Integration
Connect Clio and Productboard
When Matter Status Updated fires in Clio, your agent runs Create Note in Productboard, or New Feature in Productboard 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 Productboard 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 Productboard can do together
From Clio to Productboard
When Matter Status Updated in Clio
then Create Note in Productboard
From Productboard 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 Productboard
Triggers and actions 12 triggers · 50 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.
- New Feature
Triggered when a new feature is created in Productboard.
- New Note
Triggered when a new note (a piece of customer feedback) is created in Productboard.
- Updated Feature
Triggered when a feature is created or changed in Productboard.
- Updated Note
Triggered when a note (a piece of customer feedback) is created or changed in Productboard.
- Create Company
Creates a company record in Productboard so customer feedback and insights can be attributed to it. Returns the new company's ID and a link to open it in Productboard.
- Create Feature
Creates a feature in Productboard under a product or component you choose. Optionally sets the description, owner and status. Returns the new feature's ID and a link to open it in Productboard.
- Create Note
Creates a note (a piece of customer feedback) in Productboard. Optionally attributes it to a company or customer, links it to a feature, and applies existing tags. Returns the new note's ID and a link to open it in Productboard.
- Find Note
Looks up a single note (customer feedback) in Productboard. Narrows the list by owner, created date and processed/archived state, then matches the text you give against the note's title and body. Returns the first match, or found=false.
- Get Company
Returns one company from Productboard by its ID, including its name, domain, description, owner and any custom fields set up in your workspace.
- Get Feature by ID
Returns one feature from Productboard by its ID, including its name, description, owner, status and any custom fields set up in your workspace.
- List Components
Returns the components in your Productboard workspace — the folders that features live under. Use a component's ID as the parent when creating a feature.
- List Members
Returns the people who have access to your Productboard workspace, with their email address and role. Optionally search by name or email and filter by role.
- List Note Relationships
Returns everything a Productboard note is linked to — the customer or company it came from and the features it has been connected to.
- List Products
Returns the products in your Productboard workspace — the top level of the product hierarchy. Use a product's ID as the parent when creating a feature or component.
- List Releases
Returns the releases in your Productboard workspace — the buckets features are grouped into for delivery — with their status and dates.
- Update Note
Changes an existing note in Productboard. Only the values you fill in are sent, so anything left empty keeps its current value.
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 Productboard, 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 Productboard when something happens in Clio?
Any of Productboard's 12 actions, including Create Company, Create Feature, Create Note and Update Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Productboard to Clio?
Yes. When something happens in Productboard, your agent can act in Clio too. This page covers both directions: Productboard's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or Productboard?
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 Productboard 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.