Clio
Connect legal matters, contacts, billing, and practice management data.
OpenTeam brings connected accounts, workspace files, tasks, and AI execution into one Team surface, so requests can move from chat to finished work without losing context.
Files and generated outputs stay together.
Execution runs in the selected Team runtime.
Results return to chat, files, and the board.
This public page is generated from the same app catalog as Portal, so new apps appear here when the catalog is updated.
Practice management, matters, real estate, and legal workflows.
Connect legal matters, contacts, billing, and practice management data.
Connect Lawyer Done Deal and Realti using Gateway browser login credentials.
Enable public Canadian case law and legislation research through A2AJ.
Use official Canadian legal case, legislation, and citator metadata.
Connect Westlaw Canada research, documents, KeyCite, and history.
Research, source lookup, translation comparison, and study workflows.
Look up Scripture, compare KJV, CUV, Greek, Hebrew, and licensed translations.
Databases, cloud infrastructure, APIs, diagnostics, and developer workflows.
Connect AWS accounts for cloud inventory, operations, diagnostics, and costs.
Connect Azure subscriptions for cloud inventory, operations, diagnostics, and costs.
Connect PostgreSQL databases for schema inspection and read-only SQL work.
Search OpenTeam UI components, examples, and add commands through MCP.
Accounting, ERP, reconciliation, and reporting systems.
Connect general ledger, budgeting, accounts payable, accounts receivable, and Dataverse records.
Connect companies, customers, vendors, items, sales orders, purchase orders, and finance records.
Connect inventory, products, warehouses, purchase orders, and Dataverse records.
Store Lone Wolf API credentials for Foundation accounting and real estate product workflows.
Connect QuickBooks companies for accounting workflows and reconciliation.
Connect Zoho Inventory organizations for items, contacts, orders, packages, and stock workflows.
Connect Sage Intacct companies using company login credentials.
Connect Sage Construction Management companies using web-session login credentials.

Connect ERP, financials, CRM, and operational records from NetSuite.
Connect SAP ERP, finance, procurement, and operational business data.
Brokerage, market data, portfolio analysis, and investment research workflows.
Connect general ledger, budgeting, accounts payable, accounts receivable, and Dataverse records.
Use Interactive Brokers read-only market data for stock research, quotes, options, news, and fundamentals.
Connect Bloomberg market data and analytics for investment research workflows.
Connect a St. Louis Fed FRED API key for macroeconomic time series, releases, categories, tags, and vintage research.
Use official SEC EDGAR filings, XBRL company facts, insider transactions, and 13F holdings for company research.
Endpoint security, identity, posture, and response workflows.
Campaign planning, ads, listings, social commerce, and content workflows.
Social publishing, comments, DMs, conversations, and social commerce workflows.
Productivity, ERP, messaging, brokerage, and business operations.
Sign in with a Microsoft 365 admin account for users, groups, and license workflows.

Connect booking businesses, services, staff, and appointments.

Connect notebooks, sections, and pages through Microsoft Graph.

Connect Planner plans, buckets, assigned tasks, and guarded task writes.
Connect sites, lists, list items, and guarded item writes.
Connect tenant-level Microsoft Forms settings through Graph beta.

Connect users, groups, applications, and tenant directory metadata.

Connect accounts, contacts, opportunities, and Dataverse records.
Connect general ledger, budgeting, accounts payable, accounts receivable, and Dataverse records.
Connect projects, resourcing, time, expenses, billing, and Dataverse records.
Connect cases, queues, knowledge articles, service operations, and Dataverse records.
Connect contact center conversations, queues, routing, operations, and Dataverse records.
Connect customer profiles, segments, journeys, marketing insights, and Dataverse records.
Connect companies, customers, vendors, items, sales orders, purchase orders, and finance records.
Connect work orders, bookings, service tasks, customer assets, and Dataverse records.
Connect inventory, products, warehouses, purchase orders, and Dataverse records.
Connect Power Platform environments, apps, flows, connectors, DLP policies, and tenant admin operations.

Connect workspaces, reports, and datasets through the Power BI REST API.

Connect task lists and tasks through Microsoft Graph.
Connect Shifts schedules, shifts, and guarded shift writes.
Connect GoDaddy domains and DNS records for guarded domain management.
Store Lone Wolf API credentials for Foundation accounting and real estate product workflows.
Connect Bitdefender GravityZone endpoint security inventory, policies, reports, quarantine, and response workflows.
Connect Zoho Inventory organizations for items, contacts, orders, packages, and stock workflows.
Connect Twilio accounts for SMS, phone number, and call-log workflows.
Connect SimpleTexting accounts for SMS/MMS campaigns, contacts, keywords, and analytics.
Connect Sage Intacct companies using company login credentials.
Connect Sage Construction Management companies using web-session login credentials.
Connect boards, notes, links, tasks, and visual project plans.
Connect Notion workspaces, pages, databases, and project documentation.
Connect Jira, Confluence, Compass, and Atlassian workspace data.
Connect Linear issues, projects, teams, cycles, and roadmaps.
Connect Canva designs, folders, brand content, and creative workflows.
Connect Figma design files, comments, and design context.
Connect Asana tasks, projects, portfolios, goals, and workspaces.
Connect Salesforce CRM records and hosted MCP workflows.
Connect support tickets, contacts, companies, and helpdesk knowledge.
Connect Clover merchants for orders, payment reads, employees, customers, inventory, and POS records.

