Integration
Connect Clio and MailUp
When something happens in Clio or MailUp, your agent does the next thing in the other. Describe it 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 MailUp to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 MailUp can do together
From Clio to MailUp
When Matter Status Updated in Clio
then Add list in MailUp
From MailUp 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 MailUp
Triggers and actions 12 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.
- New Email Message in List
A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific.
- New Group
New group added to the specified list. MailUp is a multi-list environment and groups are list-specific.
- New Recipient Subscribed
There is a new subscriber in the specified list. MailUp is a multi-list environment.
- New Recipient Unsubscribed
A recipient unsubscribed from the specified list. MailUp is a multi-list environment.
- Add list
Create a new list. POST Console/List
- Add Recipient to Group
Add recipient to the specified group on the list.
- Add Recipient to List
Adds a new recipient to the specified list as a subscriber.
- Create New Email Message
Create a new email message on the specified list.
- Create New Group
Add a new group to the specified list. MailUp is a multi-list environment.
- Delete email message
Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message}
- Delete group
Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group}
- Delete list
Delete a list. DELETE Console/List/{id_List}
- Get email message
Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message}
- Get list
Retrieve list details by id. GET Console/List/{id_List}
- List email messages
Retrieve email messages of a list. GET Console/List/{id_List}/Emails
- List Email Message Sendings
lists the sendings (send tasks, with recipients count and status) created for an email message.
- List Group Recipients
Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields.
- List groups
Retrieve groups of a list. GET Console/List/{id_List}/Groups
- List lists
Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc
- List subscribed recipients
Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed
- Remove recipient from group
Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient}
- Remove Recipient From List
This method unsubscribe the given recipient from the specified list.
- Send Message to Email Address
Sends the specified message (previously created in MailUp in the specified List) to the email address specified.
- Send Message to Group
Send a message to a predefined group in the specified list.
- Send message to list
Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send
- Unsubscribe recipient from list
Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient}
- Update email message
Modify an email message. PUT Console/List/{id_List}/Email/{id_Message}
- Update group
Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group}
- Update list
Modify details of a list. PUT Console/List/{id_List}
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 MailUp, 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 MailUp when something happens in Clio?
Any of MailUp's 25 actions, including Create New Email Message, Create New Group, Send Message to Email Address and Send Message to Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MailUp to Clio?
Yes. When something happens in MailUp, your agent can act in Clio too. This page covers both directions: MailUp's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or MailUp?
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.
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.