CLIO_MANAGE
Clio Manage legal practice management for United States-region accounts on app.clio.com. Manage clients, matters, calendars, tasks, time, and billing. Canada, EU, and Australia accounts require separate regional OAuth applications and hosts.
Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.
Pakkawork boundary
Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.
99
Action summaries
Display-only definitions
0
Trigger types
Not installed instances
1
Auth modes
Field names, never values
No
Execution
No runtime adapter
Authentication map
OAUTH2
No fields declared in this snapshot.
Capability index
Showing 31–60 of 99 actions
CLIO_MANAGE_FIND_MATTER
Find by matter_id alone, or exhaustively search using display_number, description, or client_reference, optionally narrowed by client_id and status. All collection results are exact-filtered; multiple matches are reported as ambiguous. Requires Matters read permission.
Untrusted display-only summary
CLIO_MANAGE_FIND_MATTER_BY_CUSTOM_FIELD
Validate a dynamic Matter custom field, exhaustively scan all exact provider candidates, and report zero, one, or every ambiguous exact match. Requires Custom Fields and Matters read permissions.
Untrusted display-only summary
CLIO_MANAGE_FIND_NEWEST_MATTER_BY_CLIENT_EMAIL
Resolve exactly one contact by exact email, exhaust all of that client's matters, and select the greatest created_at with greatest ID as the tie-break. If any candidate lacks a valid created_at, return comparison_incomplete and do not select a newest matter. Requires Contacts and Matters read permissions.
Untrusted display-only summary
CLIO_MANAGE_FIND_OR_CREATE_COMPANY_CONTACT
Exhaustively preflight a Clio company identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and, when used, Custom Fields read permissions.
Untrusted display-only summary
CLIO_MANAGE_FIND_OR_CREATE_MATTER
Choose either client_id or client_email, not both, plus client_reference or a complete custom-field ID/value pair. Resolve exactly one client, exhaustively find an exact matter identity, create only when absent, then repeat the exhaustive search to detect concurrent duplicates. Requires Matters write and relevant Cont…
Untrusted display-only summary
CLIO_MANAGE_FIND_OR_CREATE_PERSON_CONTACT
Exhaustively preflight a Clio person identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and, when used, Custom Fields read permissions.
Untrusted display-only summary
CLIO_MANAGE_FIND_PERSON_CONTACT
Exhaustively find exact Clio person contacts without choosing an arbitrary duplicate. Requires Contacts read permission.
Untrusted display-only summary
CLIO_MANAGE_FIND_USER
Find one Clio user using a single selector: user_id, email, or full name. enabled and include_co_counsel apply only to email or name searches. ID uses the documented single-user endpoint; email and name searches exhaust all id-ascending pages and report duplicate exact users as ambiguous. Requires Users read permissio…
Untrusted display-only summary
CLIO_MANAGE_GENERATE_DOCUMENT_FROM_TEMPLATE
Create a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout. This creates a persistent automation and generated Documents; completed returns those documents, failed or empty returns that terminal outcome, and polling expiry returns still_pending with the…
Untrusted display-only summary
CLIO_MANAGE_GET_ACTIVITY
Get one Clio time or expense activity by ID, including billing state and its user and matter references.
Untrusted display-only summary
CLIO_MANAGE_GET_BILL
Get one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals. Requires Billing read permission.
Untrusted display-only summary
CLIO_MANAGE_GET_CALENDAR
Get one Clio calendar by ID, including its type, permission, visibility, source, and colors. Requires the Calendars read permission selected on the Clio developer application.
Untrusted display-only summary
CLIO_MANAGE_GET_CALENDAR_ENTRY
Get one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details. Requires the Calendars read permission selected on the Clio developer application.
Untrusted display-only summary
CLIO_MANAGE_GET_COMMUNICATION
Retrieve one recorded Clio communication. This does not send a message or notify subscribers. Requires Communications read permission.
Untrusted display-only summary
CLIO_MANAGE_GET_CONTACT
Get one Clio person or company by its known ID, including primary and structured email and phone details. Use Search Contacts to discover an ID. Requires Contacts read permission on the Clio developer application.
Untrusted display-only summary
CLIO_MANAGE_GET_CURRENT_USER
Return the authenticated Clio user and role information for identity checks and default user references. Requires the Users read permission selected on the Clio developer application.
Untrusted display-only summary
CLIO_MANAGE_GET_DOCUMENT
Get one Clio document and its latest-version metadata by ID. Requires Documents read permission.
Untrusted display-only summary
CLIO_MANAGE_GET_FOLDER
Retrieve one Clio folder by ID. Requires Documents read permission.
Untrusted display-only summary
CLIO_MANAGE_GET_MATTER
Get one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method. Requires read access to Matters.
Untrusted display-only summary
CLIO_MANAGE_GET_MATTER_CLIENT
Retrieve the client contact for one Clio matter. Requires Contacts and Matters read permission.
Untrusted display-only summary
CLIO_MANAGE_GET_NOTE
Retrieve one Clio matter or contact note. Reading a note does not notify subscribers. Requires Notes read permission.
Untrusted display-only summary
CLIO_MANAGE_GET_TASK
Get one Clio task by its known ID, including description, status, due date, priority, assignee, matter, and completion-notification state. Requires read access to Tasks in the Clio developer application.
Untrusted display-only summary
CLIO_MANAGE_GET_USER
Get one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information. Requires the Users read permission selected on the Clio developer application.
Untrusted display-only summary
CLIO_MANAGE_LIST_ACTIVITY_DESCRIPTIONS
List selectable Clio activity descriptions and resolved rates for time entries. Requires Activities read permission.
Untrusted display-only summary
CLIO_MANAGE_LIST_CALENDARS
List visible or writable Clio calendars to resolve the owner ID for calendar entries. Requires the Calendars read permission selected on the Clio developer application.
Untrusted display-only summary
CLIO_MANAGE_LIST_COMMUNICATIONS
Return one bounded page of recorded Clio email or phone communications. This reads logs and does not send messages or notify subscribers. Requires Communications read permission.
Untrusted display-only summary
CLIO_MANAGE_LIST_CONTACT_EMAIL_ADDRESSES
Return one bounded page of email addresses for a Clio contact. Requires Contacts read permission.
Untrusted display-only summary
CLIO_MANAGE_LIST_CONTACT_PHONE_NUMBERS
Return one bounded page of phone numbers for a Clio contact. Requires Contacts read permission.
Untrusted display-only summary
CLIO_MANAGE_LIST_DOCUMENT_AUTOMATIONS
Return one bounded page of Clio document-generation automations. Requires Documents read permission.
Untrusted display-only summary
CLIO_MANAGE_LIST_DOCUMENTS
Return one bounded provider page of Clio documents. Requires Documents read permission.
Untrusted display-only summary
Provenance
The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.
Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.