Integration
Connect Clio and PagerDuty
When Matter Status Updated fires in Clio, your agent runs Create Note on Incident in PagerDuty, or New Incidents in PagerDuty 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 PagerDuty 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 PagerDuty can do together
From Clio to PagerDuty
When Matter Status Updated in Clio
then Create Note on Incident in PagerDuty
When New Activity in Clio
then Add Responders in PagerDuty
From PagerDuty to Clio
When New Incidents in PagerDuty
then Create Company Contact in Clio
When List Maintenance Windows in PagerDuty
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 PagerDuty
Triggers and actions 10 triggers · 64 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
List Maintenance WindowsGets a list of maintenance windows.
Trigger
New IncidentsPolls for new incidents in PagerDuty.
Action
Add RespondersRequest additional responders (a user or escalation policy) to help with an incident.
Action
Add Team MemberAdd a user to a team with a given role.
Action
Create IncidentCreates an incident in PagerDuty.
Action
Create Note on IncidentCreates a note on a given incident.
Action
Delete or End a Maintenance WindowDeletes a maintenance window that hasn't started yet, or ends one that is ongoing.
Action
Get Escalation PolicyRetrieve a single escalation policy by its ID.
Action
Get IncidentRetrieve a single PagerDuty incident by id.
Action
Get ScheduleRetrieve a single on-call schedule by its ID.
Action
Get ServiceRetrieve a single PagerDuty service by id.
Action
Get TeamRetrieve a single team by its ID.
Action
Get User InformationGets a user's information based on provided ID.
Action
List Escalation PoliciesList PagerDuty escalation policies.
Action
List Incident NotesList all notes attached to an incident.
Action
List IncidentsList PagerDuty incidents with filters (statuses, service_ids, urgencies, date range).
Action
List On-CallsList current on-call entries — who is on call now, by escalation policy/schedule/user/time window.
Action
List Schedule OverridesList overrides on a schedule within a required since/until time window.
Action
List SchedulesList PagerDuty on-call schedules.
Action
List ServicesList PagerDuty services.
Action
List TeamsList all teams in the account.
Action
List UsersList PagerDuty users.
Action
Manage IncidentsBulk acknowledge or resolve multiple incidents in a single call.
Action
Snooze IncidentSnooze a triggered/acknowledged incident for a number of seconds so it won't re-alert until the snooze expires.
Action
Two-way sync add a maintenance windowCreates a maintenance window for use with two-way sync triggers. Does not update. Use only with two-way sync triggers.
Action
Two-way sync add or update an incidentCreates or updates an incident for use with two-way sync triggers. Use only with two-way sync triggers.
Action
Update IncidentUpdates an incident in PagerDuty. Set status to acknowledged or resolved to manage the incident.
Action
Update Maintenance WindowUpdates a maintenance window.
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 PagerDuty, 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 PagerDuty when something happens in Clio?
Any of PagerDuty's 26 actions, including Create Incident, Create Note on Incident, Update Incident and Update Maintenance Window. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PagerDuty to Clio?
Yes. When something happens in PagerDuty, your agent can act in Clio too. This page covers both directions: PagerDuty's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or PagerDuty?
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 PagerDuty 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.