clio

name	clio
description
. Read and write Clio data through One	documents, documenttemplates, folders, reportpresets, tasktemplatelists, activities and more, 289 actions with real parameter documentation. Use whenever the user asks to look something up in Clio, create or update a record there, or build code against the Clio API.
license	One-Knowledge-1.0 (https://www.withone.ai/licenses/knowledge)
metadata	{"author":"one-systems","attribution":"Integration knowledge by One (withone.ai)","platform":"clio","generated-from":"one-knowledge-base"}

Clio through One

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One exposes Clio through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform clio if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Clio is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Clio account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Documents

Action	Method	Path	Action id
Download the Document	GET	/api/v4/documents/{{id}}/download.json	conn_mod_def::GLeonZN0EnA::ODK4gN_MRJitg7NEywKXKw
Get a Document	GET	/api/v4/documents/{{id}}.json	conn_mod_def::GLeonbGznhg::CVtorpDeRaaMj3qM40ul8Q
List Documents	GET	/api/v4/documents.json	conn_mod_def::GLeonqarMig::0VHVzjA8TaeZmapsPHQZ5w
Copy a Document	POST	/api/v4/documents/{{id}}/copy.json	conn_mod_def::GLeonZNkN9g::0lncLBpBQrmY6XR7mU3mgA
Create Document	POST	/api/v4/documents.json	conn_mod_def::GLeonWv9OlA::g4kqKfufTQaqnPvL2snaGw
Delete a Document	DELETE	/api/v4/documents/{{id}}.json	conn_mod_def::GLeonWvOmNA::BS-bj8AxSsO-8YNOv-lKhA
Save As Latest Version for a Document	POST	/api/v4/documents/{{id}}/versions/{{documentVersionId}}/save_as_latest_version.json	conn_mod_def::GLeonLX99wg::CXNUpj_rQWuxRh3bOlpubg
Update a Document	PATCH	/api/v4/documents/{{id}}.json	conn_mod_def::GLeonlHVkzg::VATXO2FWSTy1C1VYNcBbEA

DocumentTemplates

Action	Method	Path	Action id
Download a Document Template	GET	/api/v4/document_templates/{{id}}/download.json	conn_mod_def::GLeom_yf3Qg::HJ5vt7PHQx2onwWSqJxcPg
Get a Document Template	GET	/api/v4/document_templates/{{id}}.json	conn_mod_def::GLeonMR4uLg::XqD6ZXRGTNy889wkC1oqOQ
List Document Templates	GET	/api/v4/document_templates.json	conn_mod_def::GLeonNmnvbA::3hITXZQzQDibNDzyT4rekA
Create a Document Template	POST	/api/v4/document_templates.json	conn_mod_def::GLeonB6u7xA::EHmfypzjRlCUpz7DhmB0Cw
Delete a Document Template	DELETE	/api/v4/document_templates/{{id}}.json	conn_mod_def::GLeom_yrnNg::P-p8kZ2sR5OTEGKrH5oWcg
Update a Document Template	PATCH	/api/v4/document_templates/{{id}}.json	conn_mod_def::GLeonL0TRhA::eH3F_ssxSt-OoQ5hDpamNw

Folders

Action	Method	Path	Action id
Get a Folder by ID	GET	/api/v4/folders/{{id}}.json	conn_mod_def::GLeooCe12Bg::i5X6zgcoRqK6fR-0G9Lelw
List Folder Contents	GET	/api/v4/folders/list.json	conn_mod_def::GLeooFc2F4g::bX0NSFt3RbSme4qyEoXK9g
List Folders	GET	/api/v4/folders.json	conn_mod_def::GLeooHU3F3g::9u1U5ttlSRGxlDx4_KLSbA
Create Folder	POST	/api/v4/folders.json	conn_mod_def::GLeooCHhACA::2fLJPhYKQVCaIkCKh2W56Q
Delete a Folder	DELETE	/api/v4/folders/{{id}}.json	conn_mod_def::GLeooBoq8MA::07Gq4QiQStypRaZaFsARAQ
Update Folder	PATCH	/api/v4/folders/{{id}}.json	conn_mod_def::GLeooR4e2mA::K9cE4OKoRz6QH8wXJvjADQ

