Clientary API Documentation

This is the complete API documentation for connecting to the Clientary API using MindCloud's Universal API. If you are new to MindCloud, start with the Introduction to see how one API can sit in front of many different apps.

MindCloud is an integration company that offers one normalized API to access 3,100+ apps from a single place. It cleans up provider-specific quirks, keeps requests and responses consistent, and centralizes authentication so you do not need to manage separate flows for every app. Browse other apps.

Meet Clientary: Manage client projects, proposals, invoices, payments, and time tracking. Keep reading to get started.

Quickstart

Before you run your first Clientary request, you need three things:

1. A MindCloud account — sign in or create an account at MindCloud.
2. A MindCloud API Key — create one in API Keys. Keep it on your server.
3. At least one Clientary connection — create or choose one in Connections. Note its connectionId.

Every Clientary action uses the same URL pattern:

POST https://connect.mindcloud.co/v2/universal/apps/clientary/actions/{actionSlug}/run

You need a MindCloud API Key and a Clientary connection. Then call an action such as List Clients:

curl --request POST \
  --url "https://connect.mindcloud.co/v2/universal/apps/clientary/actions/list-clients/run" \
  --header "Authorization: Bearer $MINDCLOUD_API_KEY" \
  --header "Content-Type: application/json" \
  --data '{
  "connectionId": "$CONNECTION_ID",
  "arguments": {}
}'

Every response comes back in the same envelope, with your rows in a data array:

{
  "success": true,
  "data": [
    { "id": "1042", "name": "Ava" }
  ],
  "meta": {}
}

After your first request works, use Shape your requests to control arguments, pagination, filtering, fields, and errors.

Authenticate with a MindCloud API Key plus a connectionId for your Clientary account. See Clientary API Authentication for the full flow and how to get your connection credentials.

Clientary actions

All 24 published actions for this Clientary version. Each page documents the endpoint, arguments, and response controls.

• POSTCreate Client
• POSTCreate Contact
• POSTCreate Estimate
• POSTCreate Invoice
• POSTCreate Project
• POSTCreate Task
• GETGet Client
• GETGet Contact
• GETGet Estimate
• GETGet Invoice
• GETGet Project
• GETGet Task
• GETList Clients
• GETList Contacts
• GETList Estimates
• GETList Invoices
• GETList Projects
• GETList Tasks
• PUTUpdate Client
• PUTUpdate Contact
• PUTUpdate Estimate
• PUTUpdate Invoice
• PUTUpdate Project
• PUTUpdate Task

Related apps

More Productivity apps on the Universal API, behind the same REST shape. Or browse all apps.

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