--- title: "Connect Clio to TickerLayer - APIANT.ai" description: "When \"Matter Status Updated\" fires in Clio, your agent runs \"Get Bond Last Yield\" in TickerLayer." canonical: "https://apiant.ai/connect/clio-to-tickerlayer" --- # Connect Clio to TickerLayer When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Get Bond Last Yield** in [TickerLayer](https://apiant.ai/connections/tickerlayer). Describe the whole flow and it is built, tested on every scenario and kept running. Clio **8** triggers Clio **38** actions TickerLayer **33** 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 TickerLayer 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 TickerLayer - When **Matter Status Updated** in Clio then **Get Bond Last Yield** in TickerLayer - When **New Activity** in Clio then **Get Commodity OHLCV Bars** in TickerLayer 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 TickerLayer ## Triggers and actions 8 triggers · 71 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 **Get Bond Last Yield** Get the last yield reading for a bond symbol. - Action **Get Commodity OHLCV Bars** Get historical OHLCV aggregate bars for a commodity symbol. - Action **Get Commodity Previous Close** Get the previous session's reference close price for a commodity symbol. - Action **Get Commodity Quote** Get the current indicative reference price for a commodity symbol. - Action **Get Commodity Snapshot** Get a combined quote/trade/OHLCV snapshot for a commodity symbol. - Action **Get Crypto Last Trade** Get the most recent trade for a crypto spot pair. - Action **Get Crypto OHLCV Bars** Get historical OHLCV aggregate bars for a crypto spot pair. - Action **Get Crypto Previous Close** Get the previous session's close for a crypto spot pair. - Action **Get Crypto Quote** Get the current bid/ask quote for a crypto spot pair. - Action **Get Crypto Snapshot** Get a combined quote/trade/OHLCV snapshot for a crypto spot pair. - Action **Get ETF OHLCV Bars** Get historical OHLCV aggregate bars for an ETF-style instrument. - Action **Get ETF Previous Close** Get the previous session's close price for an ETF-style instrument. - Action **Get ETF Quote** Get the current bid/ask quote for an ETF-style instrument. - Action **Get ETF Snapshot** Get the current quote for an ETF-style instrument: bid and ask with sizes, last price, previous close, and the change since the close. - Action **Get Forex Last Trade** Get the most recent trade for an FX pair. - Action **Get Forex OHLCV Bars** Get historical OHLCV aggregate bars for an FX pair. - Action **Get Forex Previous Close** Get the previous session's close for an FX pair. - Action **Get Forex Quote** Get the current bid/ask quote for an FX pair. - Action **Get Forex Snapshot** Get a combined quote/trade/OHLCV snapshot for an FX pair. - Action **Get Index OHLCV Bars** Get historical OHLCV aggregate bars for a market index. - Action **Get Index Previous Close** Get the previous session's close level for a market index. - Action **Get Index Quote** Get the current indicative level for a market index. - Action **Get Index Snapshot** Get a combined quote/OHLCV snapshot for a market index. - Action **Get Stock Last Trade** Get the most recent trade for a stock symbol. - Action **Get Stock OHLCV Bars** Get historical OHLCV aggregate bars for a stock symbol. - Action **Get Stock Previous Close** Get the previous session's close price for a stock symbol. - Action **Get Stock Quote** Get the current bid/ask quote for a stock symbol. - Action **Get Stock Snapshot** Get the current quote and last trade for a stock symbol: bid and ask with sizes, last price and size, previous close, and the change since the close. - Action **List Commodity Symbols** List the commodity reference symbols enabled for the connected API key. - Action **List ETF Symbols** List the ETF-style codes enabled for the connected API key. - Action **List Forex Symbols** List the FX pairs enabled for the connected API key. - Action **List Index Symbols** List the index codes enabled for the connected API key. - Action **List Stock Symbols** List the equity symbols enabled for the connected API key. ## 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) - [ **TickerLayer** Real-time and historical market data for stocks, forex, crypto and more](https://apiant.ai/connections/tickerlayer) Reviews ## What our customers say ## More from Clio - [ **Clio to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/clio-to-pandadoc) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) ## More into TickerLayer - [ **HubSpot to TickerLayer** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tickerlayer) - [ **Salesforce to TickerLayer** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tickerlayer) - [ **Slack to TickerLayer** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tickerlayer) - [ **Google Sheets to TickerLayer** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tickerlayer) - [ **Gmail to TickerLayer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tickerlayer) - [ **Google Calendar to TickerLayer** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tickerlayer) Questions ## Clio and TickerLayer, 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 TickerLayer when something happens in Clio? Any of TickerLayer's 33 actions, including Get Bond Last Yield, Get Commodity OHLCV Bars, Get Commodity Previous Close and Get Commodity Quote. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TickerLayer to Clio? TickerLayer has no triggers in the catalog today, so automations start in Clio. If you need the other direction, ask: your agent reads TickerLayer's API documentation and adds it. ### ### Do I have to build a connector for Clio or TickerLayer? 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 TickerLayer 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.