Integration
Connect Clio and Runn
When Matter Status Updated fires in Clio, your agent runs Create Client in Runn, or New Assignment in Runn 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 Runn 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 Runn can do together
From Clio to Runn
When Matter Status Updated in Clio
then Create Client in Runn
From Runn 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 Runn
Triggers and actions 19 triggers · 51 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 Assignment
Triggers when a new assignment is created in Runn, optionally limited to one person, role or project.
- New Client
Triggers when a new client is created in Runn.
- New Contract
Triggers when a new contract is added to a person in Runn.
- New Holiday Group
Triggers when a new holiday group is added to your Runn account.
- New Person
Triggers when a new person is added in Runn.
- New Project
Triggers when a new project is created in Runn.
- New Rate Card
Triggers when a new rate card is created in Runn.
- New Role
Triggers when a new role is created in Runn.
- New Skill
Triggers when a new skill is created in Runn.
- New Team
Triggers when a new team is created in Runn.
- New User
Triggers when a new user is added to your Runn account.
- Assign a Manager
Adds a Runn user as a manager of a person or placeholder, keeping any managers they already have. Returns the updated person.
- Create Assignment
Creates an assignment that schedules a person or placeholder on a project in a role for a date range, with the same number of minutes on each working day.
- Create Client
Creates a new client in Runn with a name and, optionally, a website and links to external systems.
- Create Contract
Adds a new contract to a person in Runn, setting their role, dates, employment type, cost and working hours.
- Create Person
Creates a person in Runn, along with their first contract (role, employment type, cost and working hours).
- Create Project
Creates a project in Runn for a client, optionally setting its budget, pricing model, rate card, team and managers, or duplicating it from an existing template project.
- Create Role
Creates a role in Runn, with optional default hourly cost, standard charge-out rate and external references.
- Create Skill
Creates a new skill in Runn that can be assigned to people and placeholders.
- Create Timesheet (Actual)
Records the time a person actually spent on a project for one day, creating the actual or overwriting an existing one for the same date, person, project, role and workstream.
- Find Client
Returns Runn clients whose name contains the text you enter (case-insensitive), with each client's id, website, archived status and external references.
- Find Person
Finds people in Runn by email, first name, last name or external id, returning every match and the first matching person.
- Find Project
Returns the projects whose name contains the text you give (ignoring case), optionally narrowed by external ID or last-modified date.
- Find Role
Finds roles in Runn whose name contains the text you give, ignoring case. Returns the matching roles, how many matched, and the first match.
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 Runn, 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 Runn when something happens in Clio?
Any of Runn's 13 actions, including Create Assignment, Create Client, Create Contract and Create Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Runn to Clio?
Yes. When something happens in Runn, your agent can act in Clio too. This page covers both directions: Runn's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or Runn?
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 Runn 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.