App

Clio integrations

Connect Clio to any other app, or use it from your AI client over MCP. Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Connects with OAuthgoclio.com
8 triggers38 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Clio?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Popular

Clio with the apps people pair it with most

Pair it

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What your agent can do with Clio

Triggers and actions 8 triggers · 38 actions

  • Trigger
    Matter Status Updated

    Triggers when the status of a matter has changed.

  • Trigger
    New Activity

    Triggers when a new activity is created.

  • Trigger
    New Calendar Entry

    Triggers when a new calendar entry is created.

  • Trigger
    New Communication

    Triggers when a new communication is created.

  • Trigger
    New Contact

    Triggers when a new contact is created.

  • Trigger
    New Matter

    Triggers when a new matter is created.

  • Trigger
    New Task

    Triggers when a new task is created.

  • Trigger
    Task Status Updated

    Triggers when the status of a task has changed.

  • Action
    Create Calendar Entry

    Creates a new calendar entry.

  • Action
    Create Communication

    Creates a new communication.

  • Action
    Create Company Contact

    Creates a company contact.

  • Action
    Create Expense Entry (Activity)

    Creates a new expense entry.

  • Action
    Create Matter

    Adds a new matter to Clio Manage.

  • Action
    Create Matter Folder

    Creates a new folder in a matter.

  • Action
    Create Matter Note

    Creates a new matter note.

  • Action
    Create Person Contact

    Creates a person contact.

  • Action
    Create Task

    Creates a new task.

  • Action
    Create Time Entry (Activity)

    Creates a new time entry.

  • Action
    Delete activity

    Delete an activity.

  • Action
    Delete calendar entry

    Delete a calendar entry.

  • Action
    Delete contact

    Delete a contact.

  • Action
    Delete matter

    Delete a matter.

  • Action
    Delete task

    Delete a task.

  • Action
    Find Company Contact

    Returns the company contacts that match the search text.

  • Action
    Find Matter

    Returns the matters that match the specified search text and optional filters

  • Action
    Find Newest Matter by Client Email

    Returns the most recently created matter for the client with the given email address.

  • Action
    Find Person Contact

    Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

  • Action
    Find User

    Find a user by name.

  • Action
    Get activity

    Fetches an activity (time or expense entry) by ID. An error occurs if the activity is not found.

  • Action
    Get calendar entry

    Returns one calendar entry by id, including summary, start and end times.

  • Action
    Get communication

    Returns one communication by id.

  • Action
    Get contact

    Retrieve a contact (person or company) by id.

  • Action
    Get document

    Retrieve document metadata by id.

  • Action
    Get matter

    Retrieve a matter by id.

  • Action
    Get task

    Retrieve a task by id.

  • Action
    List activities

    List all activities.

  • Action
    List contacts

    List all contacts.

  • Action
    List practice areas

    List practice areas.

  • Action
    List tasks

    List all tasks.

  • Action
    List users

    List firm users.

  • Action
    Update activity

    Update an activity.

  • Action
    Update calendar entry

    Update a calendar entry.

  • Action
    Update Matter

    Update an existing matter.

  • Action
    Update Person Contact

    Updates an existing person contact.

  • Action
    Update Task

    Updates a task.

  • Action
    Upload Document to Matter

    Uploads a file from a URL into a Clio matter's documents and marks it fully uploaded.

Reviews

What our customers say

Questions

Clio, answered

Is there a Clio MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Clio. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Clio actions on demand, or have APIANT build, test and run automations that use Clio. Nothing to install.

What can start an automation from Clio?

Any of Clio's 8 triggers in the catalog, including Matter Status Updated, New Activity, New Calendar Entry and New Communication. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Clio?

Any of Clio's 38 actions, including Create Calendar Entry, Create Communication, Create Company Contact and Create Expense Entry (Activity). Your agent maps the data both ways and tests every scenario before it ships.

Can I use Clio directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Clio two ways. Ask it to do something in Clio once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Clio API?

No. APIANT connects to the Clio API for you, and you sign in to Clio once with OAuth. Describe what you want in plain language and your agent builds it on the Clio triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Clio API documentation and adds it.

Which apps can Clio connect to?

Any app in the catalog; the list on this page pairs Clio with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.