Integration
Connect Castmagic and Clio
When New Recording fires in Castmagic, your agent runs Create Company Contact in Clio, or Matter Status Updated in Clio to Import Recording File in Castmagic. Describe the whole flow and it is built, tested on every scenario and kept running.
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 Castmagic and Clio to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart 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)Example flows
What Castmagic and Clio can do together
From Castmagic to Clio
When New Recording in Castmagic
then Create Company Contact in Clio
From Clio to Castmagic
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 Castmagic and Clio
Triggers and actions 9 triggers · 59 actions
- New Recording
Triggers when a new recording appears in Castmagic, optionally in one space.
- Assign Speaker Label
Maps a transcript speaker label on a recording to a speaker in its space.
- Generate Output
Runs a saved custom prompt or one-off prompt text against a recording's completed transcript; poll the result with Get Output.
- Get Chat Answer
Returns the status of a recordings question and its answer once completed.
- Get Import
Returns the status of a URL import and the recording id once the recording exists.
- Get Output
Returns one generated output with its status and text.
- Get Recording
Returns one recording with its title, space, transcript status and duration.
- Get Recording Transcript
Returns a recording's completed transcript as speaker utterances, optionally translated.
- Get Render
Returns a render's progress and, when completed, a signed URL for the finished clip.
- Get Transcript
Returns a URL transcript's status and, once completed, its speaker utterances and duration in minutes.
- Get Usage
Returns your plan status, API tier, usage and storage for the current period.
- Import Recording File
Imports a recording from a URL (YouTube, TikTok, Spotify, Google Drive or a direct media link) into a space; transcription and content generation then run automatically.
- List Clip Suggestions
Returns AI-scored highlight clips for a recording, optionally queueing generation when there are none.
- List Prompts
Returns a space's prompt library, both built-in and custom prompts.
- List Recording Outputs
Returns the AI-generated content for a recording, optionally only one output type.
- List Recordings
Returns recordings newest first, optionally restricted to one space or matched by title, with a cursor for the next page.
- List Recording Speaker Labels
Returns a recording's transcript speaker labels and the space speaker each is assigned to.
- List Spaces
Returns the spaces your API key can access, with each space's id, name and language.
- List Speakers
Returns the speakers in a space.
- Search Content
Searches your transcripts, recordings and generated content and returns matching snippets with recording ids.
- Unassign Speaker Label
Removes a transcript speaker label's assignment on a recording.
- Update Speaker
Updates a speaker's name, email, bio, pronouns, emoji or role.
- Matter Status Updated
Triggers when the status of a matter has changed.
- New Activity
Triggers when a new activity is created.
- New Calendar Entry
Triggers when a new calendar entry is created.
- New Communication
Triggers when a new communication is created.
- New Contact
Triggers when a new contact is created.
- New Matter
Triggers when a new matter is created.
- New Task
Triggers when a new task is created.
- Task Status Updated
Triggers when the status of a task has changed.
- Create Calendar Entry
Creates a new calendar entry.
- Create Communication
Creates a new communication.
- Create Company Contact
Creates a company contact.
- Create Expense Entry (Activity)
Creates a new expense entry.
- Create Matter
Adds a new matter to Clio Manage.
- Create Matter Folder
Creates a new folder in a matter.
- Create Matter Note
Creates a new matter note.
- Create Person Contact
Creates a person contact.
- Create Task
Creates a new task.
- Create Time Entry (Activity)
Creates a new time entry.
- Delete activity
Delete an activity.
- Delete calendar entry
Delete a calendar entry.
- Delete contact
Delete a contact.
- Delete matter
Delete a matter.
- Delete task
Delete a task.
- Find Company Contact
Returns the company contacts that match the search text.
- Find Matter
Returns the matters that match the specified search text and optional filters
- Find Newest Matter by Client Email
Returns the most recently created matter for the client with the given email address.
- 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.
- Find User
Find a user by name.
- Get activity
Fetches an activity (time or expense entry) by ID. An error occurs if the activity is not found.
- Get calendar entry
Returns one calendar entry by id, including summary, start and end times.
- Get communication
Returns one communication by id.
- Get contact
Retrieve a contact (person or company) by id.
- Get document
Retrieve document metadata by id.
- Get matter
Retrieve a matter by id.
- Get task
Retrieve a task by id.
- List activities
List all activities.
- List contacts
List all contacts.
- List practice areas
List practice areas.
- List tasks
List all tasks.
- List users
List firm users.
- Update activity
Update an activity.
- Update calendar entry
Update a calendar entry.
- Update Matter
Update an existing matter.
- Update Person Contact
Updates an existing person contact.
- Update Task
Updates a task.
- Upload Document to Matter
Uploads a file from a URL into a Clio matter's documents and marks it fully uploaded.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Castmagic and Clio, answered
What can start an automation from Castmagic?
Any of Castmagic's 1 trigger in the catalog, including New Recording. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Clio when something happens in Castmagic?
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 it also run from Clio to Castmagic?
Yes. When something happens in Clio, your agent can act in Castmagic too. This page covers both directions: Clio's triggers and Castmagic's actions are listed here as well.
Do I have to build a connector for Castmagic 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 Castmagic 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.