--- title: "Connect Clio and Luxury Presence - APIANT.ai" description: "When \"Matter Status Updated\" fires in Clio, your agent runs \"Add Agents to Office\" in Luxury Presence." canonical: "https://apiant.ai/connect/clio-to-luxury-presence" --- # Connect Clio and Luxury Presence When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Add Agents to Office** in [Luxury Presence](https://apiant.ai/connections/luxury-presence), or **New Agent** in Luxury Presence to **Create Company Contact** in Clio. Describe the whole flow and it is built, tested on every scenario and kept running. Clio **8** triggers Clio **38** actions Luxury Presence **3** triggers Luxury Presence **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clio and Luxury Presence to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Clio and Luxury Presence can do together ### From Clio to Luxury Presence - When **Matter Status Updated** in Clio then **Add Agents to Office** in Luxury Presence - When **New Activity** in Clio then **Create Agent** in Luxury Presence ### From Luxury Presence to Clio - When **New Agent** in Luxury Presence then **Create Company Contact** in Clio - When **New Office** in Luxury Presence 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 Luxury Presence ## Triggers and actions 11 triggers · 62 actions - Trigger **Matter Status Updated** Triggers when the status of a matter has changed. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Calendar Entry** Triggers when a new calendar entry is created. - Trigger **New Communication** Triggers when a new communication is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Matter** Triggers when a new matter is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Task Status Updated** Triggers when the status of a task has changed. - Action **Create Calendar Entry** Creates a new calendar entry. - Action **Create Communication** Creates a new communication. - Action **Create Company Contact** Creates a company contact. - Action **Create Expense Entry (Activity)** Creates a new expense entry. - Action **Create Matter** Adds a new matter to Clio Manage. - Action **Create Matter Folder** Creates a new folder in a matter. - Action **Create Matter Note** Creates a new matter note. - Action **Create Person Contact** Creates a person contact. - Action **Create Task** Creates a new task. - Action **Create Time Entry (Activity)** Creates a new time entry. - Action **Delete activity** Delete an activity. - Action **Delete calendar entry** Delete a calendar entry. - Action **Delete contact** Delete a contact. - Action **Delete matter** Delete a matter. - Action **Delete task** Delete a task. - Action **Find Company Contact** Returns the company contacts that match the search text. - Action **Find Matter** Returns the matters that match the specified search text and optional filters - Action **Find Newest Matter by Client Email** Returns the most recently created matter for the client with the given email address. - Action **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. - Action **Find User** Find a user by name. - Action **Get activity** Fetches an activity (time or expense entry) by ID. An error occurs if the activity is not found. - Action **Get calendar entry** Returns one calendar entry by id, including summary, start and end times. - Action **Get communication** Returns one communication by id. - Action **Get contact** Retrieve a contact (person or company) by id. - Action **Get document** Retrieve document metadata by id. - Action **Get matter** Retrieve a matter by id. - Action **Get task** Retrieve a task by id. - Action **List activities** List all activities. - Action **List contacts** List all contacts. - Action **List practice areas** List practice areas. - Action **List tasks** List all tasks. - Action **List users** List firm users. - Action **Update activity** Update an activity. - Action **Update calendar entry** Update a calendar entry. - Action **Update Matter** Update an existing matter. - Action **Update Person Contact** Updates an existing person contact. - Action **Update Task** Updates a task. - Action **Upload Document to Matter** Uploads a file from a URL into a Clio matter's documents and marks it fully uploaded. - Trigger **New Agent** Triggers when a new agent is added to your Luxury Presence account. - Trigger **New Office** Triggers when a new office is created in your Luxury Presence account. - Trigger **New Team** Triggers when a new team is created in your Luxury Presence account. - Action **Add Agents to Office** Adds one or more agents to an existing office. - Action **Create Agent** Creates a new agent profile on your Luxury Presence website and returns the created agent. - Action **Create Agents (Bulk)** Creates several agents on your Luxury Presence site in one call and returns the created agents. - Action **Create Office** Creates a new office on your Luxury Presence website and returns the created office. - Action **Create Offices (Bulk)** Creates several offices in Luxury Presence in one call and returns the new office records. - Action **Create Team** Creates a new team in Luxury Presence with its name, email, contact details, bio, address and SEO settings, and returns the created team. - Action **Create Teams (Bulk)** Creates several teams at once in your Luxury Presence account and returns the created teams. - Action **Delete Agent Social Link** Removes one social link (such as Facebook or Instagram) from an agent's profile. - Action **Delete Office** Deletes an office from your Luxury Presence account. - Action **Delete Offices (Bulk)** Deletes several offices at once by their ids. - Action **Delete Team** Deletes an existing team from your Luxury Presence account. - Action **Delete Teams (Bulk)** Deletes several teams at once by their IDs. - Action **Get Agent** Returns one agent's profile, including contact details, address, social links, tags and MLS authorizations. - Action **Get Media** Returns a media record (image or video) by its ID, including its format, dimensions, alt text and resized CDN URLs. - Action **Get Office** Returns a single office by its id, including its address, office hours, media and SEO details. - Action **Get Team** Returns a single team by its ID, including its name, contact details, bio, address and tags. - Action **List Agents** Returns the agents on your Luxury Presence site, optionally filtered by search text, tags, external source, external IDs or emails. - Action **List Offices** Returns the offices in your Luxury Presence account, optionally filtered by search text, external source or external IDs. - Action **List Teams** Returns the teams on your Luxury Presence account, optionally filtered by name, email or external ID. - Action **Remove Agents from Office** Removes one or more agents from an office in Luxury Presence. - Action **Remove Agents from Team** Removes one or more agents from a team in Luxury Presence. - Action **Update Agent** Updates an existing agent's profile, contact details, address, social links and office assignments. Only the fields you fill in are changed. - Action **Update Office** Updates an existing office's name, address, contact details, hours, descriptions and SEO settings. Only the fields you fill in are changed. - Action **Update Team** Updates an existing team's name, contact details, address, bio, SEO and website settings. Fields left blank are not changed. ## Each app on its own - [ **Clio** Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do...](https://apiant.ai/connections/clio) - [ **Luxury Presence** Luxury Presence is a software company designed for real estate agents.](https://apiant.ai/connections/luxury-presence) Reviews ## What our customers say ## More from Clio - [ **Clio to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/clio-to-pandadoc) - [ **Clio to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clio-to-hubspot) - [ **Clio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clio-to-salesforce) - [ **Clio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clio-to-slack) - [ **Clio to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clio-to-google-sheets) - [ **Clio to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clio-to-gmail) ## More into Luxury Presence - [ **HubSpot to Luxury Presence** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-luxury-presence) - [ **Google Sheets to Luxury Presence** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-luxury-presence) - [ **Gmail to Luxury Presence** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-luxury-presence) - [ **Google Calendar to Luxury Presence** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-luxury-presence) - [ **Google Drive to Luxury Presence** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-luxury-presence) - [ **ActiveCampaign to Luxury Presence** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-luxury-presence) Questions ## Clio and Luxury Presence, 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 Luxury Presence when something happens in Clio? Any of Luxury Presence's 24 actions, including Create Agent, Create Agents (Bulk), Create Office and Create Offices (Bulk). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Luxury Presence to Clio? Yes. When something happens in Luxury Presence, your agent can act in Clio too. This page covers both directions: Luxury Presence's triggers and Clio's actions are listed here as well. ### ### Do I have to build a connector for Clio or Luxury Presence? 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 Luxury Presence 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.