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Clio integration. Manage Recordses. Use when the user wants to interact with Clio data.
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Use when retrieving arbitration institutional rules (ICC, LCIA, SCC, SIAC, HKIAC, VIAC, МКАС/МАК при ТПП України, UNCITRAL) — fetching current version, verifying redaction applicable to the date of arbitration agreement, constructing URLs for official rule texts
Use when choosing the Polish legal regime for letters, requests, applications, complaints, petitions, public-information requests, KPA filings, PPSA complaints, RODO access requests, registry extracts, court-file access, tax/ZUS/cudzoziemcy/USC procedures, or professional lawyer letters. Prevents mixing UDIP, KPA, PPSA, RODO, registry, special-procedure, and advocate/radca letter regimes.
Use when preparing applications for recognition and enforcement of foreign arbitral awards in Poland, applications for setting aside arbitral awards under KPC art. 1205–1211, or opposing such applications — mapping Article V of the 1958 New York Convention to art. 1214–1215 of the Polish KPC, identifying grounds for refusal, structuring public policy arguments
Showing SKILL.md
Based on SOC occupation classification
| name | clio-manage |
| title | Clio |
| description | Clio integration. Manage Recordses. Use when the user wants to interact with Clio data. |
| author | membranedev |
| author_url | https://github.com/membranedev/application-skills/tree/main/skills/clio-manage |
| license | MIT |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | general |
| language | en |
Clio is a data management platform. Use the available actions to discover its full capabilities.
Official docs: https://developers.clio.com/
This skill uses the Membrane CLI to interact with Clio. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.
Install the Membrane CLI so you can run membrane from the terminal:
npm install -g @membranehq/cli@latest
membrane login --tenant --clientName=<agentType>
This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.
Headless environments: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:
membrane login complete <code>
Add --json to any command for machine-readable JSON output.
Agent Types : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness
Use membrane connection ensure to find or create a connection by app URL or domain:
membrane connection ensure "https://clio.com" --json
The user completes authentication in the browser. The output contains the new connection id.
This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.
If the returned connection has state: "READY", skip to Step 2.
If the connection is in BUILDING state, poll until it's ready:
npx @membranehq/cli connection get <id> --wait --json
The --wait flag long-polls (up to seconds, default 30) until the state changes. Keep polling until is no longer .
--timeoutstateBUILDINGThe resulting state tells you what to do next:
READY — connection is fully set up. Skip to Step 2.
CLIENT_ACTION_REQUIRED — the user or agent needs to do something. The clientAction object describes the required action:
clientAction.type — the kind of action needed:
"connect" — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections."provide-input" — more information is needed (e.g. which app to connect to).clientAction.description — human-readable explanation of what's needed.clientAction.uiUrl (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present.clientAction.agentInstructions (optional) — instructions for the AI agent on how to proceed programmatically.After the user completes the action (e.g. authenticates in the browser), poll again with membrane connection get <id> --json to check if the state moved to READY.
CONFIGURATION_ERROR or SETUP_FAILED — something went wrong. Check the error field for details.
Search using a natural language description of what you want to do:
membrane action list --connectionId=CONNECTION_ID --intent "QUERY" --limit 10 --json
You should always search for actions in the context of a specific connection.
Each result includes id, name, description, inputSchema (what parameters the action accepts), and outputSchema (what it returns).
Use npx @membranehq/cli@latest action list --intent=QUERY --connectionId=CONNECTION_ID --json to discover available actions.
membrane action run <actionId> --connectionId=CONNECTION_ID --json
To pass JSON parameters:
membrane action run <actionId> --connectionId=CONNECTION_ID --input '{"key": "value"}' --json
The result is in the output field of the response.
When the available actions don't cover your use case, you can send requests directly to the Clio API through Membrane's proxy. Membrane automatically appends the base URL to the path you provide and injects the correct authentication headers — including transparent credential refresh if they expire.
membrane request CONNECTION_ID /path/to/endpoint
Common options:
| Flag | Description |
|---|---|
-X, --method | HTTP method (GET, POST, PUT, PATCH, DELETE). Defaults to GET |
-H, --header | Add a request header (repeatable), e.g. -H "Accept: application/json" |
-d, --data | Request body (string) |
--json | Shorthand to send a JSON body and set Content-Type: application/json |
--rawData | Send the body as-is without any processing |
--query | Query-string parameter (repeatable), e.g. --query "limit=10" |
--pathParam | Path parameter (repeatable), e.g. --pathParam "id=123" |
membrane action list --intent=QUERY (replace QUERY with your intent) to find existing actions before writing custom API calls. Pre-built actions handle pagination, field mapping, and edge cases that raw API calls miss.