# Clio MCP for AI Agents AI Agent Connect > Clio MCP lets you manage your entire legal practice from your AI agent. You can pull matter details, track firm tasks, check billing statuses, and manage contacts without leaving your chat interface. It connects your Clio account directly to your workflow so you can handle case logistics through natural conversation. ## Overview - **Category:** finance-accounting - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/ai-agent-connect - **Tags:** case-management, time-tracking, legal-billing, matter-management, document-organization, law-firm-operations ## Description Imagine you're in the middle of a research session and need to know the status of a specific litigation case or who's assigned to it. Instead of switching tabs, opening Clio, and digging through filters, you just ask your agent. This Connector handles the heavy lifting of navigating your firm's data. You can pull up contact info for a new client, log a time entry as soon as a meeting ends, or check if a specific invoice is still outstanding. It brings your practice management into the same space where you're already doing your thinking. Because Vinkius makes connecting these tools so easy, you can get your Clio data flowing into your preferred AI client in minutes. It turns your agent into a legal operations assistant that knows your firm's structure, your active matters, and your upcoming deadlines. You stop being a data entry clerk and start spending more time on actual legal work. ## Tools ### list_matters Filter and view all legal cases based on their current status. Use this to see what's open or pending. ### get_matter Pull specific details like practice area and the responsible attorney for a case. Great for quick lookups. ### create_matter Start a new legal matter with a reference number and client contact. This handles the initial case setup. ### list_contacts See a complete list of all people and companies in your firm's directory. Use this for a full overview. ### search_contacts Look up a specific person or organization by name or email. Use this to find existing clients quickly. ### get_contact Get phone numbers, emails, and addresses for a specific firm contact. Use this to pull details for a call. ### create_contact Add a new person or company to your firm's contact database. Use this to onboard new clients or vendors. ### list_activities View a history of all time entries and expenses, including rates and notes. Use this to audit your billing. ### create_activity Log a new time entry or expense against a specific date and duration. It helps track billable work accurately. ### list_tasks Review firm-wide to-dos and critical court deadlines. Use this to keep the team on track. ### list_notes Pull up case notes, including subjects and dates, for a specific matter. It keeps your history accessible. ### create_task Add a new deadline or filing reminder to a matter or the general firm list. Use this for follow-ups. ### create_note Document a strategy decision or research finding directly into a matter's history. This preserves your work. ### list_bills Monitor firm revenue and see a list of all outstanding invoices. Use this to keep an eye on cash flow. ### get_bill Retrieve specific line items, totals, and due dates for a single invoice. Perfect for client queries. ### list_calendar_entries View upcoming events, locations, and linked matters on the firm calendar. Use this to plan your week. ### list_documents See a list of files, categories, and dates for documents tied to a case. Use this to find specific files. ### list_practice_areas Get an overview of the different legal categories your firm handles. Useful for firm structure audits. ### search_matters Find a specific case quickly using keywords or partial names. This saves time when you have hundreds of cases. ### list_matter_stages See where a case stands in its lifecycle, from intake to trial. Use this to track the progress of a matter. ### list_communications View a history of firm communications including subjects and bodies. Use this to keep track of client interactions. ### get_user_profile See the current profile information for the authenticated user. Use this for internal identity checks. ### list_users See all internal users and attorneys within your law firm. Use this for team management and workload planning. ## Prompt Examples **Prompt:** ``` What's the status of the Smith v. Jones case? ``` **Response:** ``` Checking the Smith v. Jones matter... | Field | Detail | | :--- | :--- | | **Status** | Discovery | | **Attorney** | Sarah Jenkins | | **Next Deadline** | Oct 12th | Would you like me to pull up the notes for this case? ``` **Prompt:** ``` List all my outstanding invoices for this month. ``` **Response:** ``` I've pulled the current billing data for this month: * **Invoice #1024**: $2,500.00 (Due: Oct 15) * **Invoice #1030**: $4,800.00 (Due: Oct 20) * **Invoice #1035**: $5,150.00 (Due: Oct 22) **Total Outstanding**: $12,450.00 ``` **Prompt:** ``` Add a note to the 'City Refurb' matter about the new strategy. ``` **Response:** ``` I've added that note to the City Refurb matter. It's now saved in the case history for the team to see. **Note Added:** *"Discussed new strategy regarding zoning permits. Proceeding with Phase 2."* ``` ## Capabilities ### Pull matter details Get specific case information like practice area and responsible attorney instantly. ### Log time and expenses Record billable hours and expenses against specific dates and durations. ### Track court deadlines View and create firm-wide to-dos and critical court dates for any matter. ### Search firm contacts Find people or organizations in your database by name or email. ### Check invoice statuses Monitor firm revenue and view outstanding balances for specific bills. ### List practice areas Get an overview of the different legal categories your firm handles. ### View calendar events See upcoming events, locations, and linked matters on the firm calendar. ## Use Cases ### Checking a client's balance during a call An attorney needs to know if a client has an outstanding balance. They ask the agent to check the bill status. The agent uses get_bill to find the total and due date instantly. ### Prepping for a hearing A legal assistant is prepping for a hearing. They ask the agent to list all tasks for a specific matter. The agent uses list_tasks to show all upcoming deadlines and notes. ### Reviewing firm workload A practice manager wants to see who is handling the most cases. They ask the agent to list all matters and see the responsible attorneys. The agent uses list_matters and get_matter. ### Onboarding a new client A paralegal finds a new lead. They ask the agent to add a new contact and create a new matter for them. The agent uses create_contact and create_matter to handle the setup. ## Benefits - Stop switching between your AI agent and Clio by pulling matter details and contact info directly into your conversation using get_matter. - Keep your firm's schedule organized by using list_tasks to track court deadlines and internal to-dos without opening a separate dashboard. - Manage your cash flow more accurately by using list_bills to monitor outstanding receivables and invoice statuses in real-time. - Log your billable hours immediately after a meeting by using create_activity to record time entries and expenses on the fly. - Improve your research speed by using list_notes and list_documents to quickly surface specific case history and files. - Maintain a clean firm directory by using create_contact and search_contacts to keep your database updated without manual data entry. ## How It Works The bottom line is you get a direct line from your AI agent to your entire Clio practice database. 1. Subscribe to the Clio MCP on Vinkius. 2. Create a Developer Application in your Clio account settings. 3. Provide 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 see the status of a specific legal matter?** Yes! Use the `get_matter` tool with the matter ID. The agent will return the current status (Open, Closed, etc.), the client name, and the responsible attorney. **How do I check if a bill has been paid?** Use the `list_bills` tool. Your agent will fetch the list of generated bills, which includes their amounts and payment statuses, directly from Clio. **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. Note: the one-click Connect with Clio button currently works for US region accounts. Users in other regions should use the same Developer Application setup but may need to complete the OAuth flow using the manual instructions in the documentation. **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.