Connect ERP, financials, CRM, and operational records from NetSuite.
Connect SAP ERP, finance, procurement, and operational business data.
Connect Microsoft Office documents and productivity workflows.
Connect SharePoint sites, document libraries, files, and lists.
Connect OneDrive files and folders for Microsoft 365 file workflows.
Connect Xiaohongshu search, notes, comments, and social commerce workflows.
Connect WhatsApp conversations and customer messaging workflows.
Connect Teams chats and channels for collaboration workflows.
Connect Slack channels, messages, and team collaboration context.
Stores, marketplaces, orders, inventory, and checkout workflows.
Connect companies, customers, vendors, items, sales orders, purchase orders, and finance records.
Connect inventory, products, warehouses, purchase orders, and Dataverse records.
Connect Zoho Inventory organizations for items, contacts, orders, packages, and stock workflows.
Connect Clover merchants for orders, payment reads, employees, customers, inventory, and POS records.
Connect Shopify stores for orders, products, inventory, and storefront operations.
Connect Seller Central marketplaces, orders, listings, and fulfillment data.
Connect financing and payment activity for customer purchase workflows.
Connect charges, customers, invoices, payouts, and payment events.
Connect Square sales, customers, locations, and payment records.
Connect Xiaohongshu search, notes, comments, and social commerce workflows.
Google Workspace, Drive, Gmail, Calendar, Business Profile, and Ads.
Outlook, Teams, OneDrive, SharePoint, Office, Planner, Lists, Forms, and To Do.
Connect Outlook mailboxes for email triage and communication workflows.
Connect Outlook calendars for scheduling and meeting preparation.
Connect OneDrive files and folders for Microsoft 365 file workflows.
Connect SharePoint sites, document libraries, files, and lists.
Connect Teams chats and channels for collaboration workflows.
Connect Shifts schedules, shifts, and guarded shift writes.
Connect Microsoft Office documents and productivity workflows.

Connect booking businesses, services, staff, and appointments.

Connect notebooks, sections, and pages through Microsoft Graph.

Connect Planner plans, buckets, assigned tasks, and guarded task writes.
Connect sites, lists, list items, and guarded item writes.
Connect tenant-level Microsoft Forms settings through Graph beta.

Connect task lists and tasks through Microsoft Graph.

Connect workspaces, reports, and datasets through the Power BI REST API.
Dynamics 365 Sales, Field Service, Supply Chain, Dataverse, CRM, and operations workflows.

Connect accounts, contacts, opportunities, and Dataverse records.
Connect general ledger, budgeting, accounts payable, accounts receivable, and Dataverse records.
Connect projects, resourcing, time, expenses, billing, and Dataverse records.
Connect cases, queues, knowledge articles, service operations, and Dataverse records.
Connect contact center conversations, queues, routing, operations, and Dataverse records.
Connect customer profiles, segments, journeys, marketing insights, and Dataverse records.
Connect companies, customers, vendors, items, sales orders, purchase orders, and finance records.
Connect work orders, bookings, service tasks, customer assets, and Dataverse records.
Connect inventory, products, warehouses, purchase orders, and Dataverse records.
Azure cloud infrastructure, databases, operations, diagnostics, and developer workflows.
Connect Azure subscriptions for cloud inventory, operations, diagnostics, and costs.
Microsoft 365 Admin, Entra ID, Power Platform Admin, tenant, identity, licensing, and directory workflows.
Sign in with a Microsoft 365 admin account for users, groups, and license workflows.

Connect users, groups, applications, and tenant directory metadata.
Connect Power Platform environments, apps, flows, connectors, DLP policies, and tenant admin operations.
Payments, payouts, financing, customer billing, and POS records.
Connect Clover merchants for orders, payment reads, employees, customers, inventory, and POS records.
Connect financing and payment activity for customer purchase workflows.
Connect charges, customers, invoices, payouts, and payment events.
Connect Square sales, customers, locations, and payment records.
Portal manages the account and task surface. Gateway runs the work where the Team workspace lives. Workspace keeps the source files and outputs visible to the people who need them.
Add and choose the accounts a task can use from the Team surface.
Run connected work through the Gateway assigned to that Team workspace.
Keep tasks, files, accounts, and review history scoped to the selected Team.
Start with one Team, one connected account, and one real task.