Add the Clientary MCP server to Claude, ChatGPT, Claude Code, or Gemini CLI. It takes about a minute.
Approve the connection with your Clientary login. Your assistant works as you, with your permissions.
Ask for what you need in plain English. Review the drafts it makes and tell it when to send.
If you can say it, your assistant can do it in Clientary. A few favorites from teams like yours:
Log 2.5 hours on the Meridian website for yesterday, non-billable.
Draft invoices for every client with unbilled hours this month.
Which invoices are overdue, and who should I nudge first?
Turn these meeting notes into an estimate for Bright Pixel.
Add tasks for the launch checklist and assign them to Sam.
How much did we invoice last quarter compared to the one before?
Set up a $3,500 monthly retainer for Greenleaf starting next month.
Add these five new clients from my email signature list.
Plenty of business apps now let an AI assistant read your data. Clientary's MCP server lets it do the work, with you approving what reaches clients.
Your assistant can create and update clients, estimates, invoices, retainers, recurring schedules, projects, tasks, time, contracts, and proposals, not only look them up.
The same Clientary MCP server works in Claude, ChatGPT, Claude Code, Gemini CLI, and other MCP-ready tools, so each person can use the assistant they prefer.
Documents start as drafts, sending needs your confirmation, nothing gets signed, and every action runs with the permissions of the person who connected it.
Claude, ChatGPT, Claude Code, Gemini CLI, and any assistant that supports MCP servers. Add the Clientary server and sign in once.
Clients, leads, estimates, invoices, retainers, recurring billing, projects, tasks, time, contracts, proposals, comments, and reports, all reachable from a conversation.
Documents your assistant creates start as drafts. Sending is a separate step it confirms with you, and it never signs anything on your behalf.
You approve the connection yourself, and the assistant works as you. Teammates' assistants see only what their role allows.
Turn AI assistants off for the whole account in one switch, and review or revoke connected apps at any time.
Moving from another tool? Paste in your client list and let your assistant set up the clients, projects, and retainers for you.
Whether you're running a creative studio, a professional firm, or a one-person shop, Clientary adapts to how you work.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
Claude, ChatGPT, Claude Code, and Gemini CLI, plus any other assistant that supports MCP servers. Setup takes a minute and the help article walks through each one.
Connect Clientary to ChatGPT once, then ask for the invoice in plain English, like "Invoice Greenleaf for this month's unbilled hours." ChatGPT drafts it in Clientary, shows you the total, and sends it when you say so. The same works in Claude and Gemini.
The Model Context Protocol is an open standard that lets AI assistants use outside tools. Clientary runs an MCP server, so a connected assistant can read and update your account through the same API our apps use.
No. Creating an invoice, estimate, contract, or proposal makes a draft. Sending is a separate step, and assistants confirm with you before anything goes to a client. Signing documents is never done by an assistant.
Exactly what you can. You sign in and approve the connection yourself, and the assistant then works as you, with your role's permissions. A teammate without access to billing gets an assistant without access to billing.
Yes. Admins can turn AI assistants off for the whole account in Settings, and anyone can review and revoke the apps connected to their login.
No. Connecting an assistant is part of every Clientary plan. You use your own Claude, ChatGPT, or Gemini account.
Yes. Export your client list from your current tool and ask your assistant to create the clients, projects, and retainers in Clientary. You can also import clients and contacts from a CSV file.
Ready to hand the admin to your assistant?
See Pricing and SignupClientary is a comprehensive suite of tools for professional service businesses. Your assistant can help with online invoicing, time tracking, projects, retainers, and everything we automate.
Developers can find the full tool list in our AI assistants documentation.
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