Integration
Connect Clio to Resend
When Matter Status Updated fires in Clio, your agent runs Add Contact to Segment in Resend. 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 Resend 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 can start in Resend
When Matter Status Updated in Clio
then Add Contact to Segment in Resend
When New Activity in Clio
then Create Contact in Resend
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 Resend
Triggers and actions 8 triggers · 66 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.
Action
Add Contact to SegmentAdds a contact to a Resend segment. You can identify the contact by its ID or email address.
Action
Add SuppressionAdds an email address to your Resend suppression list so no further mail is sent to it.
Action
Cancel EmailCancels a scheduled Resend email that has not been sent yet.
Action
Create API KeyCreates a new Resend API key. The key itself is returned once, so store it right away.
Action
Create ContactCreates a contact in Resend. Returns the new contact's ID.
Action
Create DomainAdds a sending domain to Resend. Returns the DNS records you need to add at your domain host to verify it.
Action
Create SegmentCreates a new segment in Resend for grouping contacts.
Action
Delete API KeyDeletes a Resend API key so it can no longer be used.
Action
Delete ContactDeletes a contact from Resend. You can identify the contact by its ID or email address.
Action
Delete DomainRemoves a sending domain from Resend.
Action
Delete SegmentDeletes a segment from Resend. The contacts themselves are not deleted.
Action
List API KeysReturns the API keys on your Resend account, with each key's name and when it was last used. The key values themselves are never returned.
Action
List ContactsReturns the contacts in your Resend account, optionally limited to one segment.
Action
List DomainsReturns the sending domains on your Resend account and each one's verification status.
Action
List SegmentsReturns the contact segments in your Resend account.
Action
List Sent EmailsReturns the emails you have sent through Resend, newest first, with each email's id, sender, recipients, subject, send time and latest delivery event. Supports paging before or after a given email id.
Action
List SuppressionsReturns the email addresses on your Resend suppression list, showing for each one the address, why it was suppressed (bounce, complaint or added manually), the email that triggered it and when it was added.
Action
Remove Contact From SegmentRemoves a contact from one of your Resend segments. Identify the contact by its ID or by its email address, and name the segment to take it out of. The contact itself is not deleted.
Action
Remove SuppressionTakes an email address off your Resend suppression list so you can send to it again. Identify it by the suppression ID or by the email address itself.
Action
Retrieve ContactReturns one contact from your Resend audience, including their name, email address, whether they have unsubscribed, when they were added, and any custom properties stored on them. Look the contact up by its ID or by its email address.
Action
Retrieve DomainReturns one of your Resend sending domains, including its name, verification status, sending region, tracking settings and the DNS records it needs with each record's current status.
Action
Retrieve SegmentReturns one of your Resend segments by its ID, with the segment's name and when it was created.
Action
Retrieve Sent EmailReturns one email you sent through Resend, with its sender, recipients, subject, HTML and text body, tags, send time and latest delivery event.
Action
Send Batch EmailsSends up to 100 emails through Resend in a single call. Give it a list of emails, each with a sender, recipients, subject and body, and it returns the id of every email it created.
Action
Send EmailSends an email through Resend. Set the sender, recipients and subject, provide an HTML or plain text body, and optionally add CC/BCC, reply-to, attachments, tags or a send time.
Action
Update ContactUpdates a contact in your Resend audience. Identify the contact by ID or email address, then change the name, the subscribed/unsubscribed state, or the custom properties. Anything you leave blank stays as it is.
Action
Update EmailReschedules an email you already queued in Resend, moving it to a new send date and time. Only emails that have not gone out yet can be changed.
Action
Verify DomainAsks Resend to re-check the DNS records for one of your sending domains and start verifying it. Verification runs in the background, so the domain shows as pending until it finishes.
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 Resend, 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 Resend when something happens in Clio?
Any of Resend's 28 actions, including Create API Key, Create Contact, Create Domain and Create Segment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Resend to Clio?
Resend has no triggers in the catalog today, so automations start in Clio. If you need the other direction, ask: your agent reads Resend's API documentation and adds it.
Do I have to build a connector for Clio or Resend?
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 Resend 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.