A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.
What your AI can do hereConnector snapshot 2026-08-23
Connect Clientary to ChatGPT or Claude with your own Clientary login or an API key, and your AI can run 57 of its actions. 30 of those only read and change nothing. 9 can delete or send something that cannot be undone, so those need a boundary you set before anyone runs them.
This describes what Clientary supports, which is one half of the picture. Where you
start depends on the task and on how much you have handed over before, and no page can
tell you that from a count.
BUILT-IN AI Not yet checked against the vendor documentation. Absence of a confirmation here is not evidence the app lacks AI.
No event triggers. Every win in this app is invoked: you or an agent asks, an action runs.
Capabilities
READPull records, messages, and content out on demand.
WRITECreate and update records from an instruction.