--- title: "Connect Clio and Vacation Tracker - APIANT.ai" description: "When \"Matter Status Updated\" fires in Clio, your agent runs \"Get user\" in Vacation Tracker." canonical: "https://apiant.ai/connect/clio-to-vacation-tracker" --- # Connect Clio and Vacation Tracker When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Get user** in [Vacation Tracker](https://apiant.ai/connections/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. Clio **8** triggers Clio **38** actions Vacation Tracker **7** triggers Vacation Tracker **13** 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 Vacation Tracker 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 Vacation Tracker can do together ### From Clio to Vacation Tracker - When **Matter Status Updated** in Clio then **Get user** in Vacation Tracker - When **New Activity** in Clio then **Add leave** in Vacation Tracker ### From Vacation Tracker to Clio - When **Leave Updated** in Vacation Tracker then **Create Company Contact** in Clio - When **New Leave Added** in Vacation Tracker 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 Vacation Tracker ## Triggers and actions 15 triggers · 51 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 **Leave Cancelled** Triggers when a leave is cancelled in Vacation Tracker. - Trigger **Leave Deleted** Triggers when a leave is deleted in Vacation Tracker. - Trigger **Leave Request Approved** Triggers when a leave is approved in Vacation Tracker. - Trigger **Leave Request Denied** Triggers when an approver or admin denies a leave request. - Trigger **Leave Updated** Triggers when an open or approved leave is changed, for example its dates, leave type or reason. - Trigger **New Leave Added** Triggers when an approved leave is added for a user, or when a leave request is approved automatically. - Trigger **New Leave Request Created** Triggers when a user requests a leave that needs approval. - Action **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. - Action **Cancel leave** Cancels an open or approved leave. - Action **Delete leave** Deletes a leave of a user the API key's owner manages and returns the deleted leave. - Action **Get department** Returns a single department with its ID, name, default flag and creation time. - Action **Get leave** Returns a single leave by its ID, including its dates, status, user and leave type. - Action **Get location** Returns a single location with its name, time zone, default flag and creation time. - Action **Get user** Returns a single Vacation Tracker user with their name, email, location, department, status and labels. - Action **List departments** Returns every department in your Vacation Tracker company, with each department's ID, name, default flag and creation time. - Action **List leaves** Returns the leaves that overlap a date range, optionally filtered by status. - Action **List leave types** Returns all of the company's leave types, active and inactive, with their IDs, names and colors. - Action **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. - Action **List users** Returns the users in your Vacation Tracker company, optionally filtered by status, location, department or label. - Action **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. ## 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) - [ **Vacation Tracker** Vacation Tracker is a PTO tracker that helps teams track leave, see who’s off, and approve time off fast.](https://apiant.ai/connections/vacation-tracker) 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 Vacation Tracker - [ **HubSpot to Vacation Tracker** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vacation-tracker) - [ **Salesforce to Vacation Tracker** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vacation-tracker) - [ **Slack to Vacation Tracker** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vacation-tracker) - [ **Google Sheets to Vacation Tracker** Google Sheets](https://apiant.ai/connect/google-sheets-to-vacation-tracker) - [ **Gmail to Vacation Tracker** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vacation-tracker) - [ **Google Calendar to Vacation Tracker** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-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.