--- title: "Connect Clio and Metricool - APIANT.ai" description: "When \"Matter Status Updated\" fires in Clio, your agent runs \"Add Post to Autolist\" in Metricool." canonical: "https://apiant.ai/connect/clio-to-metricool" --- # Connect Clio and Metricool When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Add Post to Autolist** in [Metricool](https://apiant.ai/connections/metricool), or **New GMB Review** in Metricool 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 Metricool **3** triggers Metricool **6** 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 Metricool 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 Metricool can do together ### From Clio to Metricool - When **Matter Status Updated** in Clio then **Add Post to Autolist** in Metricool - When **New Activity** in Clio then **Reply Post Comment** in Metricool ### From Metricool to Clio - When **New GMB Review** in Metricool then **Create Company Contact** in Clio - When **New Inbox Conversation (By Network)** in Metricool 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 Metricool ## Triggers and actions 11 triggers · 44 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 GMB Review** Triggers when a new review is posted on the brand's Google Business Profile. - Trigger **New Inbox Conversation (By Network)** Triggers when a new conversation appears in the Metricool inbox for the chosen social network. - Trigger **New Post Comment (By Network)** Triggers when a post on the chosen social network receives a new comment in the Metricool inbox. - Action **Add Post to Autolist** Adds a new post to one of your Metricool autolists. - Action **Get Your Network Metrics Daily** Returns the day's metric values for one of your connected networks (category), such as followers or posts. - Action **Reply Conversation** Sends a reply message in a Metricool Inbox conversation on a connected social network. - Action **Reply GMB Review** Publishes a reply to a Google Business Profile review, replacing any existing reply. - Action **Reply Post Comment** Replies to a comment on a social post from the Metricool Inbox. - Action **Schedule Post** Creates a scheduled post in the Metricool planner for one or more connected social networks. ## 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) - [ **Metricool** Metricool is an all-in-one social media platform for analyzing, managing, and growing your socials.](https://apiant.ai/connections/metricool) Reviews ## What our customers say ## More from Clio - [ **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](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) - [ **Clio to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clio-to-google-calendar) ## More into Metricool - [ **HubSpot to Metricool** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-metricool) - [ **Google Sheets to Metricool** Google Sheets](https://apiant.ai/connect/google-sheets-to-metricool) - [ **Gmail to Metricool** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-metricool) - [ **Google Calendar to Metricool** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-metricool) - [ **Google Drive to Metricool** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-metricool) - [ **Mailchimp to Metricool** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-metricool) Questions ## Clio and Metricool, 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 Metricool when something happens in Clio? Any of Metricool's 6 actions, including Add Post to Autolist, Get Your Network Metrics Daily, Reply Conversation and Reply GMB Review. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Metricool to Clio? Yes. When something happens in Metricool, your agent can act in Clio too. This page covers both directions: Metricool's triggers and Clio's actions are listed here as well. ### ### Do I have to build a connector for Clio or Metricool? 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 Metricool 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.