Integration
Connect Clio and CodeQR - Link and QR Analytics
When something happens in Clio or CodeQR - Link and QR Analytics, your agent does the next thing in the other. Describe it 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 CodeQR - Link and QR Analytics to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Clio and CodeQR - Link and QR Analytics can do together
From Clio to CodeQR - Link and QR Analytics
When New Activity in Clio
then Add tag in CodeQR - Link and QR Analytics
When New Calendar Entry in Clio
then Create a Link in CodeQR - Link and QR Analytics
From CodeQR - Link and QR Analytics to Clio
When New Link in CodeQR - Link and QR Analytics
then Create Calendar Entry in Clio
When New Link in CodeQR - Link and QR Analytics
then Create Communication in 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 CodeQR - Link and QR Analytics
Triggers and actions 8 triggers · 47 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar EntryTriggers when a new calendar entry is created.
Trigger
New CommunicationTriggers when a new communication is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New MatterTriggers when a new matter is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Task Status UpdatedTriggers when the status of a task has changed.
Action
Create Calendar EntryCreates a new calendar entry.
Action
Create CommunicationCreates a new communication.
Action
Create Company ContactCreates a company contact.
Action
Create Expense Entry (Activity)Creates a new expense entry.
Action
Create MatterAdds a new matter to Clio Manage.
Action
Create Matter FolderCreates a new folder in a matter.
Action
Create Matter NoteCreates a new matter note.
Action
Create Person ContactCreates a person contact.
Action
Create TaskCreates a new task.
Action
Create Time Entry (Activity)Creates a new time entry.
Action
Delete activityDelete an activity.
Action
Delete calendar entryDelete a calendar entry.
Action
Delete contactDelete a contact.
Action
Delete matterDelete a matter.
Action
Delete taskDelete a task.
Action
Find Company ContactReturns the company contacts that match the search text.
Action
Find MatterReturns the matters that match the specified search text and optional filters
Action
Find Newest Matter by Client EmailReturns the most recently created matter for the client with the given email address.
Action
Find Person ContactFind 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 UserFind a user by name.
Action
Get activityFetches an activity (time or expense entry) by ID. An error occurs if the activity is not found.
Action
Get calendar entryReturns one calendar entry by id, including summary, start and end times.
Action
Get communicationReturns one communication by id.
Action
Get contactRetrieve a contact (person or company) by id.
Action
Get documentRetrieve document metadata by id.
Action
Get matterRetrieve a matter by id.
Action
Get taskRetrieve a task by id.
Action
List activitiesList all activities.
Action
List contactsList all contacts.
Action
List practice areasList practice areas.
Action
List tasksList all tasks.
Action
List usersList firm users.
Action
Update activityUpdate an activity.
Action
Update calendar entryUpdate a calendar entry.
Action
Update MatterUpdate an existing matter.
Action
Update Person ContactUpdates an existing person contact.
Action
Update TaskUpdates a task.
Trigger
New LinkTriggers when a new link is created.
Action
Add tagCreate a new tag in the workspace.
Action
Create a LinkCreates a new short link.
Action
Create a QR CodeCreates a new QR Code.
Action
Delete LinkDeletes a short link.
Action
Delete QR CodeDeletes a QR Code Action
Action
Retrieve a QR CodeRetrieves the info for a QR Code.
Action
Retrieve LinkRetrieve the info for a link.
Action
Update linkUpdate a link in the workspace.
Action
Update QR codeUpdate a QR Code.
Action
Update tagUpdate a tag.
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 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
Clio to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Clio to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into CodeQR - Link and QR Analytics
ActiveCampaign to CodeQR - Link and QR AnalyticsActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to CodeQR - Link and QR AnalyticsOrganize anything with Airtable, a modern database created for everyone.
Asana to CodeQR - Link and QR AnalyticsAsana is a collaborative information manager for workspace.
ClickUp to CodeQR - Link and QR AnalyticsClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to CodeQR - Link and QR AnalyticsBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to CodeQR - Link and QR AnalyticsCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Clio and CodeQR - Link and QR Analytics, answered
What can start an automation from Clio?
Any of Clio's 7 triggers in the catalog, including New Activity, New Calendar Entry, New Communication and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CodeQR - Link and QR Analytics when something happens in Clio?
Any of CodeQR - Link and QR Analytics's 10 actions, including Create a Link, Create a QR Code, Update link and Update QR code. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CodeQR - Link and QR Analytics to Clio?
Yes. When something happens in CodeQR - Link and QR Analytics, your agent can act in Clio too. This page covers both directions: CodeQR - Link and QR Analytics's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or CodeQR - Link and QR Analytics?
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.