autotask
claudecodexKaseya Autotask PSA - tickets, CRM, projects, contracts, billing
16 skills · 15 commands · 2 agents
55
claudecodex
clio
Clio Manage — legal practice management: matters, contacts, time/expense activities, tasks, documents (metadata), calendar, and billing
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Plugin clio from marketplace msp-claude-plugins in WYRE-AI/msp-claude-plugins. Commands read from the repo's manifest — yesterday.
What it installs
Skills (4)
Clio API PatternsClio Manage MCP fundamentals: OAuth 2.0 Authorization Code connection via Conduit, region selection, the matters-as-hub data model, decision-tree tool navigation, pagination, and the deliberate v1 scope limits (no delete anywhere, documents metadata-only, communications/calendar/bills read-only). Wh
Clio ContactsClio contacts -- the people and companies connected to matters: person vs. company contact types, and how a contact relates to the matters they are party to (client, opposing party, witness, and other roles). When creating, updating, or searching for a Clio contact, or when figuring out how a contac
Clio MattersClio matters -- the case/client-file object that almost everything else in Clio hangs off of: the matter status lifecycle, linking a matter to a client contact, practice areas, custom fields, and matter numbering. When creating, updating, searching, or summarizing a Clio matter, or when deciding wha
Clio Time & BillingClio time and expense activities logged against a matter: the activities domain's create-only lifecycle, the billing-read / time-entry-write split, and why billing mutations are out of scope for v1. When logging a time entry, logging an expense, or looking up bill status in Clio. Use when: clio time
Slash commands (4)
/clio:log-timeLog a time entry (billable activity) against a Clio matter
/clio:matter-summaryConsolidated view of one Clio matter — contacts, open tasks, recent activities, recent communications, and bills
/clio:search-contactsSearch Clio contacts by name, company, or email
/clio:search-mattersSearch or list Clio matters by name/client and status
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