How to connect Clientary to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Clientary account to Cowork via Composio Connect, enabling it to create new invoice for a client, list all active projects this month, send payment reminder to overdue clients, and more such actions on your behalf without compromising your account security.

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Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.

42 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Clientary account to Cowork via Composio Connect, enabling it to create new invoice for a client, list all active projects this month, send payment reminder to overdue clients, and more such actions on your behalf without compromising your account security.

Also integrate Clientary with

ChatGPTOpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenCodeCursorVS CodeOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

Connecting Clientary to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Clientary account

Back in Cowork, ask the agent to connect to Clientary or give it any Clientary-related task.

For example, ask Cowork to:

  • "Create new invoice for a client"
  • "List all active projects this month"
  • "Send payment reminder to overdue clients"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Clientary account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Clientary through MCP without you sharing account credentials directly with the agent.

What is the Clientary MCP server, and what's possible with it?

The Clientary MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Clientary account. It provides structured and secure access so your agent can perform Clientary operations on your behalf.

TOOLS

Supported Tools

Every Clientary action and event your agent gets out of the box.

Create Client

Tool to create a new client record in Clientary.

Create Contact

Tool to create a new contact within a specified client.

Create Expense

Tool to create a new expense record in Clientary to track expenditures within your account.

Create Lead

Tool to create a new lead record in Clientary.

Create Project

Tool to create a new project in Clientary with name and rate.

Create Task

Tool to create a new task in Clientary.

Delete Client

Tool to remove a client and all associated projects, invoices, estimates, and contacts.

Delete Lead

Tool to permanently delete a lead and all associated Estimates and Contacts.

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 Entry

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 Entry

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.

FRAMEWORKS

How to build Clientary MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Clientary MCP with ChatGPT

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Clientary MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Clientary MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Clientary MCP with Claude Code

Codex logo

Codex

Use Clientary MCP with Codex

Cursor logo

Cursor

Use Clientary MCP with Cursor

OpenClaw logo

OpenClaw

Use Clientary MCP with OpenClaw

Hermes logo

Hermes

Use Clientary MCP with Hermes

CLI logo

CLI

Use Clientary MCP with CLI

Google ADK logo

Google ADK

Use Clientary MCP with Google ADK

LangChain logo

LangChain

Use Clientary MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Clientary MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Clientary MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Clientary MCP with LlamaIndex

CrewAI logo

CrewAI

Use Clientary MCP with CrewAI

OpenCode logo

OpenCode

Use Clientary MCP with OpenCode

VS Code logo

VS Code

Use Clientary MCP with VS Code

FAQ

Frequently asked questions

With a standalone Clientary MCP server, the agents and LLMs can only access a fixed set of Clientary tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Clientary and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Clientary tools.

Yes, absolutely. You can configure which Clientary scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Clientary data and credentials are handled as safely as possible.

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