Clientary
for LuumenAI
Read client, project, and invoice records in Clientary, and file changes with approval
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.
The Clientary toolbox
57 tools: 30 read, 27 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet ClientFetch details for a specific client using its ID.
- ReadGet ContactRetrieve a single contact by its ID.
- ReadGet EstimateRetrieve details for a single estimate by ID.
- ReadGet ExpenseRetrieve details for a single expense record in Clientary.
- ReadGet Hour EntryObtain details about a specific time entry in Clientary.
- ReadGet InvoiceRetrieve detailed information for a specific invoice by ID.
- ReadGet LeadRetrieve a single lead by its ID.
- ReadGet ProjectRetrieve a single project by its identifier.
- ReadGet StaffRetrieve a single staff member by their ID.
- ReadGet TaskRetrieve a specific task by its ID.
- ReadList Client ContactsRetrieve all contacts for a specific client with pagination support.
- ReadList Client EstimatesRetrieve all estimates for a specific client with pagination support (30 results per page).
- ReadList Client ExpensesRetrieve all expenses for a specific client within an optional date range.
- ReadList Client InvoicesRetrieve all invoices for a specific client with pagination support (30 results per page).
- ReadList Client Payment ProfilesRetrieve payment profiles for a specific client.
- ReadList Client ProjectsRetrieve all projects associated with a specific client with pagination support (10 results per page).
- ReadList ClientsRetrieve all clients with pagination support (10 results per page).
- ReadList EstimatesRetrieve all estimates with pagination support (30 results per page).
- ReadList ExpensesRetrieve expenses by date range (defaults to current fiscal year).
- ReadList LeadsRetrieve all leads with pagination support.
- ReadList PaymentsRetrieve all payments with pagination support (30 results per page).
- ReadList Project EstimatesRetrieve estimates scoped to a particular project with pagination support (30 results per page).
- ReadList Project ExpensesRetrieve all expenses for a specific project within an optional date range.
- ReadList Project HoursRetrieve all time tracking entries logged against a specific project.
- ReadList Project InvoicesRetrieve all invoices linked to a specific project with pagination support (30 results per page).
- ReadList ProjectsRetrieve all projects with pagination support (10 results per page).
- ReadList Project TasksRetrieve all tasks for a specific project.
- ReadList Recurring Schedule InvoicesRetrieve all invoices generated by a specific recurring schedule with pagination support (30 results per page).
- ReadList StaffRetrieve all staff members for an account.
- ReadList TasksRetrieve all tasks with pagination support (50 results per page).
- WriteCreate ClientCreate a new client record in Clientary. Approval by default
- WriteCreate ContactCreate a new contact within a specified client. Approval by default
- WriteCreate ExpenseCreate a new expense record in Clientary to track expenditures within your account. Approval by default
- WriteCreate InvoiceCreate a new invoice in Clientary. Approval by default
- WriteCreate LeadCreate a new lead record in Clientary. Approval by default
- WriteCreate ProjectCreate a new project in Clientary with name and rate. Approval by default
- WriteCreate Project HoursCreate a new time entry for a specific project in Clientary. Approval by default
- WriteCreate Recurring ScheduleCreate a new recurring schedule for automatic invoice generation in Clientary. Approval by default
- WriteCreate Task (v2)Create a new task in Clientary using API v2. Approval by default
- WriteDelete ClientRemove a client and all associated projects, invoices, estimates, and contacts. Approval by default
- WriteDelete ContactPermanently delete a contact and all associated comments. Approval by default
- WriteDelete ExpensePermanently remove an expense record from Clientary. Approval by default
- WriteDelete ProjectPermanently delete a project and all associated resources including tasks, hours, expenses, invoices, and estimates. Approval by default
- WriteDelete Hour EntryPermanently delete a time entry (hour) from Clientary. Approval by default
- WriteDelete LeadPermanently delete a lead and all associated Estimates and Contacts. Approval by default
- WriteDelete PaymentRemove an existing payment from an invoice. Approval by default
- WriteDelete Payment ProfileRemove a specific payment profile from a client's account. Approval by default
- WriteDelete Recurring ScheduleRemove a recurring schedule by its identifier. Approval by default
- WriteSend Invoice MessageSend an invoice message to recipients via email. Approval by default
- WriteUpdate ClientUpdate an existing client record in Clientary with partial or complete field modifications. Approval by default
- WriteUpdate ContactUpdate an existing contact in Clientary with partial or complete field modifications. Approval by default
- WriteUpdate LeadUpdate an existing lead record in Clientary with partial or complete field modifications. Approval by default
- WriteUpdate ExpenseUpdate an existing expense record in Clientary with partial or complete field modifications. Approval by default
- WriteUpdate Hour EntryModify an existing time entry in Clientary with partial or complete field updates. Approval by default
- WriteUpdate InvoiceUpdate an existing invoice in Clientary with partial or complete field modifications. Approval by default
- WriteUpdate ProjectUpdate an existing project in Clientary with partial or complete field modifications. Approval by default
- WriteUpdate TaskUpdate an existing task in Clientary with partial or complete field modifications. Approval by default
One prompt, start to finish
What a governed Clientary run looks like inside Luumen.
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
This connection exposes write actions such as create client, create contact, create expense, create invoice, and more. For connected tools, admins configure which actions may run automatically and which require approval, within the access granted to the user. Review the configured approval policy before enabling write access.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Clientary — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Put Clientary to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.