---
title: "Clientary integration for LuumenAI"
url: "https://www.luumen.ai/integrations/clientary/"
entity: SoftwareIntegration
category: "Project management"
audience: "SRE, DevOps, platform engineering, IT operations"
---

# Clientary integration for LuumenAI

Read client, project, and invoice records in Clientary, and file changes with approval

## What LuumenAI can do with Clientary

LuumenAI connects to Clientary with an API token and exposes 57 tools (30 read-only · 18 write · 9 destructive). Reads answer immediately; writes are shown as a plan and require approval by default, configurable per tool by an administrator.

## Key facts

- Authentication: API token
- Tools available: 57 tools (30 read-only · 18 write · 9 destructive)
- Plan: available on all plans
- Category: Project management

## About Clientary with LuumenAI

Connect Clientary and Luumen can read the records behind your client work: clients and contacts, projects and tasks, estimates, expenses, hours, and invoices. Ask about a project's logged time or an unbilled month and get an answer from the live account. Changes like a new invoice, project, or time entry are previewed first and need approval by default.

## Example tools

Read-only (30 in total):

- `CLIENTARY_GET_CLIENT` — Fetch details for a specific client using its ID.
- `CLIENTARY_GET_CONTACT` — Retrieve a single contact by its ID.
- `CLIENTARY_GET_ESTIMATE` — Retrieve details for a single estimate by ID.
- `CLIENTARY_GET_EXPENSE` — Retrieve details for a single expense record in Clientary.
- `CLIENTARY_GET_HOUR` — Obtain details about a specific time entry in Clientary.
- `CLIENTARY_GET_INVOICE` — Retrieve detailed information for a specific invoice by ID.
- `CLIENTARY_GET_LEAD` — Retrieve a single lead by its ID.
- `CLIENTARY_GET_PROJECT` — Retrieve a single project by its identifier.

Write and destructive (27 in total, approval required by default):

- `CLIENTARY_CREATE_CLIENT` — Create a new client record in Clientary.
- `CLIENTARY_CREATE_CONTACT` — Create a new contact within a specified client.
- `CLIENTARY_CREATE_EXPENSE` — Create a new expense record in Clientary to track expenditures within your account.
- `CLIENTARY_CREATE_INVOICE` — Create a new invoice in Clientary.
- `CLIENTARY_CREATE_LEAD` — Create a new lead record in Clientary.
- `CLIENTARY_CREATE_PROJECT` — Create a new project in Clientary with name and rate.
- `CLIENTARY_CREATE_PROJECT_HOURS` — Create a new time entry for a specific project in Clientary.
- `CLIENTARY_CREATE_RECURRING_SCHEDULE` — Create a new recurring schedule for automatic invoice generation in Clientary.

## Frequently asked questions

### How does LuumenAI connect to Clientary?

Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.

### Can LuumenAI change things in Clientary on its own?

Read actions answer immediately. Anything that writes is shown as a plan and requires approval by default, including the 9 actions classified as destructive. Administrators configure that per tool.

### Is there an audit trail?

Every call to Clientary — read or write, approved or declined — is recorded with the actor, the input, and the result.

Full page: https://www.luumen.ai/integrations/clientary/