App

Connect Clio to any app

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Connects with OAuthgoclio.com
25 actions

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 to automate with Clio?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

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)
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)

Popular

Clio with the apps people pair it with most

Pair it

Connect Clio with another app

What your agent can do with Clio

Triggers and actions 25 actions

  • 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 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 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 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
    Update activity

    Update an activity.

  • Action
    Update Matter

    Update an existing matter.

  • Action
    Update Person Contact

    Updates an existing person contact.

  • Action
    Update Task

    Updates a task.

Reviews

What our customers say

Questions

Clio, answered

What can your agent do in Clio?

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.

Which apps can Clio connect to?

Any app in the catalog; the list on this page pairs Clio with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.