# How to connect Clientary to OpenClaw (paste one key, 57 tools)

> Connect Clientary to OpenClaw with ClawLink: paste your Clientary key once and 57 tools work from chat. No MCP server to run, nothing stored on your machine.

Web version: https://claw-link.dev/openclaw/clientary

The usual route to Clientary access for OpenClaw is an MCP server you configure and keep running, plus your own OAuth app or API keys. ClawLink gives OpenClaw a more practical Clientary setup: install one ClawHub skill, connect Clientary in the browser, and OpenClaw can call real Clientary actions from any chat surface with no auth, token refresh, or tool wiring to build yourself.

## Setup

It takes three steps to connect OpenClaw to Clientary.

1. **Install ClawLink** — add the plugin to OpenClaw once.
2. **Connect Clientary** — one-click OAuth in the ClawLink dashboard.
3. **Use it from chat** — ask OpenClaw in plain English.

**Paste this into OpenClaw to set up ClawLink:**

> I want to connect my apps to OpenClaw through ClawLink.
> Please install the ClawLink plugin from ClawHub and enable it: `openclaw plugins install clawhub:clawlink-plugin`
> When it is installed, tell me and stop. After I reply, give me the ClawLink pairing link. Setup notes, if you need them: https://claw-link.dev/skill.md

**Alternative for any agent (no plugin needed):** if the OpenClaw plugin route isn't available or doesn't work, any AI agent with shell access can use the ClawLink CLI instead:

```bash
npx -y @useclawlink/cli login          # sign in via browser — no API key to paste
npx -y @useclawlink/cli connect clientary  # connect Clientary (browser OAuth)
npx -y @useclawlink/cli actions clientary  # list available actions
npx -y @useclawlink/cli run clientary <action> --input '<json>'  # execute (add --confirm for writes)
```

### Install by command

The setup prompt above does all of this in one paste. By hand, it is one install command plus a browser approval:

```bash
openclaw plugins install clawhub:clawlink-plugin
```

Then ask OpenClaw to set up ClawLink. It starts browser pairing and prints an approval link — open it, approve the device, return to the chat, and say `done`. Finally, connect Clientary in the [ClawLink dashboard](https://claw-link.dev/dashboard) — paste your Clientary API key once.

Verify the connection by asking OpenClaw:

> Pull the relevant data from Clientary, summarize it in plain English, and point out anything that needs attention.

### Using a different agent?

The OpenClaw plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:

```bash
npx -y @useclawlink/cli login
```

`login` opens the same browser approval and stores a credential locally. Once Clientary is connected in the dashboard, that agent calls the same 57 Clientary tools over MCP. Full setup for MCP clients and shell agents: [connect apps to any AI agent](https://claw-link.dev/learn/connect-apps-to-any-ai-agent).

## Clientary MCP for OpenClaw

Looking for a Clientary MCP server for OpenClaw? ClawLink connects Clientary to OpenClaw and exposes 57 Clientary tools your agent can call over [MCP](https://claw-link.dev/learn/what-is-an-mcp-server), with [hosted auth](https://claw-link.dev/learn/oauth-for-ai-agents) and nothing to run or maintain yourself. Using Hermes instead? The [Hermes Clientary integration](https://claw-link.dev/hermes/clientary) works the same way.

## What the OpenClaw Clientary integration can do

57 Clientary tools are ready for OpenClaw once the account is connected. The 30 below are the ones people reach for most; your agent can call all 57.

### 30 of 57 Clientary tools for OpenClaw

| Tool | What it does |
|---|---|
| **Get client** `clientary_get_client` | Fetch details for a specific client using its ID |
| **Get contact** `clientary_get_contact` | Retrieve a single contact by its ID |
| **Get estimate** `clientary_get_estimate` | Retrieve details for a single estimate by ID |
| **Get expense** `clientary_get_expense` | Retrieve details for a single expense record in Clientary |
| **Get hour** `clientary_get_hour` | Obtain details about a specific time entry in Clientary |
| **Get invoice** `clientary_get_invoice` | Retrieve detailed information for a specific invoice by ID |
| **Get lead** `clientary_get_lead` | Retrieve a single lead by its ID |
| **Get project** `clientary_get_project` | Retrieve a single project by its identifier |
| **Get staff** `clientary_get_staff` | Retrieve a single staff member by their ID |
| **Get task** `clientary_get_task` | Retrieve a specific task by its ID |
| **List client contacts** `clientary_list_client_contacts` | Retrieve all contacts for a specific client with pagination support |
| **List client estimates** `clientary_list_client_estimates` | Retrieve all estimates for a specific client with pagination support (30 results per page) |
| **List client expenses** `clientary_list_client_expenses` | Retrieve all expenses for a specific client within an optional date range |
| **List client invoices** `clientary_list_client_invoices` | Retrieve all invoices for a specific client with pagination support (30 results per page) |
| **List client payment profiles** `clientary_list_client_payment_profiles` | Retrieve payment profiles for a specific client |
| **List client projects** `clientary_list_client_projects` | Retrieve all projects associated with a specific client with pagination support (10 results per |
| **List clients** `clientary_list_clients` | Retrieve all clients with pagination support (10 results per page) |
| **List estimates** `clientary_list_estimates` | Retrieve all estimates with pagination support (30 results per page) |
| **List expenses** `clientary_list_expenses` | Retrieve expenses by date range (defaults to current fiscal year) |
| **List leads** `clientary_list_leads` | Retrieve all leads with pagination support |
| **List payments** `clientary_list_payments` | Retrieve all payments with pagination support (30 results per page) |
| **List project estimates** `clientary_list_project_estimates` | Retrieve estimates scoped to a particular project with pagination support (30 results per page) |
| **List project expenses** `clientary_list_project_expenses` | Retrieve all expenses for a specific project within an optional date range |
| **List project hours** `clientary_list_project_hours` | Retrieve all time tracking entries logged against a specific project |
| **List project invoices** `clientary_list_project_invoices` | Retrieve all invoices linked to a specific project with pagination support (30 results per page) |
| **List project tasks** `clientary_list_project_tasks` | Retrieve all tasks for a specific project |
| **List projects** `clientary_list_projects` | Retrieve all projects with pagination support (10 results per page) |
| **List recurring schedule invoices** `clientary_list_recurring_schedule_invoices` | Retrieve all invoices generated by a specific recurring schedule with pagination support (30 |
| **List staff** `clientary_list_staff` | Retrieve all staff members for an account |
| **List tasks** `clientary_list_tasks` | Retrieve all tasks with pagination support (50 results per page) |

