--- title: "Connect Checkvist and Clio - APIANT.ai" description: "When \"New List\" fires in Checkvist, your agent runs \"Create Company Contact\" in Clio, or \"Matter Status Updated\" in Clio to \"Create Task Note\" in Checkvist." canonical: "https://apiant.ai/connect/checkvist-to-clio" --- # Connect Checkvist and Clio When **New List** fires in [Checkvist](https://apiant.ai/connections/checkvist), your agent runs **Create Company Contact** in [Clio](https://apiant.ai/connections/clio), or **Matter Status Updated** in Clio to **Create Task Note** in Checkvist. Describe the whole flow and it is built, tested on every scenario and kept running. Checkvist **2** triggers Checkvist **15** actions 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 Checkvist 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) Example flows ## What Checkvist and Clio can do together ### From Checkvist to Clio - When **New List** in Checkvist then **Create Company Contact** in Clio - When **New List Item** in Checkvist then **Create Person Contact** in Clio ### From Clio to Checkvist - When **Matter Status Updated** in Clio then **Create Task Note** in Checkvist - When **New Activity** in Clio then **Close Task** in Checkvist 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 Checkvist and Clio ## Triggers and actions 10 triggers · 53 actions - Trigger **New List** Triggered when a new checklist is created in Checkvist. - Trigger **New List Item** Triggered when a new item is added to the chosen Checkvist checklist. - Action **Close Task** Marks a task in a Checkvist checklist as closed (done) and returns the updated task. - Action **Create List Item** Adds a new item (task) to a Checkvist checklist and returns the created item. - Action **Create New List** Creates a new Checkvist checklist and returns it. - Action **Create Several List Items** Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items. - Action **Create Task Note** Adds a note (comment) to a task in a Checkvist checklist and returns the new note. - Action **Delete Checklist** Deletes a Checkvist checklist and returns the deleted list. - Action **Delete List Item** Deletes an item (task) from a Checkvist checklist and returns the deleted item. - Action **Get Checklist** Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts. - Action **Get List Item** Returns a single item (task) from a Checkvist checklist, optionally with its notes. - Action **List Checklists** Returns the Checkvist checklists the connected account can see. - Action **List List Items** Returns the items (tasks) in a Checkvist checklist. - Action **List Task Notes** Returns the notes (comments) on a task in a Checkvist checklist. - Action **Reopen Task** Reopens a closed task in a Checkvist checklist and returns the updated task. - Action **Update Checklist** Updates a Checkvist checklist's name or sharing setting and returns the updated list. - Action **Update List Item** Updates an item (task) in a Checkvist checklist and returns the updated item. - 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 - [ **Checkvist** Keyboard driven online outliner and task manager for teams and individuals.](https://apiant.ai/connections/checkvist) - [ **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 Checkvist - [ **Checkvist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/checkvist-to-hubspot) - [ **Checkvist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/checkvist-to-salesforce) - [ **Checkvist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/checkvist-to-slack) - [ **Checkvist to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/checkvist-to-google-sheets) - [ **Checkvist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/checkvist-to-gmail) - [ **Checkvist to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/checkvist-to-google-calendar) ## More into Clio - [ **capture to Clio** capture is a service that is your AI's long-term memory.](https://apiant.ai/connect/capture-to-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) Questions ## Checkvist and Clio, answered ### ### What can start an automation from Checkvist? Any of Checkvist's 2 triggers in the catalog, including New List and New List Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clio when something happens in Checkvist? 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 Checkvist? Yes. When something happens in Clio, your agent can act in Checkvist too. This page covers both directions: Clio's triggers and Checkvist's actions are listed here as well. ### ### Do I have to build a connector for Checkvist 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 Checkvist 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.