Clio MCP. Manage your entire legal practice from chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Clio MCP handles all aspects of legal practice management: from logging time and expenses to organizing client contacts and managing case deadlines.
Use it to track matters' entire lifecycle in natural conversation, automating tasks like generating detailed invoices or pulling full histories on any contact.
What your AI agents can do
Create activity
Logs time or money spent on a specific legal matter.
Create contact
Adds new people or company records to the firm directory.
Create matter
Starts a brand-new legal case file, linking it to an existing client contact.
List, get details for, or search across active legal matters.
Log new billable activities or retrieve detailed summaries of past work performed.
Create, list, or search for client and company contact records.
Retrieve logs of calls, emails, and notes tied to a specific matter or contact.
Create new internal follow-ups or court-mandated deadlines for any case.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Clio: 23 Case & Billing Tools
These tools let you programmatically perform every core function of a law firm, from listing client contacts to creating new matters.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Clio on Vinkius019e472dcreate activity
Logs time or money spent on a specific legal matter.
019dd0d0create contact
Adds new people or company records to the firm directory.
019dd0d0create matter
Starts a brand-new legal case file, linking it to an existing client contact.
019e472dcreate note
Adds a detailed note about strategy or research directly to a specific matter file.
019e472dcreate task
Sets a future deadline, like a court date or internal follow-up.
019e472dget bill
Retrieves all line items and totals for a specific invoice.
019dd0d0get contact
Pulls full contact details, including phone numbers and addresses, for any person or company.
019dd0d0get matter
Gathers the main status, client name, and responsible attorney info for a case.
019dd0d0get user profile
Shows basic details about the user linked to the account.
019dd0d0list activities
Lists all past time entries and expenses, optionally filtering by a specific case.
019dd0d0list bills
Provides an overview of outstanding invoices to monitor firm revenue.
019e472dlist calendar entries
Shows scheduled appointments and meetings, including their location and linked matter.
019dd0d0list communications
Retrieves subjects and bodies of logged calls or emails tied to a case or contact.
019dd0d0list contacts
Provides a full list of all people and companies the firm has recorded.
019e472dlist documents
Lists files, like contracts or exhibits, associated with a specific matter ID.
019dd0d0list matter stages
Shows the lifecycle stage of a case (e.g., Intake, Discovery, Closed).
019dd0d0list matters
Lists all legal cases, allowing filtering by status like open or pending.
019e472dlist notes
Retrieves notes and summaries of past conversations for a specific matter.
019e472dlist practice areas
Lists the types of law (like Corporate or Family Law) handled by the firm.
019dd0d0list tasks
Provides a list of all outstanding deadlines and internal to-dos, filterable by case.
019e472dlist users
Shows which attorneys or employees are set up in the firm system for workload management.
019e472dsearch contacts
Searches your contact directory using a name or email address.
019e472dsearch matters
Finds specific legal cases when you only know a keyword or partial case name.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Clio, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Sandboxed per request
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Policy on every call
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 23 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Tracking the full life of a client file is a mess of clicking and copy-pasting.
Right now, tracking one case means jumping between tabs: checking the matter list for status, going to communications history for emails, then opening the billing section to see outstanding invoices. You spend half your morning just cross-referencing which task belongs to which client and what documents relate to that specific date.
With this MCP, you simply ask your agent for a full overview of the case. It pulls together all that data—the matter status, communication logs, associated tasks, and billing records—so you get one cohesive answer instead of five separate screens.
The Clio MCP provides complete visibility into every piece of client work.
You no longer have to manually check if a deadline was set or if the billing entry matches the activity. Instead, you can ask your agent to list_tasks and then use list_activities on the same matter ID. It connects the timeline (the task) directly to the work performed (the activities).
That level of linkage means your AI acts as a true operations specialist, connecting time tracking straight through to case management without you lifting a finger.
What you can do with this MCP connector
This connector lets your agent take control of your firm’s operations right inside your chat window. You can build a complete record for any client, tracking everything from initial contact details to final billing statements. Need to know what happened last week? You can pull all logged calls and emails associated with a specific case.
