Integration
Connect Clio and LightSpeed VT
When Matter Status Updated fires in Clio, your agent runs Find Email in LightSpeed VT, or Location Created in LightSpeed VT 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 LightSpeed VT 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 LightSpeed VT can do together
From Clio to LightSpeed VT
When Matter Status Updated in Clio
then Find Email in LightSpeed VT
When New Activity in Clio
then List User Completed Courses in LightSpeed VT
From LightSpeed VT to Clio
When Location Created in LightSpeed VT
then Create Company Contact in Clio
When Location Updated in LightSpeed VT
then Create Person Contact in 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 LightSpeed VT
Triggers and actions 13 triggers · 52 actions
Trigger
Matter Status UpdatedTriggers when the status of a matter has changed.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar EntryTriggers when a new calendar entry is created.
Trigger
New CommunicationTriggers when a new communication is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New MatterTriggers when a new matter is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Task Status UpdatedTriggers when the status of a task has changed.
Action
Create Calendar EntryCreates a new calendar entry.
Action
Create CommunicationCreates a new communication.
Action
Create Company ContactCreates a company contact.
Action
Create Expense Entry (Activity)Creates a new expense entry.
Action
Create MatterAdds a new matter to Clio Manage.
Action
Create Matter FolderCreates a new folder in a matter.
Action
Create Matter NoteCreates a new matter note.
Action
Create Person ContactCreates a person contact.
Action
Create TaskCreates a new task.
Action
Create Time Entry (Activity)Creates a new time entry.
Action
Delete activityDelete an activity.
Action
Delete calendar entryDelete a calendar entry.
Action
Delete contactDelete a contact.
Action
Delete matterDelete a matter.
Action
Delete taskDelete a task.
Action
Find Company ContactReturns the company contacts that match the search text.
Action
Find MatterReturns the matters that match the specified search text and optional filters
Action
Find Newest Matter by Client EmailReturns the most recently created matter for the client with the given email address.
Action
Find Person ContactFind 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.
Action
Find UserFind a user by name.
Action
Get activityFetches an activity (time or expense entry) by ID. An error occurs if the activity is not found.
Action
Get calendar entryReturns one calendar entry by id, including summary, start and end times.
Action
Get communicationReturns one communication by id.
Action
Get contactRetrieve a contact (person or company) by id.
Action
Get documentRetrieve document metadata by id.
Action
Get matterRetrieve a matter by id.
Action
Get taskRetrieve a task by id.
Action
List activitiesList all activities.
Action
List contactsList all contacts.
Action
List practice areasList practice areas.
Action
List tasksList all tasks.
Action
List usersList firm users.
Action
Update activityUpdate an activity.
Action
Update calendar entryUpdate a calendar entry.
Action
Update MatterUpdate an existing matter.
Action
Update Person ContactUpdates an existing person contact.
Action
Update TaskUpdates a task.
Action
Upload Document to MatterUploads a file from a URL into a Clio matter's documents and marks it fully uploaded.
Trigger
Access InfoTriggers when a user signs in to LightSpeed VT.
Trigger
Location CreatedTriggers when a new location is added in LightSpeed VT.
Trigger
Location UpdatedTriggers when a location's name, status or vendor ID changes in LightSpeed VT.
Trigger
User CreatedTriggers when a new user is created in LightSpeed VT.
Trigger
User UpdatedTriggers when a user's details change in LightSpeed VT.
Action
Deduct Leaderboard PointsDeducts points from a user's leaderboard tally.
Action
Find EmailFinds the user who has a given email address.
Action
Find UserChecks whether a username is still free to use before you create a user with it.
Action
Get CourseReturns a course by course ID.
Action
Get Leaderboard Total PointsReturns a user's leaderboard points total.
Action
Get LocationReturns a location by location ID.
Action
Get UserReturns a user by user ID.
Action
Get User Login URLReturns a single sign-on URL that signs a user straight into their LightSpeed VT training.
Action
List CoursesReturns the courses available in your system.
Action
List Job PositionsReturns the job positions in your system.
Action
List LocationsReturns the locations in your LightSpeed VT system.
Action
List TeamsReturns the teams, optionally in one location.
Action
List User Completed CoursesReturns the courses a user has completed.
Action
Set User LeaderBoard Points by User IDAdds points to a user's leaderboard tally.
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
More from Clio
Clio to PandaDocPandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...
Clio to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clio to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clio to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clio to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Clio to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into LightSpeed VT
HubSpot to LightSpeed VTHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to LightSpeed VTGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to LightSpeed VTGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to LightSpeed VTGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to LightSpeed VTGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to LightSpeed VTActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Clio and LightSpeed VT, 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 LightSpeed VT when something happens in Clio?
Any of LightSpeed VT's 14 actions, including List User Completed Courses, Deduct Leaderboard Points, Find Email and Find User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LightSpeed VT to Clio?
Yes. When something happens in LightSpeed VT, your agent can act in Clio too. This page covers both directions: LightSpeed VT's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or LightSpeed VT?
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 LightSpeed VT 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.