--- title: "Connect Clio and Qonto - APIANT.ai" description: "When \"Matter Status Updated\" fires in Clio, your agent runs \"Add client invoice\" in Qonto." canonical: "https://apiant.ai/connect/clio-to-qonto" --- # Connect Clio and Qonto When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Add client invoice** in [Qonto](https://apiant.ai/connections/qonto), or **New Bank Account** in Qonto 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 Qonto **9** triggers Qonto **19** 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 Qonto to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Qonto can do together ### From Clio to Qonto - When **Matter Status Updated** in Clio then **Add client invoice** in Qonto - When **New Activity** in Clio then **Add client** in Qonto ### From Qonto to Clio - When **New Bank Account** in Qonto then **Create Company Contact** in Clio - When **New Transaction** in Qonto 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 Qonto ## Triggers and actions 17 triggers · 57 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 **Bank Account Balance Change** Triggers when the balance or authorized balance of one of your Qonto business accounts changes. - Trigger **New Bank Account** Triggers when a new business bank account is added to the Qonto organization. - Trigger **New Transaction** Triggers when a new transaction is recorded on a Qonto bank account. - Trigger **New Transaction (Legacy)** Triggers when a new transaction is created on the chosen Qonto bank account. - Trigger **New Transfer** Triggers when a new SEPA transfer is created in your Qonto organization. - Trigger **Transaction Updated Attachments** Triggers when the attachments on a transaction change, such as when a receipt is added to it. - Trigger **Transaction Updated Labels** Triggers when the labels on a transaction change, for example when a label is added to a transaction or one of several labels is removed. - Trigger **Transaction Updated VAT** Triggers when a transaction's VAT amount or VAT rate is set or changed on a Qonto bank account. - Trigger **Updated Transaction** Triggers when a transaction on a Qonto bank account is created or updated. - Action **Add Attachment** Uploads a JPEG, PNG or PDF file, such as an invoice or receipt, and attaches it to a transaction. Qonto processes the file in the background, so it may not appear on the transaction immediately. - Action **Add client** Creates a client (a company, individual or freelancer you bill) in your Qonto organization and returns the new client record. - Action **Add client invoice** Creates a client invoice in Qonto for an existing client, as a draft or ready for payment, and returns the new invoice. - Action **Add SEPA beneficiary** Adds a new untrusted SEPA beneficiary to the organization's main bank account and returns it. - Action **Create External Transfer** Creates a SEPA transfer from one of your Qonto bank accounts to a saved or new beneficiary, and returns the transfer with its status. - Action **Create Internal Transfer** Creates an instant transfer between two bank accounts of your Qonto organization. - Action **Get bank account** Returns a Qonto business bank account, including its IBAN, status and current balances. - Action **Get organization** Returns the details of the connected Qonto organization, including its legal information and its list of bank accounts. - Action **Get transaction** Returns a single Qonto transaction by its ID, including its amount, counterparty, status and dates, and optionally its labels, attachments or VAT details. - Action **List bank accounts** Returns all business bank accounts of the connected Qonto organization, with their IBAN, status and balances. - Action **List cards** Returns the cards visible to the connected Qonto member, optionally filtered by holder, status, bank account, card level or text search. - Action **List client invoices** Returns the client invoices of the Qonto organization, optionally filtered by status, creation, update or due dates, and sorted by creation date. - Action **List clients** Returns the clients (customers you invoice) of your Qonto organization, optionally filtered by name, email, VAT or tax number, or last-updated date. - Action **List labels** Returns all the labels of the Qonto organization, including each label's name and parent label. - Action **List memberships** Returns all the memberships of the authenticated Qonto organization, with each member's name, role, status and team. - Action **List SEPA beneficiaries** Returns the SEPA beneficiaries of your Qonto organization, optionally filtered by IBAN, status or trusted flag. - Action **List statements** Returns the monthly bank statements of the Qonto organization, each with its period, bank account and a temporary link to download the file. Can be narrowed to specific bank accounts or a range of months. - Action **List supplier invoices** Returns the organization's supplier invoices and documents awaiting review, optionally filtered by status, dates, supplier, amount or a text search. - Action **List transactions** Returns the transactions of a Qonto bank account, with optional filters by status, date range, direction, operation type and attachments. ## 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) - [ **Qonto** Qonto is bank built to make finances easier for businesses.](https://apiant.ai/connections/qonto) Reviews ## What our customers say ## More from Clio - [ **Clio to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/clio-to-pandadoc) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) ## More into Qonto - [ **HubSpot to Qonto** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-qonto) - [ **Google Sheets to Qonto** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-qonto) - [ **Gmail to Qonto** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-qonto) - [ **Google Calendar to Qonto** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-qonto) - [ **Google Drive to Qonto** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-qonto) - [ **Mailchimp to Qonto** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-qonto) Questions ## Clio and Qonto, 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 Qonto when something happens in Clio? Any of Qonto's 19 actions, including Create External Transfer, Create Internal Transfer, Add Attachment and Add client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Qonto to Clio? Yes. When something happens in Qonto, your agent can act in Clio too. This page covers both directions: Qonto's triggers and Clio's actions are listed here as well. ### ### Do I have to build a connector for Clio or Qonto? 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 Qonto 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.