Integration
Connect Clio and EquipDash
When Matter Status Updated fires in Clio, your agent runs Add Note to Customer in EquipDash, or Booking Status Changed in EquipDash 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 EquipDash 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 EquipDash can do together
From Clio to EquipDash
When Matter Status Updated in Clio
then Add Note to Customer in EquipDash
From EquipDash 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 EquipDash
Triggers and actions 26 triggers · 73 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.
- Booking Cancelled
Triggers when a booking is cancelled.
- Booking Checked In
Triggers when a booking is checked in.
- Booking Picked Up
Triggers when a booking is picked up.
- Booking Returned
Triggers when a booking is returned.
- Booking Status Changed
Triggers when a booking status changes.
- Booking Updated
Triggers when a booking is updated.
- Customer Updated
Triggers when a customer is updated.
- Experience Created
Triggers when a new experience is created.
- Experience Schedule Created
Triggers when an experience schedule is created.
- Experience Updated
Triggers when an experience is updated.
- Inventory Added
Triggers when inventory is added to a product.
- Inventory Updated
Triggers when inventory is updated.
- New Customer
Triggers when a new customer is created.
- Payment Received
Triggers when a payment is received.
- Product Created
Triggers when a new product is created.
- Product Updated
Triggers when a product is updated.
- Promo Code Created
Triggers when a new promo code is created.
- Shift Created
Triggers when a new shift is created.
- Add Inventory to Product
Adds inventory to a product.
- Add Note to Booking
Adds a note to a booking.
- Add Note to Customer
Adds a note to a customer.
- Add Note to Workshop
Adds a note to a workshop item.
- Add Payment to Booking
Adds a payment to a booking.
- Add Pricing to Product
Adds a pricing tier to a product.
- Add Schedule to Experience
Adds a schedule slot to an experience.
- Add to Workshop
Adds an item to the workshop.
- Archive Experience
Archives an experience.
- Archive Product
Archives a product.
- Cancel Booking
Cancels a booking.
- Check Product Availability
Checks availability of a product for given dates.
- Create Booking
Creates a new booking.
- Create Customer
Creates a new customer.
- Create Experience
Creates a new experience.
- Create Experience Category
Creates a new experience category.
- Create Product
Creates a new product.
- Create Product Category
Creates a new product category.
- Create Promo Code
Creates a new promo code.
- Create Shift
Creates a new staff shift.
- Create Tag
Creates a new tag.
- Create Voucher
Creates a new voucher.
- Delete Customer
Deletes a customer.
- Find Customer
Finds a customer.
- Find Experience
Finds a experience.
- Find Product
Finds a product.
- Find Promo Code
Finds a promo code.
- Find Staff
Finds a staff.
- Find Voucher
Finds a voucher.
- Remove From Workshop
Removes an item from the workshop.
- Update Booking Status
Updates the status of a booking.
- Update Customer
Updates a customer.
- Update Experience
Updates an experience.
- Update Product
Updates a product.
- Update Tags on Booking
Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
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 EquipDash, 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 EquipDash when something happens in Clio?
Any of EquipDash's 35 actions, including Create Booking, Create Customer, Create Experience and Create Experience Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EquipDash to Clio?
Yes. When something happens in EquipDash, your agent can act in Clio too. This page covers both directions: EquipDash's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or EquipDash?
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.