Clientary MCP Server

Category: Business & Commerce – MCP Servers
Tags: invoicing, client-management, small-business

An MCP server that connects MCP-compatible clients to the Clientary platform, enabling management of clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff via a unified endpoint.

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Features

• MCP-compatible server

  • Exposes Clientary functionality through the Model Context Protocol (MCP)
  • Single static MCP server URL: https://mcp.pipedream.net/v2
  • Works with any compatible chat or MCP client; authentication is handled when adding the server to the application

• Client management

  • Access and manage client records from Clientary
  • Allows selecting clients after connecting your account

• Invoicing and billing

  • Integrates Clientary’s invoice management features via MCP
  • Supports workflows related to invoices and payments

• Project tracking

  • Access project-related data from Clientary
  • Includes support for hours / time-tracking information

• Proposals & estimates

  • Surface and manage proposals and estimates stored in Clientary

• Payments

  • Access payment information connected to Clientary invoices

• Team & contractor management

  • Access data related to contractors and staff within Clientary

• Configuration through Pipedream

  • Connect your Clientary account via Pipedream
  • Use Pipedream’s configuration flow to select clients and initialize the connection

Note: The page mentions “Available tools” but does not list them; specific tool names and operations are not provided in the available content.

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Setup

1. Configure Clientary via the Pipedream interface.
2. Copy the MCP server URL: https://mcp.pipedream.net/v2.
3. Add this MCP server to your MCP-compatible application or chat client.
4. Authenticate when prompted inside your application to link your Clientary account.

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Pricing

The provided content does not include any pricing or plan information for the Clientary MCP Server or related services.