Build solutions, not workarounds.
What do you want Sellsy 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 Sellsy can start in Clio
When New Company in Sellsy
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 Sellsy and Clio
Triggers and actions 5 triggers · 43 actions
- New Company
Triggers when a new company (client or prospect) is created.
- New Contact
Triggers when a new contact is created.
- Updated Company
Triggers when a company (client or prospect) is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Task
Triggers when a task is updated.
- Create Annotation
Creates a new annotation.
- Create Company
Creates a new company (prospect or client).
- Create Contact
Creates a new contact.
- Create Opportunity
Creates an opportunity.
- Create Task
Creates a new Task.
- Create/Update Company
Creates a new company (prospect or client). Make an update if we found an existing company with provided email.
- Create/Update Contact
Creates a new contact. Make an update if we found an existing contact with provided email.
- Delete Task
Deletes a Sellsy task.
- Get Opportunity
Returns one Sellsy opportunity by id.
- Get Task
Returns one Sellsy task by id.
- List Opportunity Pipeline Steps
Lists the steps of a pipeline; supplies the required step id for Create Opportunity.
- Update Task
updates a task's title, description, due date, status etc.; fires task.updated.
- 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 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.
- 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.
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
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Questions
Sellsy and Clio, answered
What can start an automation from Sellsy?
Any of Sellsy's 5 triggers in the catalog, including New Company, New Contact, Updated Company and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Clio when something happens in Sellsy?
Any of Clio's 31 actions, including Create Calendar Entry, Create Communication, Create Company Contact and Create Expense Entry (Activity). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clio to Sellsy?
Clio has no triggers in the catalog today, so automations start in Sellsy. 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 Sellsy 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.