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 91–99 of 99 actions
CLIO_MANAGE_UPDATE_CALENDAR_ENTRY
Update at least one field on a Clio calendar entry without sending calendar notifications. Existing contact attendees cause the update to fail closed because Clio always emails them. Recurring updates require occurrence or series scope; future-series updates are unsupported. Requires Clio's Calendars write permission.
Untrusted display-only summary
CLIO_MANAGE_UPDATE_COMMUNICATION
Update a recorded Clio communication using its current ETag, including explicitly confirmed irreversible deletion of external properties. Notification subscribers are intentionally unsupported. Requires Communications write permission.
Untrusted display-only summary
CLIO_MANAGE_UPDATE_CONTACT
Update at least one field on a Clio person or company, including adding or updating nested email and phone records. Setting destroy=true with a nested record ID irreversibly deletes that record. Requires Clio's Contacts write permission.
Untrusted display-only summary
CLIO_MANAGE_UPDATE_DOCUMENT
Update only Clio document metadata with an If-Match ETag. It cannot restore a trashed document, initialize or finalize uploads, create versions, or mutate external properties. HTTP 412 is surfaced without retry. Requires Documents write permission.
Untrusted display-only summary
CLIO_MANAGE_UPDATE_FOLDER
Rename, move, recategorize, or restore a Clio folder, and add, change, or explicitly and irreversibly delete external properties, using its current ETag. Requires Documents write permission.
Untrusted display-only summary
CLIO_MANAGE_UPDATE_MATTER
Update at least one field on an existing Clio matter, optionally using its ETag for concurrency safety. Requires Clio's Matters write permission.
Untrusted display-only summary
CLIO_MANAGE_UPDATE_NOTE
Update a Clio note using its current ETag. Notification subscribers are intentionally unsupported. Requires Notes write permission.
Untrusted display-only summary
CLIO_MANAGE_UPDATE_TASK
Update at least one field on an existing Clio task. Assignee notifications are disabled on reassignment. Completion notifications are disabled and verified before a complete status transition. Requires Clio's Tasks write permission.
Untrusted display-only summary
CLIO_MANAGE_VOID_BILL
Irreversibly void an Unpaid bill after exact ID, number, ETag, state, and confirmation checks. Clio only accepts bills without recorded payments. Draft and Pending Approval bills must use Delete Bill. Uses Clio's official DELETE bill operation and requires Billing write 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.