Integration
Connect Clio and Myphoner
When Matter Status Updated fires in Clio, your agent runs Create Lead in Myphoner, or Lead updated (instant) in Myphoner 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 Myphoner 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)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 Myphoner can do together
From Clio to Myphoner
When Matter Status Updated in Clio
then Create Lead in Myphoner
From Myphoner 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 Myphoner
Triggers and actions 19 triggers · 52 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.
- Archived Lead
Triggers when a lead is archived (marked 'archive').
- Call Back
Triggers when a lead is marked for 'call back'.
- Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
- Lost Lead
Triggers when a lead is lost (marked 'loser').
- New call (instant)
Fires when a new call is conducted (webhook event: new_call).
- New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
- New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
- New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
- New Winner
Triggers when a lead is won.
- Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
- Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
- Archive a lead
Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
- Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
- Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
- Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
- Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
- Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
- List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
- List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
- Mark Lead as Loser
Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
- Mark Lead as Winner
Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
- Mark Lead for Call Back
Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
- Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
- Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
- Update Lead
Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its 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 Myphoner, 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 Myphoner when something happens in Clio?
Any of Myphoner's 14 actions, including Create a list, Create Lead, Update Lead and Find Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Myphoner to Clio?
Yes. When something happens in Myphoner, your agent can act in Clio too. This page covers both directions: Myphoner's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or Myphoner?
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 Myphoner 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.