# Clientary — Pipedream Connect

> 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.

- API slug: `clientary` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Business Management
- Website: https://www.clientary.com/
- This page (HTML): https://pipedream.com/apps/clientary
- Tools: 5 actions · 9 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: clientary`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "clientary",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Client:
const result = await mcp.callTool({
  name: "clientary-create-client",
  arguments: {
    name: "Client Name",
    number: "Number",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Clientary endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.example.com/v1/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "clientary-create-client",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    clientary: { authProvisionId: "apn_xxxxxxx" },
    name: "Client Name",
    number: "Number",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (5)

### `clientary-create-client` — Create Client (Write)

Creates a new client. See docs here

Full schema: https://pipedream.com/apps/clientary/actions/create-client.md

### `clientary-create-estimate` — Create Estimate (Write)

Creates a new estimate. See docs here

Full schema: https://pipedream.com/apps/clientary/actions/create-estimate.md

### `clientary-create-expense` — Create Expense (Write)

Creates a new expense. See docs here

Full schema: https://pipedream.com/apps/clientary/actions/create-expense.md

### `clientary-create-invoice` — Create Invoice (Write)

Creates a new invoice. See docs here

Full schema: https://pipedream.com/apps/clientary/actions/create-invoice.md

### `clientary-create-task` — Create Task (Write)

Creates a new task. See docs here

Full schema: https://pipedream.com/apps/clientary/actions/create-task.md

## Triggers (9)

### `clientary-new-client-created` — New Client Created (Polling)

Emit new events when a new client was created. See the docs

Full schema: https://pipedream.com/apps/clientary/triggers/new-client-created.md

### `clientary-new-contact-created` — New Contact Created (Polling)

Emit new events when a new contact was created. See the docs

Full schema: https://pipedream.com/apps/clientary/triggers/new-contact-created.md

### `clientary-new-estimate-created` — New Estimate Created (Polling)

Emit new events when a new estimate was created. See the docs

Full schema: https://pipedream.com/apps/clientary/triggers/new-estimate-created.md

### `clientary-new-expense-created` — New Expense Created (Polling)

Emit new events when a new expense was created. See the docs

Full schema: https://pipedream.com/apps/clientary/triggers/new-expense-created.md

### `clientary-new-invoice-created` — New Invoice Created (Polling)

Emit new events when a new invoice was created. See the docs

Full schema: https://pipedream.com/apps/clientary/triggers/new-invoice-created.md

### `clientary-new-payment-created` — New Payment Created (Polling)

Emit new events when a new payment was created. See the docs

Full schema: https://pipedream.com/apps/clientary/triggers/new-payment-created.md

### `clientary-new-project-created` — New Project Created (Polling)

Emit new events when a new project was created. See the docs

Full schema: https://pipedream.com/apps/clientary/triggers/new-project-created.md

### `clientary-new-staff-created` — New Staff Created (Polling)

Emit new events when a new staff was created. See the docs

Full schema: https://pipedream.com/apps/clientary/triggers/new-staff-created.md

### `clientary-new-task-created` — New Task Created (Polling)

Emit new events when a new task was created. See the docs

Full schema: https://pipedream.com/apps/clientary/triggers/new-task-created.md

---

- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt