Integration
Connect Clio and ONLYOFFICE DocSpace
When Matter Status Updated fires in Clio, your agent runs Create File in ONLYOFFICE DocSpace, or File Created in ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace can do together
From Clio to ONLYOFFICE DocSpace
When Matter Status Updated in Clio
then Create File in ONLYOFFICE DocSpace
When New Activity in Clio
then Create File in My Documents in ONLYOFFICE DocSpace
From ONLYOFFICE DocSpace to Clio
When File Created in ONLYOFFICE DocSpace
then Create Company Contact in Clio
When File Created in My Documents in ONLYOFFICE DocSpace
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 ONLYOFFICE DocSpace
Triggers and actions 16 triggers · 57 actions
Trigger
Matter Status UpdatedTriggers when the status of a matter has changed.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar EntryTriggers when a new calendar entry is created.
Trigger
New CommunicationTriggers when a new communication is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New MatterTriggers when a new matter is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Task Status UpdatedTriggers when the status of a task has changed.
Action
Create Calendar EntryCreates a new calendar entry.
Action
Create CommunicationCreates a new communication.
Action
Create Company ContactCreates a company contact.
Action
Create Expense Entry (Activity)Creates a new expense entry.
Action
Create MatterAdds a new matter to Clio Manage.
Action
Create Matter FolderCreates a new folder in a matter.
Action
Create Matter NoteCreates a new matter note.
Action
Create Person ContactCreates a person contact.
Action
Create TaskCreates a new task.
Action
Create Time Entry (Activity)Creates a new time entry.
Action
Delete activityDelete an activity.
Action
Delete calendar entryDelete a calendar entry.
Action
Delete contactDelete a contact.
Action
Delete matterDelete a matter.
Action
Delete taskDelete a task.
Action
Find Company ContactReturns the company contacts that match the search text.
Action
Find MatterReturns the matters that match the specified search text and optional filters
Action
Find Newest Matter by Client EmailReturns the most recently created matter for the client with the given email address.
Action
Find Person ContactFind 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 UserFind a user by name.
Action
Get activityFetches an activity (time or expense entry) by ID. An error occurs if the activity is not found.
Action
Get calendar entryReturns one calendar entry by id, including summary, start and end times.
Action
Get communicationReturns one communication by id.
Action
Get contactRetrieve a contact (person or company) by id.
Action
Get documentRetrieve document metadata by id.
Action
Get matterRetrieve a matter by id.
Action
Get taskRetrieve a task by id.
Action
List activitiesList all activities.
Action
List contactsList all contacts.
Action
List practice areasList practice areas.
Action
List tasksList all tasks.
Action
List usersList firm users.
Action
Update activityUpdate an activity.
Action
Update calendar entryUpdate a calendar entry.
Action
Update MatterUpdate an existing matter.
Action
Update Person ContactUpdates an existing person contact.
Action
Update TaskUpdates a task.
Action
Upload Document to MatterUploads a file from a URL into a Clio matter's documents and marks it fully uploaded.
Trigger
File CreatedTriggers when a new file is created in the selected DocSpace folder or room.
Trigger
File Created in My DocumentsTriggers when a new file is created in your My documents section.
Trigger
Folder CreatedTriggers when a new folder is created inside the selected folder or room.
Trigger
Folder Created in My DocumentsTriggers when a new folder is created in your My Documents section.
Trigger
Room ArchivedTriggers when a room is moved to the Archive section of your DocSpace.
Trigger
Room CreatedTriggers when a new room is created in the DocSpace portal.
Trigger
User AddedTriggers when a new user is added to the DocSpace portal.
Trigger
User JoinedTriggers when a user joins the DocSpace portal by activating their account.
Action
Archive RoomMoves a DocSpace room to the Archive section.
Action
Create FileCreates a new document, spreadsheet or presentation file in a DocSpace folder or room.
Action
Create File in My DocumentsCreates a new blank document, spreadsheet or presentation in your My documents section.
Action
Create FolderCreates a new folder with the given title inside a folder or room.
Action
Create Folder in My DocumentsCreates a new folder in your My Documents section.
Action
Create RoomCreates a new room in the DocSpace Rooms section and returns the room's information.
Action
Delete FolderDeletes a folder in DocSpace. The deletion runs as a background file operation, which is returned.
Action
Delete Folder From My DocumentsDeletes a folder from My Documents in ONLYOFFICE DocSpace.
Action
Download FileReturns a temporary pre-signed download link for a DocSpace file.
Action
Download File From My DocumentsReturns a temporary download link for a file in My Documents.
Action
Find User by EmailFinds a DocSpace user by email address and returns their profile.
Action
Get External LinkReturns the primary external (public share) link of a DocSpace room.
Action
Get Room Access ListReturns the list of users, groups and links that have access to a room, with their access rights.
Action
Invite UserInvites a person to the DocSpace portal by email with the chosen user role.
Action
Search FileSearches a DocSpace folder or room for files whose title matches the given text.
Action
Search FolderSearches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches.
Action
Share RoomShares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification.
Action
Upload FileUploads a file from a URL into a chosen DocSpace folder or room.
Action
Upload File to My DocumentsUploads a file to your My documents section in ONLYOFFICE DocSpace.
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
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Questions
Clio and ONLYOFFICE DocSpace, 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 ONLYOFFICE DocSpace when something happens in Clio?
Any of ONLYOFFICE DocSpace's 19 actions, including Create File, Create File in My Documents, Create Folder and Create Folder in My Documents. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ONLYOFFICE DocSpace to Clio?
Yes. When something happens in ONLYOFFICE DocSpace, your agent can act in Clio too. This page covers both directions: ONLYOFFICE DocSpace's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or ONLYOFFICE DocSpace?
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 ONLYOFFICE DocSpace 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.