Integration
Connect Clio and Discord
When Matter Status Updated fires in Clio, your agent runs Send Channel Message in Discord, or New Forum Message in Discord 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 Discord 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 Clio and Discord can do together
From Clio to Discord
When Matter Status Updated in Clio
then Send Channel Message in Discord
From Discord 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 Discord
Triggers and actions 15 triggers · 60 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 Forum Message
Triggers when a new Message is created on a Forum Post.
- New Forum Post
Triggers when a new Post is created on a Forum.
- New Mention
Triggers when a User or Role is mentioned.
- New Message Posted to Channel
Triggers when a new message is posted to a specific text channel.
- New Reaction on Message
Triggers when a new Reaction is added to a Message.
- New User Added
Triggers when a new user joins the Discord Server.
- Role Assigned to User
Triggers when a role is assigned to a user.
- Add Reaction to Message
React to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger.
- Add Role
assign a role to a user
- Create Channel
Create a new channel in a server.
- Create new Forum Post
Create a new Post on a Forum Channel.
- Create Role
Create a new role in a server.
- Delete Channel
Delete or close a channel.
- Delete Message
Delete a message from a channel.
- Find Channel
Find an existing channel by name.
- Find User
Find an existing user by name.
- Get Message
Retrieve a specific message from a channel by id.
- Get Server Member
Get one member of a Discord server, including the roles they currently hold.
- List Active Threads
List the threads and forum posts currently active in a Discord server.
- List Messages
List the most recent messages in a Discord channel, newest first.
- List Reactions
List the people who reacted to a message with a given emoji.
- List Roles
List every role defined in a Discord server, so you can pick the Role ID an operation needs.
- List Servers
List the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for.
- Remove User Role
Remove a chosen role from the specified user.
- Rename Channel
Rename a channel to a specific name you choose.
- Send Channel Message
Post a new message to a specific #channel you choose.
- Send Direct Message
Send a direct message to a specific user.
- Send message in Forum Post
Send a new message in a specific Forum Post.
- Update Message
Edit the content of a previously sent message.
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
Clio and Discord, 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 Discord when something happens in Clio?
Any of Discord's 22 actions, including Create Channel, Create new Forum Post, Create Role and Send Channel Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Discord to Clio?
Yes. When something happens in Discord, your agent can act in Clio too. This page covers both directions: Discord's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or Discord?
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 Discord 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.