Weavz
Clio

Clio

Legal practice management for matters, contacts, tasks, time entries, document metadata, and webhooks.

OAuth2Productivity
29 tools
1 trigger
Use withChatGPTClaudeClaude CodeCursorCodexMCP clientsSetup guide

Tools

Name
list_matters

List Clio matters with optional status filter.

get_matter

Get details of a specific Clio matter.

create_matter

Create a Clio matter using the official matters payload.

update_matter

Update a Clio matter by ID.

delete_matter

Delete a Clio matter by ID. Clio returns 204 No Content when the record is deleted.

list_contacts

List Clio contacts.

create_contact

Create a Clio contact using the official contacts payload.

update_contact

Update a Clio contact by ID.

delete_contact

Delete a Clio contact by ID. Clio returns 204 No Content when the record is deleted.

list_tasks

List Clio tasks, optionally filtered by matter.

create_task

Create a Clio task using the official tasks payload.

update_task

Update a Clio task by ID.

delete_task

Delete a Clio task by ID. Clio returns 204 No Content when the record is deleted.

list_activities

List Clio activities such as time and expense entries.

create_activity

Create a Clio activity/time entry using the official activities payload.

delete_activity

Delete a Clio activity/time entry by ID. Clio returns 204 No Content when the record is deleted.

list_notes

List Clio notes. The type parameter must be matter or contact.

create_note

Create a Clio note using the official notes payload.

update_note

Update a Clio note by ID.

delete_note

Delete a Clio note by ID. Clio returns 204 No Content when the record is deleted.

list_documents

List Clio document metadata. This action does not download document bodies.

download_document

Download a Clio document by ID and return base64 content with content type metadata.

delete_document

Delete a Clio document metadata/file record by ID. Clio returns 204 No Content when the record is deleted.

list_payment_links

List Clio Payments payment links visible to the connected user.

create_payment_link

Create a Clio Payments payment link using the official payment link payload.

list_payments

List Clio Payments payment records visible to the connected user.

list_webhooks

List Clio webhook subscriptions available to the connected app.

create_webhook

Create a Clio webhook subscription. Use the trigger URL as the callback URL.

delete_webhook

Delete a Clio webhook subscription by ID.

Triggers

Name
webhook_event_received

Receive Clio webhook payloads. Create the subscription in Clio using this trigger URL.

Quick Start

TypeScript
import { WeavzClient } from '@weavz-io/sdk'

const weavz = new WeavzClient({ apiKey: 'wvz_...' })

const result = await weavz.actions.execute('clio', 'list_matters', {
  workspaceId: '550e8400-e29b-41d4-a716-446655440000',
  integrationAlias: 'clio',
  input: { /* ... */ },
})
API ReferenceTypeScript SDKPython SDKAll FeaturesPricing

Related Integrations

Accela

Accela

9 tools

Accredible

Accredible

8 tools

Actionstep

Actionstep

30 tools

ACTIVE Network

ACTIVE Network

3 tools

Works well with

Canva

Canva

33 tools

Zoho Mail

Zoho Mail

32 tools

HubSpot

HubSpot

29 tools

ConstructionOnline

ConstructionOnline

25 tools

Frequently Asked Questions

How do I connect Clio to my app?

Use Weavz Hosted Connect for OAuth2 authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.

What tools does Clio support?

Clio supports 29 tools including List Matters, Get Matter, Create Matter, Update Matter, Delete Matter, and more.

Can I use Clio with AI agents?

Yes. Add Clio to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.

How do I connect Clio to ChatGPT or Claude?

Open the Weavz connector setup, sign in, choose a workspace, and add Clio as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped Clio tools exposed by that workspace.

Does Clio work with Claude Code, Cursor, Codex, and local agents?

Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved Clio work, and execute Code Mode workflows from a terminal.

What can I ask an AI agent to do with Clio?

Clio exposes 29 tools, including List Matters, Get Matter, Create Matter, Update Matter, Delete Matter, and more. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.

Can Clio be used in stateful agent workflows?

Yes. Agents can combine Clio tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.

What authentication does Clio use?

Clio uses OAuth2. Weavz stores OAuth credentials securely and refreshes tokens when supported by the provider.

How much does the Clio integration cost?

The Clio integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.

What triggers does Clio support?

Clio supports 1 triggers including Webhook Event Received.

Connect Clio in minutes

Get 20,000 free action executions every month. No credit card required.

Get Started FreeBrowse All Integrations