Integration
Connect Clio and LearningSuite
When Matter Status Updated fires in Clio, your agent runs Add Community Badges to User in LearningSuite, or Bundle Created in LearningSuite 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 LearningSuite 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 LearningSuite can do together
From Clio to LearningSuite
When Matter Status Updated in Clio
then Add Community Badges to User in LearningSuite
From LearningSuite 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 LearningSuite
Triggers and actions 17 triggers · 80 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.
- Bundle Created
Triggers when a new bundle is created.
- Custom Popup Created
Triggers when a new custom popup is added.
- Group Created
Triggers when a new group is created in your LearningSuite academy.
- Member Created
Triggers when a new member is added.
- New Community Area
Triggers when a new community area is created.
- New Community Badge
Triggers when a new community badge is created.
- New Community Forum
Triggers when a new community forum is created.
- Team Member Created
Triggers when a new team member (admin-zone user) is added.
- User Not Logged in for More Than X Days
Triggers once for each member who has not logged in for at least the given number of days.
- Activate/Deactivate Member
Activates or deactivates a member's LearningSuite account.
- Add Community Badges to User
Assigns community badges to a user.
- Append Custom Field Files
Appends a file, fetched from a public URL, to a user's file custom field.
- Change Module Access for Member
Overrides how a specific module of a course is unlocked for one member.
- Create Webhook Subscription
Creates a LearningSuite webhook subscription that sends events of the chosen type to a URL.
- Delete Group
Deletes a group.
- Delete Member
Permanently deletes a member.
- Delete Popup Trigger
Removes a pending popup for a member so it is no longer shown.
- Find Group
Finds groups by name.
- Find Member by Email
Finds a member by email address.
- Find Member by ID
Finds a member by ID.
- Find Team Member by Email
Finds a team member (admin-zone user) by email.
- Find Team Member by ID
Finds a team member (admin-zone user) by ID.
- Get Bundles of Member
Returns the bundles a member has, with access details.
- Get Community Areas
Returns community areas.
- Get Community Forums
Returns community forums, optionally only those in one area.
- Get Community Posts
Returns published community posts, optionally filtered by area or forum.
- Get Course Information of Member
Returns whether a member has access to a course and their progress and learning time in it.
- Get Course Progress of Member
Returns a member's overall progress in a course, in percent.
- Get Courses From Member
Returns the courses a member is enrolled in, with access and progress.
- Get Custom Field Store for User
Returns a user's whole custom field store: all values, metadata and profiles.
- Get Custom Field Values for an User
Returns all custom field values of a user, for one profile.
- Get Lesson Progress of Member
Returns a member's progress in one lesson of a course, in percent.
- Get Members
Returns members, optionally filtered by creation date or days since last login.
- Get Members of Course
Returns the members of a course with their access, and optionally their progress.
- Get Module Progress of Member
Returns a member's progress in one module of a course, in percent.
- Get Modules of Course
Returns the modules of a course with their default content drip.
- Get Modules of Course for Member
Returns the modules of a course with what one member can see and when.
- Get Published Courses
Returns every published course in your LearningSuite academy, with its name, description and publish date.
- Get Team Members
Returns team members (users with admin-zone access).
- Give Hub Access
Gives members, groups or bundles access to a hub.
- Remove Community Badges From User
Removes community badges from a user.
- Remove Courses From Member
Removes a member's access to courses.
- Remove Hub Access
Removes members, groups or bundles from a hub.
- Remove Member From Bundles
Removes a member's access to bundles.
- Remove Members From Groups
Removes members from groups.
- Require User by ID
Returns a member by ID and fails the step when no such member exists.
- Send Login Information
Emails a user their login link.
- Send Push Notifications
Sends a push notification to users and group members logged into your custom LearningSuite mobile app.
- Trigger Popup
Shows a custom popup to a member.
- Update Lesson
Renames a lesson or changes its visibility.
- Update User Data
Updates a member's profile fields.
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 LearningSuite, 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 LearningSuite when something happens in Clio?
Any of LearningSuite's 42 actions, including Create Webhook Subscription, Send Login Information, Send Push Notifications and Update Lesson. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LearningSuite to Clio?
Yes. When something happens in LearningSuite, your agent can act in Clio too. This page covers both directions: LearningSuite's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or LearningSuite?
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 LearningSuite 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.