How Klientele works, what each plan includes, and how to connect your own systems through the API, the MCP server, the website widget and webhooks.
From signup to your first request: pick an industry template, add your clients, take in requests and bring open work across by CSV.
Every public REST route by resource, the keys and scopes each one needs, and the hosted MCP server for AI agents.
Add the connector in Claude, sign in with your Klientele account, and ask Claude to triage, log time, check retainers or prepare invoices.
Retainers, invoices and the monthly request allowance; the website widget, the email inbox and signed webhooks.
Custom fields, your own names for records and statuses, response targets by severity, and roles that limit who sees which clients and projects.
Email or the contact form, what to include in a report, and how to disconnect an AI app.
Klientele is in beta, with open trials. If something here does not answer your question, ask us: we will walk you through your workspace and answer on email.
Klientele was designed to be learned by use, not by manual. Start a free trial — our team will walk you through it.