--- title: "Connect Clio and Stripe - APIANT.ai" description: "When \"Matter Status Updated\" fires in Clio, your agent runs \"Create Customer\" in Stripe, or \"New Charge\" in Stripe to \"Create Company Contact\" in Clio." canonical: "https://apiant.ai/connect/clio-to-stripe" --- # Connect Clio and Stripe When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Create Customer** in [Stripe](https://apiant.ai/connections/stripe), or **New Charge** in Stripe 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 Stripe **11** triggers Stripe **21** 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 Stripe 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 Stripe can do together ### From Clio to Stripe - When **Matter Status Updated** in Clio then **Create Customer** in Stripe - When **New Activity** in Clio then **Create Payment Intent** in Stripe ### From Stripe to Clio - When **New Charge** in Stripe then **Create Company Contact** in Clio - When **New Customer** in Stripe 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 Stripe ## Triggers and actions 19 triggers · 59 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 **New Charge** Triggers when a new charge is created. - Trigger **New Charge (instant)** Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Event** Triggers when a new Stripe event is created (covers all event types via the Events API). - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New paid and available charge** Triggered when a new paid and available charge is created. - Trigger **New paid charge** Triggered when a new paid charge is created. - Trigger **New plan** Triggered when a new plan is created. - Trigger **New Product** Triggers when a new product is created. - Trigger **New Refund** Triggers when a new refund is created. - Trigger **New Subscription** Triggers when a new subscription is created. - Action **Cancel Subscription** Cancels a subscription by its ID. - Action **Create Charge** Creates a charge. Amount is in the smallest currency unit (e.g. cents). - Action **Create charges (bulk charge creation)** Creates a charge in Stripe. - Action **Create Customer** Creates a new customer in Stripe. - Action **Create Payment Intent** Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit. - Action **Create Price** Creates a price for a product. unit_amount is in the smallest currency unit. - Action **Create Product** Creates a product (a good or service) in Stripe. - Action **Create Refund** Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund. - Action **Create refund by charge id (distinct from Create Refund)** Creates a refund for a specific charge id. - Action **Create Subscription** Creates a subscription for a customer to one or more prices. - Action **Delete Customer** Permanently deletes a customer by ID. - Action **Find Customer by Email** Searches for customers matching an email address. - Action **Get Charge** Retrieves a charge by its ID. - Action **Get charge details (distinct from Get Charge)** Retrieves a charge's details by its charge id. - Action **Get Customer** Retrieves a customer by their Stripe ID. - Action **Get Invoice** Retrieves an invoice by its ID. - Action **Get Refund** Retrieves a refund by its ID. - Action **Get Subscription** Retrieves a subscription by its ID. - Action **Get transaction details** Retrieves a transaction's details by its transaction id. - Action **List balance transactions** List balance transactions (txn_xxx) for the account, most recent first. - Action **Update Customer** Updates an existing customer by ID. ## 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) - [ **Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connections/stripe) Reviews ## What our customers say ## More from Clio - [ **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](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) - [ **Clio to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clio-to-google-calendar) ## More into Stripe - [ **HubSpot to Stripe** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stripe) - [ **Salesforce to Stripe** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Google Sheets to Stripe** Google Sheets](https://apiant.ai/connect/google-sheets-to-stripe) - [ **Google Calendar to Stripe** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stripe) - [ **Google Drive to Stripe** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-stripe) - [ **Mailchimp to Stripe** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-stripe) Questions ## Clio and Stripe, 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 Stripe when something happens in Clio? Any of Stripe's 21 actions, including Create Charge, Create charges (bulk charge creation), Create Customer and Create Payment Intent. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Stripe to Clio? Yes. When something happens in Stripe, your agent can act in Clio too. This page covers both directions: Stripe's triggers and Clio's actions are listed here as well. ### ### Do I have to build a connector for Clio or Stripe? 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 Stripe 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.