Integration
Connect Clio and Streamtime
When Matter Status Updated fires in Clio, your agent runs Create Contact in Streamtime, or Company Created in Streamtime 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 Streamtime to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Streamtime can do together
From Clio to Streamtime
When Matter Status Updated in Clio
then Create Contact in Streamtime
From Streamtime 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 Streamtime
Triggers and actions 16 triggers · 55 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.
- Company Created
Triggers when a new company is created in Streamtime.
- Company Updated
Triggers when a company in Streamtime is created or any of its details change.
- Job Activity
Triggers when a new activity entry (comment, post or update notification) is added to a Streamtime job.
- Job Comment Created
Triggers when a new comment is posted on a Streamtime job.
- Job Created
Triggers when a new job is created in Streamtime.
- Label Added
Triggers when a label is added to a specific Streamtime record (job, quote, invoice, company, contact, etc.), or when a new master label is created for a label type if no record is chosen.
- Quote Approved
Triggers when a quote is approved in Streamtime.
- Quote Sent
Triggers when a quote is sent to a client in Streamtime.
- Add Label
Adds a label to a job, quote, invoice, logged expense, company, contact, user or job group in Streamtime.
- Create Company
Creates a new company (client or supplier) in Streamtime.
- Create Contact
Creates a new contact under a company in Streamtime.
- Create Expense
Creates a logged expense against a job in Streamtime.
- Create Job Comment
Adds a comment to a Streamtime job's activity feed.
- Create Job Post
Creates a post in a job's activity feed in Streamtime.
- Create Personal ToDo
Creates a personal To Do (a time entry not attached to any job) for a Streamtime user on a given date.
- Find Branch
Finds Streamtime branches whose name or external name matches the given branch name.
- Find Company
Finds companies in Streamtime that match a search filter, such as a company name.
- Find Contact
Searches Streamtime contacts matching a filter and returns the matching contacts.
- Find Expense
Finds logged expenses in Streamtime that match a search filter, such as a supplier, job or date condition.
- Find Invoice
Finds invoices in Streamtime that match a search filter, such as an invoice number, company or status.
- Find Job
Finds jobs that match a search filter, such as a job name or status condition.
- Find Quote
Searches Streamtime quotes matching a filter and returns the matching quotes.
- Find User
Finds users in your Streamtime organisation by email address or display name.
- Get ToDo
Returns a single Streamtime To Do (logged time entry) by its id, including its date, minutes, notes, status and costs.
- List Job Activity Entries
Returns the activity entries (comments, posts and update notifications) on a Streamtime job, optionally limited to one activity type.
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 Streamtime, 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 Streamtime when something happens in Clio?
Any of Streamtime's 17 actions, including Create Company, Create Contact, Create Expense and Create Job Comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Streamtime to Clio?
Yes. When something happens in Streamtime, your agent can act in Clio too. This page covers both directions: Streamtime's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or Streamtime?
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.
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.