Clio MCP
CRM (Customer Relationship Management)
Use Clio MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Assign Task Template List
Assign a Task Template List.
Update Company Contact
Updates an existing company contact.
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 Folder
Creates a new folder in a matter.
Create Matter
Creates a new matter.
Use Clio MCP with any AI assistant
Zapier Clio MCP lets you connect Clio's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Clio. Select and scope actions to align with your Clio workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
