--- title: "Connect capture and Clio - APIANT.ai" description: "When \"New Capture\" fires in capture, your agent runs \"Create Task\" in Clio, or \"New Communication\" in Clio to \"Add capture\" in capture." canonical: "https://apiant.ai/connect/capture-to-clio" --- # Connect capture and Clio When **New Capture** fires in [capture](https://apiant.ai/connections/capture), your agent runs **Create Task** in [Clio](https://apiant.ai/connections/clio), or **New Communication** in Clio to **Add capture** in capture. Describe the whole flow and it is built, tested on every scenario and kept running. capture **1** trigger capture **1** action Clio **8** triggers Clio **38** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want capture and Clio to do together? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Clio holds the matters, tasks, contacts and time entries your firm runs on, while capture keeps the notes and reminders your AI reads back to you. Joining them means a new matter or a changed task in Clio lands in capture as something you will see later, and a thought you save in capture can become a matter note or a task in Clio. Example flows ## What capture and Clio can do together ### From capture to Clio - When **New Capture** in capture then **Create Task** in Clio - When **New Capture** in capture then **Create Company Contact** in Clio ### From Clio to capture - When **New Communication** in Clio then **Add capture** in capture Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with capture and Clio ## Triggers and actions 9 triggers · 39 actions - Trigger **New Capture** Triggers when a new item is saved to your capture library. - Action **Add capture** Create a new capture. - 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. ## Each app on its own - [ **capture** capture is a service that is your AI's long-term memory.](https://apiant.ai/connections/capture) - [ **Clio** Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do...](https://apiant.ai/connections/clio) Reviews ## What our customers say ## More from capture - [ **capture to Pixabay** Pixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...](https://apiant.ai/connect/capture-to-pixabay) - [ **capture to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/capture-to-hubspot) - [ **capture to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/capture-to-salesforce) - [ **capture to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/capture-to-slack) - [ **capture to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/capture-to-google-sheets) - [ **capture to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/capture-to-gmail) ## More into Clio - [ **ActiveCampaign to Clio** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clio) - [ **Airtable to Clio** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clio) - [ **Asana to Clio** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clio) - [ **ClickUp to Clio** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-clio) - [ **Brevo to Clio** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clio) - [ **Calendly to Clio** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clio) Questions ## capture and Clio, answered ### ### Can something I save in capture end up on the right matter in Clio? Yes. A new item in capture can create a matter note in Clio on the matter it names, and the agent can look the matter up first so the note is filed against the correct one. ### ### What kinds of Clio events can feed capture? capture can receive items when a new matter, task, contact, activity, calendar entry or communication is created in Clio, and when a matter or task status changes. Each one becomes a capture item with the details you choose to include. ### ### What can start an automation from capture? Any of capture's 1 trigger in the catalog, including New Capture. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clio when something happens in capture? Any of Clio's 38 actions, including Create Matter Note, Create Task, Find User and Create Calendar Entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clio to capture? Yes. When something happens in Clio, your agent can act in capture too. This page covers both directions: Clio's triggers and capture's actions are listed here as well. ### ### Do I have to build a connector for capture or Clio? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use capture and Clio without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app 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. One connection covers both. ### ### 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.