How to connect Clientary MCP with VS Code

How to connect Clientary MCP with VS Code VS Code is the most popular code editor out there. With its recent AI makeover, it can do more than just help you write code. You can connect your applications to it and let LLMs automate many of the mundane tasks in your workflow. In this guide, I will explain how to connect Clientary with VS Code in the most secure and robust way possible via Composio.

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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.

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How to connect Clientary MCP with VS Code

VS Code is the most popular code editor out there. With its recent AI makeover, it can do more than just help you write code. You can connect your applications to it and let LLMs automate many of the mundane tasks in your workflow.

In this guide, I will explain how to connect Clientary with VS Code in the most secure and robust way possible via Composio.

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Why use Composio?

Composio provides:

  • Access to 1,000+ managed apps from a single MCP endpoint. This makes it convenient for agents to run cross-app workflows.
  • Programmatic tool calling. Allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool response handling outside the LLM context. This minimizes context bloat from large tool responses.
  • Dynamic just-in-time access to thousands of tools across hundreds of apps. Composio loads the tools your agent needs, so LLMs are not overwhelmed by tools they do not need.

Integrate Clientary MCP with VS Code

1. Install with one click

Click the button below to add Composio to VS Code. You will be prompted to authorize. This requires VS Code 1.99+ with GitHub Copilot.

+Install in VS Code

2. Or add manually

Open or create .vscode/mcp.json in your project root and add the following configuration:

bash
{
  "servers": {
    "composio": {
      "type": "http",
      "url": "https://connect.composio.dev/mcp"
    }
  }
}

3. Authorize

Click the install button to authorize VS Code to connect to Composio. VS Code will detect OAuth and prompt you to sign in.

VS Code MCP server install screen for Composio

A browser window will open to authorize.

Composio authorization browser window

4. Authenticate Clientary and start working

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

For example, ask it 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 to Clientary.

That is it. Composio tools are now available in VS Code, and your Clientary account is ready to use.

Way Forward

Now that Clientary is connected, extend your setup by connecting the other apps you already use every day, so your agent can run true cross-app workflows end to end.

  • Connect Calendar to turn threads into scheduled meetings automatically.
  • Connect Slack or Teams to post summaries, approvals, and alerts where your team works.
  • Connect Notion, Linear, Jira, or Asana to convert requests into tickets, tasks, and docs.
  • Connect Drive, Dropbox, or OneDrive to fetch, file, and share attachments without manual steps.
  • Connect HubSpot or Salesforce to log customer context, update records, and draft follow-ups.

Start with one workflow you do repeatedly, then keep adding apps as you find new handoffs. With everything behind a single MCP endpoint, your agent can coordinate multiple tools safely and reliably in one conversation.

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.

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. VS Code 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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