Integration
Connect Clio and Vacation Tracker
When Matter Status Updated fires in Clio, your agent runs Get user in Vacation Tracker, or Leave Updated in Vacation Tracker 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 Vacation Tracker 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 Vacation Tracker can do together
From Clio to Vacation Tracker
When Matter Status Updated in Clio
then Get user in Vacation Tracker
From Vacation Tracker 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 Vacation Tracker
Triggers and actions 15 triggers · 51 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.
- Leave Cancelled
Triggers when a leave is cancelled in Vacation Tracker.
- Leave Deleted
Triggers when a leave is deleted in Vacation Tracker.
- Leave Request Approved
Triggers when a leave is approved in Vacation Tracker.
- Leave Request Denied
Triggers when an approver or admin denies a leave request.
- Leave Updated
Triggers when an open or approved leave is changed, for example its dates, leave type or reason.
- New Leave Added
Triggers when an approved leave is added for a user, or when a leave request is approved automatically.
- New Leave Request Created
Triggers when a user requests a leave that needs approval.
- Add leave
Creates a leave in Vacation Tracker: a leave request for the acting user, or an already approved leave for a user you manage.
- Cancel leave
Cancels an open or approved leave.
- Delete leave
Deletes a leave of a user the API key's owner manages and returns the deleted leave.
- Get department
Returns a single department with its ID, name, default flag and creation time.
- Get leave
Returns a single leave by its ID, including its dates, status, user and leave type.
- Get location
Returns a single location with its name, time zone, default flag and creation time.
- Get user
Returns a single Vacation Tracker user with their name, email, location, department, status and labels.
- List departments
Returns every department in your Vacation Tracker company, with each department's ID, name, default flag and creation time.
- List leaves
Returns the leaves that overlap a date range, optionally filtered by status.
- List leave types
Returns all of the company's leave types, active and inactive, with their IDs, names and colors.
- List locations
Returns every location in your Vacation Tracker company that the API key can see, with each location's name, time zone and default flag.
- List users
Returns the users in your Vacation Tracker company, optionally filtered by status, location, department or label.
- Update leave
Changes the dates, times, leave type, reason or substitute approver of an open or approved leave. Fields left blank keep their current value.
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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More into Vacation Tracker
Questions
Clio and Vacation Tracker, 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 Vacation Tracker when something happens in Clio?
Any of Vacation Tracker's 13 actions, including Update leave, Add leave, Get department and Get leave. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vacation Tracker to Clio?
Yes. When something happens in Vacation Tracker, your agent can act in Clio too. This page covers both directions: Vacation Tracker's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or Vacation Tracker?
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 Vacation Tracker 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.