--- title: "Connect Clio to TaxJar - APIANT.ai" description: "When \"Matter Status Updated\" fires in Clio, your agent runs \"Create a Customer\" in TaxJar." canonical: "https://apiant.ai/connect/clio-to-taxjar" --- # Connect Clio to TaxJar When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Create a Customer** in [TaxJar](https://apiant.ai/connections/taxjar). Describe the whole flow and it is built, tested on every scenario and kept running. Clio **8** triggers Clio **38** actions TaxJar **20** 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 TaxJar 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 can start in TaxJar - When **Matter Status Updated** in Clio then **Create a Customer** in TaxJar - When **New Activity** in Clio then **Create an Order Transaction** in TaxJar 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 TaxJar ## Triggers and actions 8 triggers · 58 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. - Action **Calculate Sales Tax for an Order** Works out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items. - Action **Create a Customer** Creates a customer in TaxJar with their exemption type and the regions the exemption applies to. - Action **Create an Order Transaction** Records a completed order in TaxJar so it counts towards your sales tax reporting. - Action **Create a Refund Transaction** Records a refund against an existing order in TaxJar so your sales tax reporting stays accurate. - Action **Get Two-Letter ISO Code for Region** Looks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions. - Action **List Categories** Returns TaxJar's product categories and the tax code to use for each one. - Action **List Customers** Returns the IDs of every customer in your TaxJar account. - Action **List Nexus Regions** Returns the states, provinces and countries where your TaxJar account has nexus and must collect tax. - Action **List Orders** Returns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range. - Action **List Refunds** Returns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range. - Action **Rates for Location** Returns the sales tax rates that apply at a location, broken down by state, county and city. - Action **Show a Customer** Returns one customer from TaxJar, including their exemption type and exempt regions. - Action **Show Order** Returns one order recorded in TaxJar, including its addresses, totals and line items. - Action **Show Refund** Returns one refund recorded in TaxJar, including the order it applies to and the amounts refunded. - Action **Summarize Tax Rates for All Regions** Returns the minimum and average sales tax rate for every state, province and country TaxJar covers. - Action **Update a Customer** Updates a customer in TaxJar. Only the fields you supply are changed. - Action **Update an Order Transaction** Updates an order already recorded in TaxJar. Only the fields you supply are changed. - Action **Update a Refund Transaction** Updates a refund already recorded in TaxJar. Only the fields you supply are changed. - Action **Validate an Address** Checks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address. - Action **Validate a VAT Number** Checks whether a VAT number is valid and returns the business name and address registered against it. ## 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) - [ **TaxJar** TaxJar’s award-winning solution makes it easy to automate sales tax management, reporting and filing.](https://apiant.ai/connections/taxjar) 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 TaxJar - [ **HubSpot to TaxJar** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-taxjar) - [ **Salesforce to TaxJar** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-taxjar) - [ **Slack to TaxJar** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-taxjar) - [ **Google Sheets to TaxJar** Google Sheets](https://apiant.ai/connect/google-sheets-to-taxjar) - [ **Gmail to TaxJar** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-taxjar) - [ **Google Calendar to TaxJar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-taxjar) Questions ## Clio and TaxJar, 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 TaxJar when something happens in Clio? Any of TaxJar's 20 actions, including Create a Customer, Create an Order Transaction, Create a Refund Transaction and Update a Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TaxJar to Clio? TaxJar has no triggers in the catalog today, so automations start in Clio. If you need the other direction, ask: your agent reads TaxJar's API documentation and adds it. ### ### Do I have to build a connector for Clio or TaxJar? 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 TaxJar 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.