Integration
Connect Clio and ManyContacts
When Matter Status Updated fires in Clio, your agent runs Add Contact Custom Field in ManyContacts, or Contact Created in ManyContacts 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 ManyContacts 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 ManyContacts can do together
From Clio to ManyContacts
When Matter Status Updated in Clio
then Add Contact Custom Field in ManyContacts
From ManyContacts 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 ManyContacts
Triggers and actions 9 triggers · 67 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.
- Contact Created
Triggers when a new contact appears in ManyContacts.
- Add Contact Custom Field
Creates or updates one custom field value on a ManyContacts contact.
- Add Contact Tag
Adds a tag to a ManyContacts contact and returns the contact with its tags.
- Add Contact Tag by Name
Adds a tag by name to the ManyContacts contact with a phone number, creating the tag and the contact if they do not exist.
- Add Contact to Team
Adds a ManyContacts contact to a team and returns the contact.
- Add Internal Note Contact
Adds an internal note to a contact's conversation in ManyContacts; the note is not sent to the customer.
- Assign Contact
Assigns a ManyContacts contact to a user (agent) and returns the updated contact.
- Close Conversation
Closes a ManyContacts contact's conversation and returns the updated contact.
- Contact Create or Update
Creates a ManyContacts contact for a phone number, or updates the existing one's name, email, notes and conversation status.
- Create Contact
Creates a ManyContacts contact from a phone number, or returns the existing contact with that number.
- Create Tag
Creates a ManyContacts tag with a name and optional color.
- Delete Tag
Deletes a ManyContacts tag.
- Find Contact by Phone
Finds a ManyContacts contact by phone number. Returns empty fields when no contact has that number.
- Get Contact
Returns a ManyContacts contact by its ID, including name, phone number, email, conversation status, custom fields and tags.
- List Contacts
Returns ManyContacts contacts, optionally filtered by assignment, closed status, assigned users or tags.
- List Tags
Returns ManyContacts tags, optionally filtered by part of the name.
- List Teams
Returns the ManyContacts organization's teams with their members.
- List Templates
Returns the approved, visible WhatsApp templates in ManyContacts.
- List Users
Returns the ManyContacts organization's users (agents), including whether each is an AI agent.
- Move Contact to Stage
Moves the ManyContacts contact with a phone number to a stage of the default pipeline, by the stage's position.
- Open Conversation
Reopens a ManyContacts contact's conversation and returns the updated contact.
- Remove Contact from Team
Removes a ManyContacts contact from a team and returns the contact.
- Remove Contact Tag
Removes a tag from a ManyContacts contact and returns the contact with its remaining tags.
- Send Interactive Message
Sends a WhatsApp message with 1-3 reply buttons, or an option list for 4-10 choices, to a contact who wrote within the last 24 hours.
- Send Template Message
Sends a Meta-approved WhatsApp template to a phone number, filling its header, body and button variables.
- Send WhatsApp Message
Sends a WhatsApp text message to a contact by phone number or contact ID. A contact is created if the number is new.
- Start Chatbot
Sends the chatbot's first message to a ManyContacts contact.
- Unassign Contact
Removes the user assignment from a ManyContacts contact and returns the updated contact.
- Update Contact
Updates a ManyContacts contact's name, phone number, email, notes, conversation status or lock.
- Update Tag
Renames or recolors a ManyContacts tag.
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
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Questions
Clio and ManyContacts, 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 ManyContacts when something happens in Clio?
Any of ManyContacts's 29 actions, including Create Contact, Create Tag, Send Interactive Message and Send Template Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ManyContacts to Clio?
Yes. When something happens in ManyContacts, your agent can act in Clio too. This page covers both directions: ManyContacts's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or ManyContacts?
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 ManyContacts 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.