Integration
Connect Clio and Clust
When Matter Status Updated fires in Clio, your agent runs Create Contact in Clust, or New Application Closed in Clust to Create Company Contact in Clio. 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 Clio and Clust 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Clio and Clust can do together
From Clio to Clust
When Matter Status Updated in Clio
then Create Contact in Clust
From Clust to Clio
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 Clust
Triggers and actions 16 triggers · 64 actions
- 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.
- New Application Closed
Triggers when an application is closed.
- New Application Created
Triggers when a new application is created.
- New Application Late
Triggers when an application passes its deadline.
- New Application Progress Stage Changed
Triggers when an application moves to a different stage.
- New Application Submitted
Triggers when an application is submitted.
- New Contact
Triggers when a contact is created.
- New or Updated Application
Triggers when an application is created or changed.
- New or Updated Application Item
Triggers when an item of the chosen application is added or changes status (submitted, approved, completed).
- Approve Application Item
Approves an application item.
- Assign a New Stakeholder to Role
Adds a stakeholder to a role on an existing application.
- Close Application
Closes an application.
- Create Application
Creates an application from a template and invites the contact to fill it in.
- Create Company
Creates a company.
- Create Contact
Creates a contact.
- Create Tag
Creates a tag.
- Delete Application
Deletes an application.
- Delete Contact
Deletes a contact.
- Find Applications
Returns applications matching a status, contact email, external ID or keyword.
- Find Companies
Returns companies matching a keyword.
- Find Contacts
Returns contacts matching an email or keyword.
- Get Application
Returns one application by ID.
- Get Application Item
Returns one application item with its content.
- Get Company
Returns one company by ID.
- Get Contact
Returns one contact by ID.
- Get Template
Returns one application template by ID.
- List Application Items
Returns the items (documents, forms, tasks) of an application.
- List Tags
Returns the team's tags.
- List Team Members
Returns the team's users.
- List Templates
Returns the application templates.
- Reopen Application
Reopens a closed application.
- Submit Application
Submits an application on the client's behalf.
- Update Application
Updates an application's title, stage, deadline, external ID or contact details.
- Update Contact
Updates a contact.
- Update Form Field
Sets the answer of one field in a form item of an application.
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
More from Clio
Clio to PandaDocPandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...
Clio to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clio to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clio to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clio to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Clio to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Clust
ActiveCampaign to ClustActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to ClustOrganize anything with Airtable, a modern database created for everyone.
Asana to ClustAsana is a collaborative information manager for workspace.
ClickUp to ClustClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to ClustBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to ClustCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Clio and Clust, 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 Clust when something happens in Clio?
Any of Clust's 26 actions, including Create Application, Create Company, Create Contact and Create Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clust to Clio?
Yes. When something happens in Clust, your agent can act in Clio too. This page covers both directions: Clust's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or Clust?
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 Clio and Clust 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.