ReportPresets

Action	Method	Path	Action id
Get a Report Preset by ID	GET	/api/v4/report_presets/{{id}}.json	conn_mod_def::GLeorUUmBmg::mWqBVQx7SFybbMXFZcNcqA
List Report Presets	GET	/api/v4/report_presets.json	conn_mod_def::GLeorUL-KRA::NqX95pazTkafwZCtolCxiw
Create Report Preset	POST	/api/v4/report_presets.json	conn_mod_def::GLeorR7blKA::uQqSQIGWQraQL-0lz5dkng
Delete a Report Preset	DELETE	/api/v4/report_presets/{{id}}.json	conn_mod_def::GLeorRDm5yg::-AvoMU1cT5uezNg2l8GxsA
Generate Report for a Report Preset	POST	/api/v4/report_presets/{{id}}/generate_report.json	conn_mod_def::GLeorQxdV8g::usJ6lyAQT5-ES7ZClzLsvw
Update a Report Preset by ID	PATCH	/api/v4/report_presets/{{id}}.json	conn_mod_def::GLeorgA3mOA::5djvmTo9QqiwKufnIsxZ6A

TaskTemplateLists

Action	Method	Path	Action id
Get a Task Template List	GET	/api/v4/task_template_lists/{{id}}.json	conn_mod_def::GLeosDz2ANA::7C3fVDAmRIWiZUL1omCsiA
List Task Template Lists	GET	/api/v4/task_template_lists.json	conn_mod_def::GLeosFFY_1A::wP5aUZTpRiKk_WH2VWgRuw
Copy a Task Template List	POST	/api/v4/task_template_lists/{{id}}/copy.json	conn_mod_def::GLeor1w42Ig::zlQaumo8QxiPOUY65F1rRg
Create Task Template Lists	POST	/api/v4/task_template_lists.json	conn_mod_def::GLeor1xM3Yg::83PkEnQIRDS0z-cy8Q-VQw
Delete a Task Template List	DELETE	/api/v4/task_template_lists/{{id}}.json	conn_mod_def::GLeor188VIg::9yNnU9LIR_qVPHs-t9ZxwQ
Update a Task Template List	PATCH	/api/v4/task_template_lists/{{id}}.json	conn_mod_def::GLeosDfQjzA::y9c1J3B-RJ-WIQa-CEO81Q

Activities

Action	Method	Path	Action id
Get an Activity by ID	GET	/api/v4/activities/{{id}}.json	conn_mod_def::GLeohpwpuqg::EeOabiUqRtmVEh7hI_UPow
List Activities	GET	/api/v4/activities.json	conn_mod_def::GLeohwGPoVA::lEG8oaJ6QuCbPq6t-YKhsw
Create Activity	POST	/api/v4/activities.json	conn_mod_def::GLeohpDwXKA::lWGU0fLlSFCcJDSdjLVDiQ
Delete an Activity	DELETE	/api/v4/activities/{{id}}.json	conn_mod_def::GLeohm8jEnA::GTNZD-jrQ4mAqLfZR-Puog
Update Activity	PATCH	/api/v4/activities/{{id}}.json	conn_mod_def::GLeoholShHg::QmLWUAJAQwGzuPNHMNN6pA

ActivityDescriptions

Action	Method	Path	Action id
Get an Activity Description by ID	GET	/api/v4/activity_descriptions/{{id}}.json	conn_mod_def::GLeoh65lCYg::w6OOSFyRTiCc_RlZdHWAjw
List Activity Descriptions	GET	/api/v4/activity_descriptions.json	conn_mod_def::GLeoh9sOZvA::NmWoVaEtS1GNgauMclYcUw
Create Activity Description	POST	/api/v4/activity_descriptions.json	conn_mod_def::GLeoh6pyoXg::nI6ZL7vySQ2AY3g2ExSchg
Delete an Activity Description	DELETE	/api/v4/activity_descriptions/{{id}}.json	conn_mod_def::GLeoh5HsR6g::ryNekDlCQP-1XBBpnFQAXA
Update an Activity Description	PATCH	/api/v4/activity_descriptions/{{id}}.json	conn_mod_def::GLeoh7liYGA::-Zt7FWGeRBOdrGO7obC0rQ

ActivityRates

Action	Method	Path	Action id
Get an Activity Rate by ID	GET	/api/v4/activity_rates/{{id}}.json	conn_mod_def::GLeoiJbmnPg::hw3folaLTmqFVhj4YAQwHA
List ActivityRates	GET	/api/v4/activity_rates.json	conn_mod_def::GLeoiKn1UjA::kwUgi3KXSZ2ryFuhTOcRug
Create Activity Rate	POST	/api/v4/activity_rates.json	conn_mod_def::GLeoiHPP2wg::-hi-HqNiTVWA07m3DGXa8A
Delete an Activity Rate	DELETE	/api/v4/activity_rates/{{id}}.json	conn_mod_def::GLeoiHO2rbg::jXKJL17uTO2P3-W1KNW1fw
Update a Single Activity Rate	PATCH	/api/v4/activity_rates/{{id}}.json	conn_mod_def::GLeoiIXMGog::uSDkI7AIRvSvPoQAn1U07A

