# Clio MCP for AI Agents AI Agent Connect > Clio MCP lets you manage your law firm's daily operations through your AI client. It handles legal matters, billable time, client contacts, and firm tasks in one place. Stop switching between tabs and let your agent handle the data entry and organization for your practice. This connection gives you a direct way to interact with your Clio data using natural language. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_BwlcOwG9x44aEuWyMF5bptejkpGfQIEUH6UuzgKO/ai-agent-connect - **Tags:** case-management, time-tracking, legal-billing, matter-management, document-organization, law-firm-operations ## Description Managing a law firm usually means jumping between different screens to log hours, update case statuses, and keep track of client details. This Connector changes that by giving your AI agent a direct line into your Clio account. Instead of hunting for a specific matter number or manually typing out a time entry, you can just tell your agent what happened. It can pull up a client's history, summarize your recent notes, or check your upcoming deadlines without you having to leave your chat interface. By using this through the Vinkius catalog, you get a unified way to handle these tasks. It turns your AI into a legal operations specialist that knows your firm's structure and handles the heavy lifting of data management while you focus on the actual law. You can query your current workload, check who is responsible for specific cases, or get a summary of your firm's communications in seconds. It removes the friction of navigating complex menus and clicking through dozens of tabs to find a single piece of information. This connection makes your AI a functional part of your firm, capable of performing the routine administrative tasks that usually slow down your day. ## Tools ### create_contact Add a new person or company to your directory. This keeps your CRM updated without manual entry. ### create_matter Set up a new legal case with a reference number and client. This ensures every new matter starts with the correct data. ### get_contact Pull up the phone, email, and address for any contact. Use this to quickly find info during a call. ### list_matters See all your open, closed, or pending cases at once. It helps you get a bird's eye view of your current workload. ### create_activity Log a time entry or an expense against a matter. This makes tracking billable work much faster. ### list_tasks See every deadline and to-do item for a specific case or the whole firm. It keeps your court dates organized. ### create_task Add a new deadline or a reminder for a filing. You can link it to a specific matter for better tracking. ### list_notes Review all the notes you've taken on a specific case. This helps you catch up on previous strategy decisions. ### create_note Add a new note about a conversation or research finding. It keeps all your case details in one place. ### list_bills View your firm's invoices and outstanding receivables. Use this to monitor your revenue stream. ### get_bill See the line items and balance for a specific invoice. It helps you answer client questions about billing. ### list_calendar_entries See your firm's calendar events and locations. This helps you coordinate meetings and hearings. ### list_documents Find and filter files associated with a specific matter. It makes it easy to locate contracts or evidence. ### list_practice_areas See how your firm's matters are categorized. This is great for getting an overview of your firm's structure. ### search_matters Find a specific case using a keyword or partial name. This saves time when you have hundreds of matters. ### list_matter_stages See where each case stands in the lifecycle. Use this to track progress from intake to trial. ### list_communications Pull up the history of calls and emails. This ensures you have the full context of firm interactions. ### get_user_profile See the details of the current user profile. This helps the agent understand who is currently logged in. ### list_users See the list of attorneys and staff in your firm. Use this for managing workload distribution. ### get_matter Get a full summary of a case including the responsible attorney and status. This is your go-to for case details. ### list_contacts View your entire firm contact directory. Use this to browse your network of clients and counsel. ### search_contacts Find a specific person or organization by name or email. This is the fastest way to find a contact's info. ### list_activities See all time entries and expenses for a matter. Use this to check billing status and hours worked. ## Prompt Examples **Prompt:** ``` What are the most recent notes on the Smith estate case? ``` **Response:** ``` I've pulled the latest notes for the **Smith Estate** case: * **Oct 12:** Strategy meeting regarding the distribution of assets. * **Oct 