First-party app
Clio

Clio

Manage matters, contacts, tasks, calendar entries, time/expense entries and documents in Clio Manage, the legal practice management platform.

stable Legal & ComplianceCustomer Relationship ManagementProductivity

About

Clio ships in the w6w first-party pack. It declares 25 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.clio
Version
0.1.1
Author
w6w
Licence
MIT
Categories
Legal & Compliance · Customer Relationship Management · Productivity

Overview

Clio Manage is legal practice management software for law firms, and this app covers the operational surface a workflow drives from outside the practice: matters, contacts, tasks, calendar entries, time and expense activities, documents and notes, over Clio’s own API.

It reads and writes matters (cases) and contacts (clients and counsel), lists and creates tasks and calendar entries, tracks time and expense entries against a matter, lists and downloads documents, and files notes against a contact or matter. This app works the same way across Clio’s US, EU, Canadian and Australian regional deployments, so a firm on any of the four connects without extra configuration.

Good for firms that want to create a matter or a client record automatically from an intake form, log time or calendar entries from another system, keep case status in sync with a project tracker, or pull documents and notes into a downstream workflow without leaving Clio as the system of record.

Build with Clio

Three routes to the same 25 actions. The Workflow tab is generated from Clio's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Activity

activity-create

Create a time entry, expense entry, or hard/soft cost entry.

Get Activity

activity-get

Fetch one time/expense/cost entry by id.

List Activities

activity-list

List time entries, expense entries and cost entries, optionally filtered by matter, user, task, type or status.

Update Activity

activity-update

Update fields on an existing time/expense/cost entry. Only the fields you set are changed.

Create Calendar Entry

calendar-entry-create

Create a new calendar entry (event).

Get Calendar Entry

calendar-entry-get

Fetch one calendar entry by id.

List Calendar Entries

calendar-entry-list

List calendar entries, optionally filtered by calendar, matter or a time range.

Create Contact

contact-create

Create a new person or company contact.

Get Contact

contact-get

Fetch one contact by id.

List Contacts

contact-list

List contacts (people and companies), optionally filtered by type or client status.

Update Contact

contact-update

Update fields on an existing contact. Only the fields you set are changed.

Get Document Download URL

document-download-get

Resolve a document's short-lived, pre-signed download URL, without fetching the file's bytes.

Get Document

document-get

Fetch one document's metadata by id.

List Documents

document-list

List documents, optionally filtered by matter, contact or parent folder.

Create Matter

matter-create

Create a new matter for an existing client (contact).

Get Matter

matter-get

Fetch one matter by id.

List Matters

matter-list

List matters, optionally filtered by status, client, practice area or attorney.

Update Matter

matter-update

Update fields on an existing matter. Only the fields you set are changed.

Create Note

note-create

Create a note on a matter or a contact.

List Notes

note-list

List notes attached to matters or contacts.

Create Task

task-create

Create a new task assigned to a user or contact.

Get Task

task-get

Fetch one task by id.

List Tasks

task-list

List tasks, optionally filtered by matter, assignee, status or priority.

Update Task

task-update

Update fields on an existing task. Only the fields you set are changed.

Get Current User

user-who-am-i

Fetch the user this connection authenticates as.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Clio's real ids.

{
  "manifestVersion": "2",
  "name": "clio-example",
  "steps": [
    {
      "id": "activity-create",
      "uses": {
        "app": "io.w6w.clio",
        "action": "activity-create",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "type": "<type>",
        "date": "<date>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Activity

    perform
    activity-create
  • Get Activity

    read
    activity-get
  • List Activities

    search
    activity-list
  • Update Activity

    perform
    activity-update
  • Create Calendar Entry

    perform
    calendar-entry-create

+20 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Clio, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Clio. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "activity-create",
  payload: {
    type: "<value>",
    date: "<value>",
    // matterId: "<value>",
    // quantitySeconds: "<value>",
    // price: "<value>",
    // note: "<value>",
    // nonBillable: "<value>",
    // fields: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action activity-create --payload '{"type":"<value>","date":"<value>"}'

Give an AI agent Clio — without giving it Clio's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.clio#activity-create",
    "input": {
      "type": "<type>",
      "date": "<date>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Clio connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Clio's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Clio itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Clio declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Clio platform status

Page-level indicator from status.clio.com. Component-level detail is not exposed by the vendor's machine-readable API — see this file's own doc comment.

quota

Rate limit headroom

X-RateLimit-Limit / -Remaining / -Reset from a signed GET /users/who_am_i.json, read for their headers only.