## Example prompts

**Get Client**

> Pull the relevant data from Clientary, summarize it in plain English, and point out anything that needs attention.

**Get Contact**

> Pull the relevant data from Clientary, summarize it in plain English, and point out anything that needs attention.

**Get Estimate**

> Pull the relevant data from Clientary, summarize it in plain English, and point out anything that needs attention.

**Get Expense**

> Pull the relevant data from Clientary, summarize it in plain English, and point out anything that needs attention.

## ClawLink vs. building it yourself

The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for OpenClaw. That is fine if you want to build and maintain the integration yourself. Most teams just want Clientary working from chat.

| | Manual | ClawLink |
|---|---|---|
| **Credential handling** | Collect, validate, store, and rotate the Clientary API key yourself, then make sure every tool call uses the right account. | Users complete the hosted ClawLink setup once and the connected Clientary account becomes available to the agent without you building credential management. |
| **Ongoing maintenance** | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for Clientary. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| **Agent usability** | You still need to expose the right Clientary actions to the runtime in a format your agent can reliably use. | 57 tools for Clientary are already exposed through ClawLink, so the agent can read and act from chat immediately. |

## ClawLink vs. Composio

Composio also exposes Clientary to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for OpenClaw users instead. You install the plugin once, connect Clientary in the browser, and the 57 tools above work from chat. There is no SDK and no config file, and the Clientary key you paste at setup is stored server-side rather than kept in your environment. Choosing between them? Read the full [Composio alternatives](https://claw-link.dev/hub/composio-alternatives) comparison.

### OpenClaw installed the Clientary skill but can't call the tools
The ClawHub skill teaches OpenClaw about Clientary, but the calls run through the ClawLink plugin and your connected account. Make sure Clientary is connected in the dashboard, then start a fresh chat so OpenClaw reloads the tool catalog. If OpenClaw runs as a persistent gateway, restart it so the new tools register.

### Connection succeeds but no tools appear
Reconnect Clientary from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.

### "Tool schema not loaded yet" error when calling Clientary tools
Clientary tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every Clientary call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.

### Clientary returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.

### API key setup works but results look incomplete
Double-check that the API key for Clientary has the right scopes or account access. A valid key can still be too limited for some reads or writes.

### Is there a OpenClaw Clientary integration?
Yes. ClawLink is the fastest way to connect OpenClaw to Clientary: link your Clientary account once in the browser and OpenClaw can call the Clientary API through 57 ready-made tools — no custom code or token handling.

### How do I add Clientary to OpenClaw with ClawLink?
Paste the setup prompt from this page into OpenClaw. It installs the ClawLink Clientary skill from ClawHub, then you click Connect in the dashboard to authorize Clientary. OpenClaw calls the tools from the next message — no config files, and the Clientary key you paste is stored server-side instead of in your environment.

### How long does it take to connect Clientary to OpenClaw?
About two minutes. Sign in, click Connect next to Clientary in the dashboard, authenticate, and OpenClaw can use it from the next chat message.

### Why use ClawLink instead of wiring Clientary up myself?
The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for OpenClaw. That is fine if you want to build and maintain the integration yourself. Most teams just want Clientary working from chat.

### OpenClaw installed the Clientary skill but can't call the tools
The ClawHub skill teaches OpenClaw about Clientary, but the calls run through the ClawLink plugin and your connected account. Make sure Clientary is connected in the dashboard, then start a fresh chat so OpenClaw reloads the tool catalog. If OpenClaw runs as a persistent gateway, restart it so the new tools register.

## Related

- [OpenClaw Trello integration](https://claw-link.dev/openclaw/trello) — Manage boards, lists, and cards
- [Moco](https://claw-link.dev/openclaw/moco) — MOCO is a business management software offering project management, time tracking, and invoicing solutions.
- [OpenClaw ClickUp integration](https://claw-link.dev/openclaw/clickup) — Manage tasks, docs, goals, and sprints