BankTransactions

Action	Method	Path	Action id
Get a Bank Transaction by ID	GET	/api/v4/bank_transactions/{{id}}.json	conn_mod_def::GLeoijyAbDg::TZiYsop1QUGpdx34R_dMEg
List Bank Transactions	GET	/api/v4/bank_transactions.json	conn_mod_def::GLeoiw_jG5g::VuE8YbXTTg-vCOCw0Oahjg
Create Bank Transaction	POST	/api/v4/bank_transactions.json	conn_mod_def::GLeoih_OUqg::0WkEuJiHQTCzdJxcrBAT4A
Delete a Bank Transaction	DELETE	/api/v4/bank_transactions/{{id}}.json	conn_mod_def::GLeoihqB9DA::Q3SjpbwqSNGLsAws99Rn3w
Update a Bank Transaction	PATCH	/api/v4/bank_transactions/{{id}}.json	conn_mod_def::GLeoivDqkJA::kQSxA8bEQKei6SY7Fe9JaQ

Bills

Action	Method	Path	Action id
Get a Bill by ID	GET	/api/v4/bills/{{id}}.json	conn_mod_def::GLeojSuJBoA::-13tl-9wQTWkqVa5I5Rq-w
List Bills	GET	/api/v4/bills.json	conn_mod_def::GLeojZkvOyg::kbQF5LTrTcmZ4DRMIJ_M0g
Preview a Bill	GET	/api/v4/bills/{{id}}/preview.json	conn_mod_def::GLeojQcr6bA::R4eVF4lKQNa9puw_TvGnMg
Delete or Void a Bill	DELETE	/api/v4/bills/{{id}}.json	conn_mod_def::GLeojB1Hbsg::HW2QQWFWTqmIHY56C6WSxg
Update a Bill	PATCH	/api/v4/bills/{{id}}.json	conn_mod_def::GLeojT41f0g::cRNLQztxQzuxwysh7F6tkg

CalendarEntries

Action	Method	Path	Action id
Get a Calendar Entry by ID	GET	/api/v4/calendar_entries/{{id}}.json	conn_mod_def::GLeojkqIbjA::hBuu3uK6Tm6pwhituHp_bA
List Calendar Entries	GET	/api/v4/calendar_entries.json	conn_mod_def::GLeojnTllZA::0jvLbsg-TnOErOFDzAYf8Q
Create Calendar Entries	POST	/api/v4/calendar_entries.json	conn_mod_def::GLeojRmOzog::22vsq017SlSmL-Jug_asfg
Delete a Calendar Entry	DELETE	/api/v4/calendar_entries/{{id}}.json	conn_mod_def::GLeojiszftA::_XskRmpVQoWx0HIjUA0osw
Update a Calendar Entry	PATCH	/api/v4/calendar_entries/{{id}}.json	conn_mod_def::GLeojkqN5KA::Uqza6VBvSxCL15040l_2xA

CalendarEntryEventTypes

Action	Method	Path	Action id
List Calendar Entry Event Types	GET	/api/v4/calendar_entry_event_types.json	conn_mod_def::GLeojy_1T2A::bLbEwB4tTBe98SkvwDp2Dw
Show a Calendar Entry Event Type	GET	/api/v4/calendar_entry_event_types/{{id}}.json	conn_mod_def::GLeojyxGNcg::p-ctaTCcSPuiPVC4IBqM3g
Create Calendar Entry Event Type	POST	/api/v4/calendar_entry_event_types.json	conn_mod_def::GLeojnDxg7g::lDelOaDpSf6PoPJ8QxH1MQ
Delete a Calendar Entry Event Type	DELETE	/api/v4/calendar_entry_event_types/{{id}}.json	conn_mod_def::GLeojxp2Hvg::dQvuGwCeTCiYywEVhL2oqQ
Update a Calendar Entry Event Type	PATCH	/api/v4/calendar_entry_event_types/{{id}}.json	conn_mod_def::GLeojzAmy1g::p4VN4xGoRU6G0eLY5CKhFg

