Clio through One
''.
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
- Find the action in the table below, or call
search_one_platform_actions with platform clio if it is not listed.
- 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.
- 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.
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