# Connect Clio and MOCO When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Create Contact** in [MOCO](https://apiant.ai/connections/moco), or **New Client** in MOCO 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 MOCO **26** triggers MOCO **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 MOCO to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 MOCO can do together ### From Clio to MOCO - When **Matter Status Updated** in Clio then **Create Contact** in MOCO - When **New Activity** in Clio then **Create Lead** in MOCO ### From MOCO to Clio - When **New Client** in MOCO then **Create Company Contact** in Clio - When **New Company** in MOCO 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 MOCO ## Triggers and actions 34 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 Client** Triggers when a new client is created. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Expense** Triggers when an expense is created. - Trigger **New Exported Invoice (Bookkeeping)** Triggers when a new invoice is exported (for the bookkeeping). - Trigger **New Incoming Payment** Triggers when a new incoming payment is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Invoice Status** Triggers when the status of an invoice is changed. - Trigger **New Offer** Triggers when a new offer is created. - Trigger **New Outgoing Payment** Triggers when a new outgoing payment is created. - Trigger **New Planning Entry** Triggers when a new Planning Entry is created. - Trigger **New Presence** Triggers when a new Presence is created. - Trigger **New Project Assignment** Triggers when a person is assigned to a project. - Trigger **New Purchase** Triggers when a new purchase is created. - Trigger **New Recurred Expense** Triggers when an expense is recurred. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Unarchived Project** Triggers when a project is made active again. - Trigger **Updated Company** Triggers when a company was updated. - Trigger **Updated Expense** Triggers when an expense was updated. - Trigger **Updated Invoice** Triggers when an invoice was updated. - Trigger **Updated Lead** Triggers when a lead was updated. - Trigger **Updated Planning Entry** Triggers when a Planning Entry was updated. - Trigger **Updated Presence** Triggers when a Presence was updated. - Trigger **Updated Project** Triggers when a project was updated. - Trigger **Updated Purchase** Triggers when a purchase was updated. - Trigger **Updated Time Entry** Triggers when a time entry was updated. - Action **Create Comment** Creates a new Comment. - Action **Create Company** Creates a new company (customer only). - Action **Create Contact** Creates a new contact person. - Action **Create Expense** Creates a new Expense. - Action **Create Incoming Payment** Creates a new incoming payment. - Action **Create Lead** Creates a new lead. - Action **Create Outgoing Payment** Creates a new outgoing payment. - Action **Create Project** Creates a new Project. - Action **Create Purchase** Creates a new Purchase. - Action **Create Task** Creates a new project task. - Action **Create Time Entry** Create a new time entry. - Action **Find Company** Finds an existing Company. - Action **Find Contact** Finds an existing Contact. - Action **Find Expense** Finds an existing Expense. - Action **Find Invoice** Finds an existing Invoice. - Action **Find Lead** Finds an existing lead. - Action **Find Offer** Finds an existing Offer. - Action **Find Planning Entry** Finds an existing Planning Entry. - Action **Find Project** Finds an existing project. - Action **Find Purchase** Finds an existing Purchase. - Action **Find Task** Finds an active Task for a Project. - Action **Find Time Entry** Finds an existing Time Entry. - Action **Find User** Finds an existing active user. - Action **Record Presence** Record a new presence. ## 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) - [ **MOCO** MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses.](https://apiant.ai/connections/moco) 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 MOCO - [ **HubSpot to MOCO** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-moco) - [ **Google Sheets to MOCO** Google Sheets](https://apiant.ai/connect/google-sheets-to-moco) - [ **Gmail to MOCO** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moco) - [ **Google Calendar to MOCO** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moco) - [ **Google Drive to MOCO** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-moco) - [ **Mailchimp to MOCO** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-moco) Questions ## Clio and MOCO, 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 MOCO when something happens in Clio? Any of MOCO's 24 actions, including Create Comment, Create Company, Create Contact and Create Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MOCO to Clio? Yes. When something happens in MOCO, your agent can act in Clio too. This page covers both directions: MOCO's triggers and Clio's actions are listed here as well. ### ### Do I have to build a connector for Clio or MOCO? 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.