Integration
Connect Clio and eSputnik
When Matter Status Updated fires in Clio, your agent runs Add contact to segment in eSputnik, or New Contact in eSputnik 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 eSputnik 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 eSputnik can do together
From Clio to eSputnik
When Matter Status Updated in Clio
then Add contact to segment in eSputnik
From eSputnik 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 eSputnik
Triggers and actions 10 triggers · 50 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 Contact
Triggered when a new contact is created in eSputnik, optionally limited to contacts matching the details you enter.
- New Contact in Segment
Triggers when a contact is added to the eSputnik segment you choose.
- Add contact to segment
Adds one or more contacts to a static segment in eSputnik, identified by contact IDs or external customer IDs.
- Add emails to unsubscribed list
Adds one or more email addresses to the eSputnik list of unsubscribed contacts.
- Add/Update Contact
Adds a new contact or updates the existing matching contact, including its channels, address and additional fields, and returns the contact's ID.
- Delete contact
Deletes a contact by its eSputnik contact ID, optionally erasing all of the contact's data permanently.
- Delete contact from segment
Removes one or more contacts from a static segment, identified by their eSputnik contact IDs or external customer IDs.
- Find contacts
Returns up to 500 contacts that match the specified external ID, email address, phone number, first name or last name.
- Get contact
Returns an eSputnik contact by ID, including its channels, address, segments and additional field values. An error occurs if the contact is not found.
- List segments
Returns the contact segments in the eSputnik account, optionally narrowed by name, with each segment's id, name and type.
- Send Email
Sends an email message to one or more recipients. A new contact is created for any address that does not already exist in eSputnik.
- Send Event
Sends a backend event for a contact to eSputnik, where it can start workflows and supply dynamic content for messages.
- Send Viber message
Sends a Viber message to a list of phone numbers or to a segment, and returns the queueing result for each recipient. A new contact is created for a phone number that does not exist yet.
- Subscribe Contact
Subscribes a contact through a double opt-in flow, creating an unconfirmed contact if none exists or updating the existing one, and returns the contact's ID and email subscription status.
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 eSputnik, 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 eSputnik when something happens in Clio?
Any of eSputnik's 12 actions, including Send Email, Send Event, Send Viber message and Add contact to segment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from eSputnik to Clio?
Yes. When something happens in eSputnik, your agent can act in Clio too. This page covers both directions: eSputnik's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or eSputnik?
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 eSputnik 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.