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Clio - Canada icon

Clio - Canada ACTION

Create New Matter

Creates a new matter in Clio. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Clio - Canada account once, then configure and run Create New Matter from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "clio_canada-create-matter",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    clio_canada: { authProvisionId: "apn_xxxxxxx" },
    clientId: "Client ID",
    description: "Description",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create New Matter inputs
Property Type Description
clientId Client ID string
The unique identifier for a single Contact associated with the Matter.
Required Dynamic
description Description string
A description of the matter or task.
Required
closeDate Close Date string
Date the Matter was set to closed. (Expects an ISO-8601 date). Eg. 2021-01-01
Optional
clientReference Client Reference string
Client Reference string for external uses.
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
clio_canada-create-matter
Version
0.0.1
App
Clio - Canada
Authentication
OAuth
Behavior
May modify external data