--- title: "Clio integrations and MCP server - APIANT.ai" description: "Connect Clio to any other app, or use it from your AI client over MCP. Clio is a practice management platform that helps lawyers work more efficiently by..." canonical: "https://apiant.ai/connections/clio" --- # Clio integrations Connect Clio to any other app, or use it from your AI client over MCP. 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 OAuth [goclio.com](https://goclio.com/) **8** triggers **38** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Clio? 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) Popular ## Clio with the apps people pair it with most - [ **Clio to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/clio-to-pandadoc) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) - [ **Clio to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/clio-to-google-drive) Pair it ## Connect Clio with another app - [ **Clio to PandaDoc**](https://apiant.ai/connect/clio-to-pandadoc) - [ **capture to Clio**](https://apiant.ai/connect/capture-to-clio) - [ **Clio to HubSpot**](https://apiant.ai/connect/clio-to-hubspot) - [ **Clio to Salesforce**](https://apiant.ai/connect/clio-to-salesforce) - [ **Clio to Slack**](https://apiant.ai/connect/clio-to-slack) - [ **Clio to Google Sheets**](https://apiant.ai/connect/clio-to-google-sheets) - [ **Clio to Gmail**](https://apiant.ai/connect/clio-to-gmail) - [ **Clio to Google Calendar**](https://apiant.ai/connect/clio-to-google-calendar) - [ **Clio to Google Drive**](https://apiant.ai/connect/clio-to-google-drive) - [ **Clio to Mailchimp**](https://apiant.ai/connect/clio-to-mailchimp) - [ **Clio to Stripe**](https://apiant.ai/connect/clio-to-stripe) - [ **Clio to Shopify**](https://apiant.ai/connect/clio-to-shopify) - [ **Clio to QuickBooks Online**](https://apiant.ai/connect/clio-to-quickbooks-online) - [ **Clio to Pipedrive**](https://apiant.ai/connect/clio-to-pipedrive) - [ **ActiveCampaign to Clio**](https://apiant.ai/connect/activecampaign-to-clio) - [ **Clio to Notion**](https://apiant.ai/connect/clio-to-notion) - [ **Airtable to Clio**](https://apiant.ai/connect/airtable-to-clio) - [ **Clio to Trello**](https://apiant.ai/connect/clio-to-trello) - [ **Asana to Clio**](https://apiant.ai/connect/asana-to-clio) - [ **Clio to JIRA**](https://apiant.ai/connect/clio-to-jira) - [ **ClickUp to Clio**](https://apiant.ai/connect/clickup-to-clio) - [ **Clio to Zoom**](https://apiant.ai/connect/clio-to-zoom) - [ **Clio to Discord**](https://apiant.ai/connect/clio-to-discord) - [ **Clio to Twilio**](https://apiant.ai/connect/clio-to-twilio) - [ **Clio to SendGrid**](https://apiant.ai/connect/clio-to-sendgrid) - [ **Clio to Outlook**](https://apiant.ai/connect/clio-to-outlook) - [ **Clio to Intercom**](https://apiant.ai/connect/clio-to-intercom) - [ **Clio to Freshdesk**](https://apiant.ai/connect/clio-to-freshdesk) - [ **Clio to Klaviyo**](https://apiant.ai/connect/clio-to-klaviyo) - [ **Brevo to Clio**](https://apiant.ai/connect/brevo-to-clio) - [ **Clio to Typeform**](https://apiant.ai/connect/clio-to-typeform) - [ **Clio to JotForm**](https://apiant.ai/connect/clio-to-jotform) - [ **Calendly to Clio**](https://apiant.ai/connect/calendly-to-clio) - [ **Clio to Webflow**](https://apiant.ai/connect/clio-to-webflow) - [ **Clio to Wix**](https://apiant.ai/connect/clio-to-wix) - [ **Clio to LinkedIn**](https://apiant.ai/connect/clio-to-linkedin) - [ **Clio to Facebook**](https://apiant.ai/connect/clio-to-facebook) - [ **Clio to Instagram**](https://apiant.ai/connect/clio-to-instagram) - [ **Clio to OpenAI**](https://apiant.ai/connect/clio-to-openai) - [ **Clio to Anthropic**](https://apiant.ai/connect/clio-to-anthropic) - [ **Clio to OneDrive**](https://apiant.ai/connect/clio-to-onedrive) - [ **Clio to Google Docs**](https://apiant.ai/connect/clio-to-google-docs) - [ **Clio to Ontraport**](https://apiant.ai/connect/clio-to-ontraport) - [ **Clio to Freshworks CRM**](https://apiant.ai/connect/clio-to-freshworks-crm) - [ **Clio to GoHighLevel**](https://apiant.ai/connect/clio-to-gohighlevel) - [ **Capsule CRM to Clio**](https://apiant.ai/connect/capsule-crm-to-clio) - [ **Clio to Copper**](https://apiant.ai/connect/clio-to-copper) - [ **Clio to Streak**](https://apiant.ai/connect/clio-to-streak) - [ **Clio to NetHunt CRM**](https://apiant.ai/connect/clio-to-nethunt-crm) - [ **Clio to MINDBODY**](https://apiant.ai/connect/clio-to-mindbody) - [ **Clio to Supabase**](https://apiant.ai/connect/clio-to-supabase) - [ **Clio to PostgreSQL**](https://apiant.ai/connect/clio-to-postgresql) - [ **Clio to MySQL**](https://apiant.ai/connect/clio-to-mysql) - [ **Clio to Vercel**](https://apiant.ai/connect/clio-to-vercel) - [ **Clio to ElevenLabs**](https://apiant.ai/connect/clio-to-elevenlabs) - [ **Clio to PagerDuty**](https://apiant.ai/connect/clio-to-pagerduty) - [ **Clio to Pushover**](https://apiant.ai/connect/clio-to-pushover) - [ **Clio to Gravity Forms**](https://apiant.ai/connect/clio-to-gravity-forms) - [ **Clio to HubSpot Enterprise**](https://apiant.ai/connect/clio-to-hubspot-enterprise) - [ **Clio to Google Forms**](https://apiant.ai/connect/clio-to-google-forms) What your agent can do with Clio ## Triggers and actions 8 triggers · 38 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. Reviews ## What our customers say Questions ## Clio, answered ### ### Is there a Clio MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Clio. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Clio actions on demand, or have APIANT build, test and run automations that use Clio. Nothing to install. ### ### 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 Clio? Any of Clio's 38 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 I use Clio directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Clio two ways. Ask it to do something in Clio 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Clio API? No. APIANT connects to the Clio API for you, and you sign in to Clio once with OAuth. Describe what you want in plain language and your agent builds it on the Clio triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Clio API documentation and adds it. ### ### 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.