Integration
Connect Clio and FreeScout
When Matter Status Updated fires in Clio, your agent runs Create Customer in FreeScout, or Conversation Created in FreeScout 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 FreeScout 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 FreeScout can do together
From Clio to FreeScout
When Matter Status Updated in Clio
then Create Customer in FreeScout
From FreeScout 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 FreeScout
Triggers and actions 11 triggers · 63 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.
- Conversation Created
Triggers when a new conversation is created in FreeScout.
- New Customer
Triggers when a new customer is created in FreeScout.
- New or Updated Conversation
Triggers when a FreeScout conversation is created or updated.
- Create Customer
Creates a FreeScout customer. If a customer with the email already exists, none is created.
- Create Thread
Adds a customer reply, agent reply or internal note to a FreeScout conversation.
- Create Timelog
Logs a finished time entry of the given duration on a FreeScout conversation (Time Tracking module).
- Create User
Creates a regular FreeScout user (no invitation email; no mailbox access by default).
- Delete Conversation
Deletes a FreeScout conversation permanently.
- Delete User
Deletes a FreeScout user.
- Get Conversation
Returns one FreeScout conversation by ID, with its threads and tags.
- Get Current User
Returns the FreeScout user who owns the API key (works only with a per-user API key).
- Get Customer
Returns one FreeScout customer by ID, with their name, company, emails and phones.
- Get Report
Returns metrics and chart data for a FreeScout report (conversations, productivity, satisfaction or time); requires the Reports module.
- Get User
Returns one FreeScout user by ID.
- List Conversations
Returns FreeScout conversations matching the filters you give, newest first.
- List Conversation Timelogs
Returns the time-tracking entries logged on a FreeScout conversation (Time Tracking module).
- List Customers
Returns FreeScout customers matching the filters you give, such as email or name.
- List Mailbox Custom Fields
Returns the custom fields defined for a FreeScout mailbox.
- List Mailboxes
Returns the FreeScout mailboxes, optionally only those a given user can access.
- List Mailbox Folders
Returns the folders of a FreeScout mailbox with their conversation counts.
- List Tags
Returns FreeScout tags, optionally only the tags on one conversation.
- List Timelogs
Returns FreeScout time-tracking entries, optionally filtered by conversation, user and date range.
- List Users
Returns FreeScout users, optionally looked up by email.
- Update Conversation
Changes a FreeScout conversation's status, assignee, mailbox, customer or subject.
- Update Conversation Custom Fields
Sets one custom field value on a FreeScout conversation. For a dropdown field, pass the option's ID.
- Update Conversation Tags
Replaces all tags on a FreeScout conversation with the list you give; missing tags are created, and an empty list removes all tags.
- Update Customer
Updates a FreeScout customer's name, contact details, company or notes.
- Update Customer Fields
Sets one customer field value on a FreeScout customer (Customer Fields module).
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
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Questions
Clio and FreeScout, 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 FreeScout when something happens in Clio?
Any of FreeScout's 25 actions, including Create Customer, Create Thread, Create Timelog and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FreeScout to Clio?
Yes. When something happens in FreeScout, your agent can act in Clio too. This page covers both directions: FreeScout's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or FreeScout?
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 FreeScout 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.