Sales & Customer Support

Connect Clientary to Your AI Agents

Enable your Wkil agents to manage clients, projects, tasks, and invoices through Clientary.

Authentication: API key

Build with Clientary

What you can do

Manage clients, projects, and tasks
Track leads and send invoices

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

42 verified tools

Create Project

Set up a new client project.

Create Task

Add a task under a project.

List Client Invoices

Retrieve invoices billed to a specific client.

Create Lead

Add a new sales lead record.

Send Invoice Message

Send an invoice notification to a client.

Create Client

Add a new client record.

Create Expense

Log a new project or client expense.

Get Invoice

Retrieve the details of a specific invoice.

List Projects

Retrieve projects matching given criteria.

Get Hour Entry

Retrieve a logged billable hour entry.

View all verified tools (search)

Create ClientCreate ContactCreate ExpenseCreate LeadCreate ProjectCreate TaskDelete ClientDelete LeadDelete PaymentDelete Payment ProfileDelete Recurring ScheduleGet ClientGet ContactGet EstimateGet ExpenseGet Hour EntryGet InvoiceGet LeadGet ProjectGet StaffGet TaskList Client ContactsList Client ExpensesList Client InvoicesList Client ProjectsList ClientsList ExpensesList LeadsList PaymentsList Project EstimatesList Project ExpensesList Project HoursList Project InvoicesList ProjectsList StaffList TasksSend Invoice MessageUpdate ClientUpdate ExpenseUpdate Hour EntryUpdate ProjectUpdate Task

Practical agent use cases

An agent creates a project and its first tasks automatically after a lead converts to a client.

How it works with Wkil

1
Choose the integration
Add Clientary to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Can an agent bill a client automatically?

An agent can prepare and send an invoice notification; final approval can be required before it goes out.