10:** Initial review of the will and beneficiary list. * **Oct 05:** Client call to discuss timeline for the probate process. Would you like me to add a new note to this matter? ``` **Prompt:** ``` List all my outstanding invoices for this month. ``` **Response:** ``` Here are your outstanding invoices for the current month: | Client | Amount Due | Due Date | | :--- | :--- | :--- | | Global Tech | $2,450.00 | Nov 15 | | Acme Legal | $1,200.00 | Nov 18 | Would you like me to send a reminder to either of these clients? ``` **Prompt:** ``` Create a new task for the Jones matter: 'File motion by Friday'. ``` **Response:** ``` I've added that deadline for you. **Task Created:** * **Description:** File motion * **Due Date:** This Friday * **Linked Matter:** Jones Is there anything else you need to add to the Jones case? ``` ## Capabilities ### Log billable hours and expenses Add time entries and costs to specific cases instantly. ### Manage legal matters View, search, and organize your firm's active and closed cases. ### Maintain client records Create and find contact details for people and companies. ### Track firm deadlines List and create tasks to stay on top of court dates and to-dos. ### Access case documentation View and filter files and notes associated with specific matters. ### Monitor firm finances Get summaries of invoices and outstanding balances. ### Sync firm communications Pull up logs for calls and emails to keep everyone on the same page. ## Use Cases ### Missing a court deadline A busy attorney asks the agent to list all tasks for a specific matter. The agent identifies a court filing due tomorrow and creates a reminder using create_task. ### Quick billing check A partner wants to know how much time was spent on a corporate acquisition. The agent uses list_activities to sum up the hours and presents the total. ### New client intake An admin needs to add a new company and start a case. They tell the agent to use create_contact and create_matter to set everything up in one go. ### Researching communication history A junior associate needs to know what was discussed in a previous call. They ask the agent to find the last three communications for a specific client using list_communications. ## Benefits - Stop manual data entry by using create_matter and create_contact to build your database via voice or text. - Get a clear view of your revenue by using list_bills and get_bill to check outstanding invoices instantly. - Never miss a court date by using list_tasks and create_task to keep your deadlines front and center. - Find any document or note in seconds with list_documents and list_notes instead of digging through folders. - Keep your team synced by using list_communications and list_users to see who is doing what across the firm. ## How It Works The bottom line is you get a direct bridge between your legal data and your AI agent. 1. Subscribe to this Connector on Vinkius. 2. Create a Developer Application in your Clio account settings. 3. Enter your Client ID and Secret to authorize the connection. ## Frequently Asked Questions **How do I connect my Clio account?** After subscribing, the setup wizard will guide you through 3 simple steps: 1) Select your data region (US, Canada, EU, or Australia). 2) Enter the Client ID and Client Secret from your Clio Developer Application. 3) Click the **Connect with Clio** button — a popup will open where you approve access. That's it! No manual token exchange or curl commands required. **Where do I find the Redirect URI for my Clio Developer Application?** When creating your Developer Application in Clio, set the **Redirect URI** to: `https://api.vinkius.com/marketplace/oauth/callback`. This is the platform's secure callback endpoint that completes the OAuth authorization automatically. **How do I get my Client ID and Client Secret?** Sign in to Clio and go to **Settings → Developer Applications** (direct link: `https://app.clio.com/settings/developer_applications`). Click **New Application**, give it a name, and set the **Redirect URI** to `https://api.vinkius.com/marketplace/oauth/callback`. Save the app and copy the **Client ID** and **Client Secret** (the secret is shown only once — copy it immediately). **Can I create new legal cases via AI?** Yes! The `create_matter` tool allows the agent to register new legal cases by providing a display number, description, and client ID. **Do I need to refresh my tokens manually?** No. The platform automatically refreshes your access token in the background. You only need to click **Connect with Clio** once during setup, and the integration will keep working indefinitely. **Which Clio regions are supported?** All four Clio regions are supported: United States (app.clio.com), Canada (ca.app.clio.com), Europe/UK (eu.app.clio.com), and Australia (au.app.clio.com). Select your region in the first step of the setup wizard.