Clientary integration for AI agents
Insiro connects AI agents to Clientary so they can act in it under your rules. Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. Every Clientary action runs through Insiro's governed gateway, using each person's own connection (API key).
What can AI agents do with Clientary?
With Insiro, agents can create and update tasks from requests, summarise progress and blockers for a weekly update, move work between stages when conditions are met and assign owners and due dates, all inside the permissions you set for Clientary.
- Create and update tasks from requests.
- Summarise progress and blockers for a weekly update.
- Move work between stages when conditions are met.
- Assign owners and due dates.
A journey through Insiro
ClientaryInsiroSlackExample: Clientary → Insiro → Slack to post a weekly progress digest to the team channel. Insiro checks permissions, applies approvals and records the evidence at every hop.
Frequently asked questions about Clientary
Can Insiro AI agents use Clientary?
Yes. Insiro connects AI agents to Clientary through its governed MCP gateway. Agents can create and update tasks from requests and summarise progress and blockers for a weekly update using each person's own Clientary access, with read-only as the default and approvals for actions that change data.
How does Insiro connect to Clientary?
Clientary connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.
Can I make Clientary read-only for agents?
Yes. In Insiro Governance, set Clientary to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.
Related projects & productivity integrations
Google SheetsProjects & productivityGoogle Sheets is a cloud-based spreadsheet tool for real-time collaboration and data analysis. It lets teams work…
NotionProjects & productivityNotion is a collaborative workspace for notes, docs, wikis, and tasks. It streamlines team knowledge, project…
AirtableProjects & productivityAirtable combines the flexibility of spreadsheets with the power of a database for easy project and data management.…
AsanaProjects & productivityAsana is a collaborative work management platform for teams to organize and track projects. It streamlines teamwork,…
Google TasksProjects & productivityGoogle Tasks is a to-do list and task management tool integrated into Gmail and Google Calendar. It helps you…
LinearProjects & productivityLinear is a modern issue tracking and project planning tool for fast-moving teams. It helps streamline workflows,…Put Clientary to work with governed AI agents.
A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.
- 13governance checks on every agent tool call
- 1,700+SaaS apps agents can act in
- 30+data dialects for plain-English questions