Want to fix the books? Simply request an invoice summary or log a new billable expense against a matter number. It's about seeing the whole picture—the contacts, the documents, the time spent, and the money owed—without leaving your AI client. When you connect through Vinkius, every single data point flowing out is captured in a tamper-proof audit trail, which means you always know exactly who did what and when.
019dd0d0-a3a0-71aa-8c87-4272e66aabcc 
How Clio MCP Works
- 1 Subscribe to this MCP, then create a Developer Application within your Clio account (this is a one-time setup).
- 2 Provide your Client ID and Client Secret, clicking 'Connect with Clio' to authorize access.
- 3 Start talking to your agent from Claude or Cursor; it handles the rest of the connections.
The bottom line is you talk to your AI client like a lawyer talks to an associate, and it executes the necessary actions across your entire firm’s data structure.
Who Is Clio MCP For?
Attorneys, paralegals, and legal administrators. These are people who wake up stressed because they know their billing records or case files are a mess of tabs and spreadsheets.
You use it to instantly pull summaries on large client accounts or check if billable targets were met last month.
You manage the firm's task list, ensuring nothing falls through the cracks—from filing reminders to updating contact directories.
You pull case documents and communications history for a matter so you can prep a summary memo for your supervising attorney.
What Changes When You Connect
- Get instant financial clarity. Instead of manually digging into complex billing portals, you can ask your agent to get the bill and list bills for outstanding receivables.
- Stay on top of deadlines. You can list tasks or create a task when an important court date pops up, ensuring nothing slips through the cracks.
- Build full client profiles. Need to know everything about 'Acme Corp'? Your agent can pull all their contact details and then search_contacts for specific people associated with them.
- Keep track of case progress. You don't have to check multiple tabs; you just ask to list matters or get matter details, and it gives a full status report.
- Automate record keeping. Need to document a strategy discussion? Use the create_note tool instead of writing up a physical memo—it gets saved right against the case file.
Real-World Use Cases
Client onboarding and initial setup
A new client calls. Instead of creating multiple records, you ask your agent to create_contact for the primary decision-maker and then immediately create_matter using their contact ID, kicking off the file in one go.
Quarterly billing review
It's time to bill. You tell your agent to list_activities for a specific matter, calculate totals, and then use create_activity to log any final expenses before asking it to get_bill the summary.
Missing case information
You can't find the files on 'Smith v. Jones.' You ask your agent to search_matters using a keyword, and it finds the specific matter ID and associated documents via list_documents.
Preparing for a deposition
You need all communications related to the Smith case. Your agent pulls all logged calls and emails using list_communications, giving you a clean timeline of events.
The Tradeoffs
Checking status manually
Logging into the Clio portal, clicking on 'Matters,' then searching for a case number to see if it's open or closed.
→ Just ask your agent to list_matters. It gives you the status and details without opening a browser tab.
Tracking expenses separately
Sending an email about a receipt, then having to manually log it into a separate 'Expenses' system.
→ Tell your agent to create_activity for the expense. It logs the cost against the correct matter and client right away.
Finding contact details
Searching Google or LinkedIn because you don't have a reliable phone number or company address.
→ Use get_contact to pull all verified data, including multiple email addresses and physical locations, directly from your firm’s records.
When It Fits, When It Doesn't
Use this MCP if your pain points involve coordinating the core legal functions: billing, case status, contact history, and deadlines. It's essential for building a single source of truth around a matter or client. Don't use it just because you need to read documents; use list_documents only when you need files linked to a specific matter ID. If your primary goal is simply drafting internal memos that don't relate to an existing case, create_note might be too restrictive—you may need a general document storage tool instead.
Common Questions About Clio MCP
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.
When should I use `list_matters` versus searching for case details? +
Use list_matters when you need an overview of cases based on criteria like status (open, closed) or client. This tool returns a filtered list of matters; if you only know a keyword or partial name, use search_matters instead.
How does the AI ensure I'm looking at the correct person when calling `search_contacts`? +
The agent uses your provided search criteria (like an email address or company name) to query your entire contact directory. It returns the specific profile details, ensuring you have the accurate record before associating it with a new matter.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.