single expense record in Clientary. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_HOUR) `CLIENTARY_GET_HOUR` | Obtain details about a specific time entry in Clientary. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_INVOICE) `CLIENTARY_GET_INVOICE` | Retrieve detailed information for a specific invoice by ID. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_LEAD) `CLIENTARY_GET_LEAD` | Retrieve a single lead by its ID. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_PROJECT) `CLIENTARY_GET_PROJECT` | Retrieve a single project by its identifier. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_STAFF) `CLIENTARY_GET_STAFF` | Retrieve a single staff member by their ID. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_GET_TASK) `CLIENTARY_GET_TASK` | Retrieve a specific task by its ID. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_CLIENTS) `CLIENTARY_LIST_CLIENTS` | Retrieve all clients with pagination support (10 results per page). | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_CLIENT_CONTACTS) `CLIENTARY_LIST_CLIENT_CONTACTS` | Retrieve all contacts for a specific client with pagination support. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_CLIENT_EXPENSES) `CLIENTARY_LIST_CLIENT_EXPENSES` | Retrieve all expenses for a specific client within an optional date range. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_CLIENT_INVOICES) `CLIENTARY_LIST_CLIENT_INVOICES` | Retrieve all invoices for a specific client with pagination support (30 results per page). | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_CLIENT_PROJECTS) `CLIENTARY_LIST_CLIENT_PROJECTS` | Retrieve all projects associated with a specific client with pagination support (10 results per page). | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_EXPENSES) `CLIENTARY_LIST_EXPENSES` | Retrieve expenses by date range (defaults to current fiscal year). | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_LEADS) `CLIENTARY_LIST_LEADS` | Retrieve all leads with pagination support. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_PAYMENTS) `CLIENTARY_LIST_PAYMENTS` | Retrieve all payments with pagination support (30 results per page). | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_PROJECTS) `CLIENTARY_LIST_PROJECTS` | Retrieve all projects with pagination support (10 results per page). | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_PROJECT_ESTIMATES) `CLIENTARY_LIST_PROJECT_ESTIMATES` | Retrieve estimates scoped to a particular project with pagination support (30 results per page). | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_PROJECT_EXPENSES) `CLIENTARY_LIST_PROJECT_EXPENSES` | Retrieve all expenses for a specific project within an optional date range. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_PROJECT_HOURS) `CLIENTARY_LIST_PROJECT_HOURS` | Retrieve all time tracking entries logged against a specific project. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_PROJECT_INVOICES) `CLIENTARY_LIST_PROJECT_INVOICES` | Retrieve all invoices linked to a specific project with pagination support (30 results per page). | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_STAFF) `CLIENTARY_LIST_STAFF` | Retrieve all staff members for an account. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_LIST_TASKS) `CLIENTARY_LIST_TASKS` | Retrieve all tasks with pagination support (50 results per page). | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_SEND_INVOICE_MESSAGE) `CLIENTARY_SEND_INVOICE_MESSAGE` | Send an invoice message to recipients via email. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_UPDATE_CLIENT) `CLIENTARY_UPDATE_CLIENT` | Update an existing client record in Clientary with partial or complete field modifications. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_UPDATE_EXPENSE) `CLIENTARY_UPDATE_EXPENSE` | Update an existing expense record in Clientary with partial or complete field modifications. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_UPDATE_HOUR) `CLIENTARY_UPDATE_HOUR` | Modify an existing time entry in Clientary with partial or complete field updates. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_UPDATE_PROJECT) `CLIENTARY_UPDATE_PROJECT` | Update an existing project in Clientary with partial or complete field modifications. | | [#](https://flymy.ai/mcp/clientary/#method-CLIENTARY_UPDATE_TASK) `CLIENTARY_UPDATE_TASK` | Update an existing task in Clientary with partial or complete field modifications. | ## Ask your agent Requests to paste as they are. Each one runs on the actions named under it. **“Use Clientary to create client. Ask me for the required inputs first and show the result.”** uses `CLIENTARY_CREATE_CLIENT` **“Use Clientary to create contact. Ask me for the required inputs first and show the result.”** uses `CLIENTARY_CREATE_CONTACT` **“Use Clientary to create expense. Ask me for the required inputs first and show the result.”** uses `CLIENTARY_CREATE_EXPENSE` ## Connect Clientary in a minute One MCP for every integration. Add it once, then every MCP in the catalog is a request away. 1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy. 2. 02 ### Add your Clientary credentials Paste them into the Clientary [connection settings](https://app.flymy.ai/mcp-configs#clientary) once; they stay with FlyMy.AI, never in a prompt or a chat. - **Domain** - Your Clientary subdomain. If your URL is https://mygreatcompany.clientary.com, enter "mygreatcompany" [Get API key →](https://mygreatcompany.clientary.com) - **API Token** - Go to your user profile page in Clientary (upper right corner after logging in) and click "Generate API Token" [Open Clientary →](https://www.clientary.com/) 3. 03 ### Ask Paste a request from this page. Every run shows what it cost. Claude Code ``` claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp ``` Then run /mcp in Claude Code and sign in. Codex ``` codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp ``` Then run codex mcp login flymy to sign in. claude.ai and Claude Desktop ``` https://mcp-agents.flymy.ai/mcp ``` Settings, Connectors, Add custom connector: paste this URL. ## Pay per run FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own Clientary account, under its plan and limits. No seats and no minimum. [See usage pricing →](https://flymy.ai/pricing/) ## More Docs and productivity MCPs Docs, spreadsheets, tasks, projects, forms and files. ### Notion Notion pages/databases 21 actions / sign in Link: https://flymy.ai/mcp/notion/ ### Google Sheets Google Sheets is a cloud-based spreadsheet tool enabling real-time collaboration, data analysis, and integration with other Google Workspace apps 36 actions / sign in Link: https://flymy.ai/mcp/google-sheets/ ### Airtable Airtable bases on per-user OAuth: list bases and schema, read, create, update and delete records, comments, webhooks 9 actions / sign in Link: https://flymy.ai/mcp/airtable/ ### Google Drive Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices, with robust search and offline access 51 actions / sign in Link: https://flymy.ai/mcp/googledrive/ ### Api2Pdf Api2Pdf is a REST API that enables developers to generate PDFs from HTML, URLs, and various document formats using engines like wkhtmltopdf, Headless... 9 actions / your API key Link: https://flymy.ai/mcp/api2pdf/ ### Asana Asana work management: tasks, subtasks, projects, sections, portfolios, custom fields, comments and attachments on per-user OAuth 18 actions / sign in Link: https://flymy.ai/mcp/asana/ ## Go to the source [Clientary in the docs →](https://docs.flymy.ai/mcp/apps/clientary), [Clientary connection settings →](https://app.flymy.ai/mcp-configs#clientary), [Clientary website →](https://www.clientary.com/), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/) From the FlyMy.AI platform catalog of 2026-11-03: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs. --- For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.