Integration
Connect Clio and Sirv
When Matter Status Updated fires in Clio, your agent runs Add Tags to File in Sirv, or New File in Sirv 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 Sirv 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 Sirv can do together
From Clio to Sirv
When Matter Status Updated in Clio
then Add Tags to File in Sirv
When New Activity in Clio
then Upload File in Sirv
From Sirv to Clio
When New File in Sirv
then Create Company Contact in Clio
When New Tagged File in Sirv
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 Sirv
Triggers and actions 10 triggers · 70 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
New FileTriggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.
Trigger
New Tagged FileTriggered when a new file carrying the chosen tag appears in your Sirv account.
Action
Add Advanced WatermarkBuilds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.
Action
Add Canvas or BorderPuts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.
Action
Add Tags to FileAdds meta tags to a file in your Sirv account.
Action
Apply Color EffectsAdjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.
Action
Convert Spin to VideoTurns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.
Action
Convert Video to SpinConverts a video in your Sirv account into a 360-degree spin and returns the spin that was created.
Action
Copy FileCopies a file in your Sirv account to another path, leaving the original in place.
Action
Create FolderCreates an empty folder in your Sirv account at the path you give.
Action
Create ThumbnailBuilds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.
Action
Delete FileDeletes a file, or an empty folder, from your Sirv account.
Action
Delete file tagsRemoves one or more tags from a file in your Sirv account.
Action
Download FileDownloads a file from your Sirv account and returns its contents.
Action
Fetch File From URLPulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.
Action
Find FileSearches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.
Action
Get API LimitsReturns your Sirv API rate limits and how much of each you have used.
Action
Get batch delete jobReturns the progress and results of a batch delete job you started earlier.
Action
Get CDN URLReturns the public web address of a file in your Sirv account.
Action
Get File InfoReturns the details Sirv holds on one file — its type, size, dates and image information.
Action
Get File MetadataReturns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.
Action
Get File TagsReturns the tags attached to a file in your Sirv account.
Action
Get product metadataReturns the product information stored on a file in your Sirv account.
Action
Get Storage InfoReturns how much storage your Sirv account is using and how much it is allowed.
Action
Get Usage ReportReturns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.
Action
Get ZIP JobReturns the progress and results of a zip job, including the archive it produced.
Action
List Folder ContentsLists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.
Action
Make API CallMakes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.
Action
Rename or Move FileRenames a file or folder, or moves it to another folder, by giving its new path.
Action
Set File MetadataSets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.
Action
Set Product MetadataAttaches product details — code, name, brand and categories — to a file in your Sirv account.
Action
Update accountChanges your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are.
Action
Upload FileUploads a file to your Sirv account from a web address.
Action
Zip FilesStarts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.
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 Sirv, 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 Sirv when something happens in Clio?
Any of Sirv's 32 actions, including Create Folder, Create Thumbnail, Update account and Upload File. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sirv to Clio?
Yes. When something happens in Sirv, your agent can act in Clio too. This page covers both directions: Sirv's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or Sirv?
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 Sirv 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.