# Connect Clio to BrasilAPI When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Get address by CEP** in [BrasilAPI](https://apiant.ai/connections/brasilapi). Describe the whole flow and it is built, tested on every scenario and kept running. Clio **8** triggers Clio **38** actions BrasilAPI **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clio and BrasilAPI to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Clio can start in BrasilAPI - When **Matter Status Updated** in Clio then **Get address by CEP** in BrasilAPI - When **New Activity** in Clio then **Get area code info** in BrasilAPI 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 Clio and BrasilAPI ## Triggers and actions 8 triggers · 58 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. - Action **Get address by CEP** Look up a Brazilian postal code (CEP) and return the matching street, neighborhood, city, and state. - Action **Get area code info** Look up a Brazilian telephone area code (DDD) and return its state and covered cities. - Action **Get bank by code** Look up a single Brazilian bank's details by its Central Bank code. - Action **Get book info by ISBN** Look up a book's title, author, and publisher information by its ISBN. - Action **Get company info by CNPJ** Look up complete Brazilian company registration data (status, address, partners, activities) from the Receita Federal by CNPJ number. - Action **Get domain registration info** Look up a.br domain's registration status and expiration date from Registro.br. - Action **Get exchange rate** Get the Central Bank's official exchange rate (buy/sell) for a given currency on a given date. - Action **Get interest rate by index** Get the current value of a Brazilian reference interest/inflation rate (e.g. SELIC, CDI) by its acronym. - Action **Get investment fund info by CNPJ** Look up an investment fund registered with the CVM (securities regulator) by its CNPJ. - Action **Get national holidays by year** List Brazil's national public holidays for a given year. - Action **Get NCM info by code** Look up a Mercosur Common Nomenclature (NCM) tax classification code and return its description. - Action **Get TUSS procedure code info** Look up a TUSS (Unified Terminology for Health Supplies) procedure or item code and return its description. - Action **Get weather forecast by city code** Get the multi-day weather forecast for a Brazilian city from CPTEC by its city code. - Action **List B3 stocks** List publicly traded stock tickers on Brazil's B3 stock exchange. - Action **List banks** List all Brazilian banks registered with the Central Bank, with their codes and names. - Action **List Brazilian states** List Brazil's states (UFs) with their codes and regions, per IBGE. - Action **List currencies** List the foreign currencies available for exchange rate lookups. - Action **List hospitals** List public hospitals registered in Brazil's national health facility registry (CNES). - Action **List municipalities by state** List all municipalities (cities) within a Brazilian state, per IBGE. - Action **List PIX participants** List the financial institutions participating in Brazil's PIX instant payment system. ## Each app on its own - [ **Clio** Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do...](https://apiant.ai/connections/clio) - [ **BrasilAPI** Community-driven open API for Brazilian public data.](https://apiant.ai/connections/brasilapi) Reviews ## What our customers say ## More from Clio - [ **Clio to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clio-to-hubspot) - [ **Clio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clio-to-salesforce) - [ **Clio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clio-to-slack) - [ **Clio to Google Sheets** Google Sheets](https://apiant.ai/connect/clio-to-google-sheets) - [ **Clio to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clio-to-gmail) - [ **Clio to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clio-to-google-calendar) ## More into BrasilAPI - [ **HubSpot to BrasilAPI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-brasilapi) - [ **Salesforce to BrasilAPI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-brasilapi) - [ **Slack to BrasilAPI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-brasilapi) - [ **Google Sheets to BrasilAPI** Google Sheets](https://apiant.ai/connect/google-sheets-to-brasilapi) - [ **Gmail to BrasilAPI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-brasilapi) - [ **Google Calendar to BrasilAPI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-brasilapi) Questions ## Clio and BrasilAPI, answered ### ### 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 BrasilAPI when something happens in Clio? Any of BrasilAPI's 20 actions, including Get address by CEP, Get area code info, Get bank by code and Get book info by ISBN. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BrasilAPI to Clio? BrasilAPI has no triggers in the catalog today, so automations start in Clio. If you need the other direction, ask: your agent reads BrasilAPI's API documentation and adds it. ### ### Do I have to build a connector for Clio or BrasilAPI? 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. ### ### 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.