Calendars

Action	Method	Path	Action id
Get a Calendar by ID	GET	/api/v4/calendars/{{id}}.json	conn_mod_def::GLeoj9TThHA::T2jYusKOTWiqDwA-i3B13g
List Calendars	GET	/api/v4/calendars.json	conn_mod_def::GLeokK0zj7g::R6kiv5_yTIS6i9nOsHeToQ
Create Calendar	POST	/api/v4/calendars.json	conn_mod_def::GLeoj8ldpiA::TKb2mEYITIWweBDwnlz03w
Delete a Calendar	DELETE	/api/v4/calendars/{{id}}.json	conn_mod_def::GLeoj8s9hcg::_-XLuh3_SNC_k7lhD3PgdQ
Update a Calendar	PATCH	/api/v4/calendars/{{id}}.json	conn_mod_def::GLeokHyBGag::8zcCIwA5Q7qz8Revxx8j-A

Comments

Action	Method	Path	Action id
Get a Comment	GET	/api/v4/comments/{{id}}.json	conn_mod_def::GLeoko-LIUA::4_4WjEqvSri8N_qzWw9mZw
List Comments	GET	/api/v4/comments.json	conn_mod_def::GLeokpcmwwA::G4Moxu3LSSKlcIfCpVMC5A
Create Comment	POST	/api/v4/comments.json	conn_mod_def::GLeoknyv3AA::v_vHqLFjSMuK9qhO5cAafw
Delete a Comment	DELETE	/api/v4/comments/{{id}}.json	conn_mod_def::GLeoknynixg::y5hDxgTqSfSS_1SbVaRIFA
Update a Comment	PATCH	/api/v4/comments/{{id}}.json	conn_mod_def::GLeokzpiXAA::GO3Lp0PaTu-OZYzvKci-yQ

Communications

Action	Method	Path	Action id
Get a Communication by ID	GET	/api/v4/communications/{{id}}.json	conn_mod_def::GLeok1Ecx6A::3Eg9gkLrSzOmvjJkJz4jTQ
List Communications	GET	/api/v4/communications.json	conn_mod_def::GLeok8CZI6g::n6qWSKCgSJugT3G44ITCfA
Create Communication	POST	/api/v4/communications.json	conn_mod_def::GLeok0Z1aJg::xmSyWp2XRAueGXo7xnut0w
Delete a Communication	DELETE	/api/v4/communications/{{id}}.json	conn_mod_def::GLeokzl6JrA::CyqX7ZLvSj2UR9WC3kagHA
Update a Communication	PATCH	/api/v4/communications/{{id}}.json	conn_mod_def::GLeolG85Pag::V2UrVkzNSSC1HekYuxIhQQ

Contacts

Action	Method	Path	Action id
Get a Contact by ID	GET	/api/v4/contacts/{{id}}.json	conn_mod_def::GLeolJAqArg::5G5ezjZYTNKGI5MghtiFXQ
List Contacts	GET	/api/v4/contacts.json	conn_mod_def::GLeolOQB-Cg::ddaCUBQ0SKmTnOsj59irgg
Create Contact	POST	/api/v4/contacts.json	conn_mod_def::GLeolG8yCeg::8Q7UVjGWSRGGL0qpmMQMZw
Delete a Contact	DELETE	/api/v4/contacts/{{id}}.json	conn_mod_def::GLeolGmJ6yg::aUxc9v-hTuqKhSFJkehgPg
Update a Contact	PATCH	/api/v4/contacts/{{id}}.json	conn_mod_def::GLeolaj_pEA::ZpLZnlFSSmmRRZAFyiMZdw

CustomActions

Action	Method	Path	Action id
Get a CustomAction by ID	GET	/api/v4/custom_actions/{{id}}.json	conn_mod_def::GLeol2BOgHA::9LiqLS2fSuyQkrf-xUHxPg
List Custom Actions	GET	/api/v4/custom_actions.json	conn_mod_def::GLeol365C-g::sVXqAvfrTZCio-VUGhgFlQ
Create Custom Action	POST	/api/v4/custom_actions.json	conn_mod_def::GLeol0ta3pg::DeNBr3IhRJmUKdo1xqHeBA

2 more CustomActions actions are available through search.

This lists 90 of 289 actions. For anything not here, call search_one_platform_actions with platform clio. The full catalog is at https://www.withone.ai/knowledge/clio.

When a call fails

The error comes from Clio, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/clio

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.