Build solutions, not workarounds.
What do you want PassEntry and Clio to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 PassEntry can start in Clio
When New Pass Created in PassEntry
then Create Company 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 PassEntry and Clio
Triggers and actions 1 trigger · 31 actions
- New Pass Created
Triggers when a new pass is created in PassEntry.
- Create Pass
Creates a new wallet pass from a pass template.
- Deactivate Pass
Deactivates a pass so it moves to the expired section of the holder's wallet. The pass can still receive updates and can be reactivated later.
- Get Pass
Retrieves a single pass by its UUID or External ID, including its status, download URL, template and pass content.
- Get Pass Template
Retrieve a single pass template by id.
- Send Notification
Sends a push notification message to a wallet pass.
- Update Pass
Updates an existing wallet pass by its ID: template field values, NFC, barcode, design overrides, expiry, locations, beacons, group tags, and optionally sends a push notification or deactivates/reactivates the pass.
- 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 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 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 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.
- Update activity
Update an activity.
- Update Matter
Update an existing matter.
- Update Person Contact
Updates an existing person contact.
- Update Task
Updates a task.
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
Reviews
What our customers say
More from PassEntry
PassEntry to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
PassEntry to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
PassEntry to StripeStripe is a payment processing platform for online businesses.
PassEntry to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
PassEntry to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
PassEntry to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Clio
HubSpot to ClioHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ClioGoogle Sheets
Gmail to ClioGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ClioGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
PassEntry and Clio, answered
What can start an automation from PassEntry?
Any of PassEntry's 1 trigger in the catalog, including New Pass Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Clio when something happens in PassEntry?
Any of Clio's 25 actions, including Create Company Contact, Create Expense Entry (Activity), Create Matter and Create Matter Folder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clio to PassEntry?
Clio has no triggers in the catalog today, so automations start in PassEntry. If you need the other direction, ask: your agent reads Clio's API documentation and adds it.
Do I have to build a connector for PassEntry or Clio?
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.
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.