Clientary MCP Server

A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.

Business Management

Getting started

Configure and install the MCP server for your preferred client

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 5 actions as tools in your MCP client

Create Estimate

Creates a new estimate. See docs here

Create Expense

Creates a new expense. See docs here

Create Invoice

Creates a new invoice. See docs here

Create Task

Creates a new task. See docs here

Create Client

Creates a new client. See docs here

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