Clio MCP Server with 12 Tools Ready for AI Agents

Name: Clio
Availability: InStock
Author: Vinkius

GDPR Free for Subscribers

Practice law more efficiently with legal case management, time tracking, billing, and document organization in one system. Unlock 12 tools ready out of the box. Connect this App Connector to instantly empower AI agents like Claude Code, Cursor, or any MCP-compatible client with advanced capabilities.

Built for AI Agents by Vinkius

Ask AI about this App Connector

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius delivers Streamable HTTP and SSE to any MCP client

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

What is the Clio MCP Server?

The Clio MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Clio via 12 tools. Practice law more efficiently with legal case management, time tracking, billing, and document organization in one system. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (12)

create_contactcreate_matterget_contactget_matterget_user_profilelist_activitieslist_billslist_communicationslist_contactslist_matter_stageslist_matterslist_tasks

Tools for your AI Agents to operate Clio

Ask your AI agent "List all active legal matters in my Clio account." and get the answer without opening a single dashboard. With 12 tools connected to real Clio data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

Build your own MCP Server with our secure development framework →

The Clio App Connector works with every AI agent you already use

…and any MCP-compatible client

Use all 12 Clio tools with your AI agents right now

Empower your AI agents to connect to Clio and securely perform advanced actions on Vinkius infrastructure. Beyond a simple connection, you gain an advanced AI Gateway that provides complete visibility into agent activity, ensuring maximum governance and optimized token usage.

create_contact

Create a new contact

create_matter

Provide description and client ID. Create a new legal matter

get_contact

Get details of a specific contact

get_matter

Get details of a specific matter

get_user_profile

Get current user profile information

list_activities

List billable activities (time and expenses)

list_bills

List billing invoices

list_communications

List firm communications

list_contacts

List all contacts

list_matter_stages

List possible stages for matters

list_matters

List all legal matters (cases)

list_tasks

List tasks

What the Clio MCP Server unlocks

Connect your Clio (v4) account to any AI agent and take full control of your legal practice management and firm operations through natural conversation.

What you can do

Matter & Case Orchestration — List and manage legal matters programmatically, monitoring their entire lifecycle from intake to resolution in real-time
Billing & Activity Intelligence — Track billable time and expenses associated with specific matters and retrieve detailed high-fidelity invoice summaries
Relationship CRM — Access complete profiles for individuals and company contacts (clients, counsel) to maintain a perfectly coordinated relationship ecosystem
Communication Architecture — Access logged calls, emails, and firm-wide task lists to ensure high-fidelity oversight of all firm interactions
Regional Flexibility — Connect across multiple data centers (US, CA, EU, AU) using specialized access tokens and regional base URLs directly through your agent

How it works

1. Subscribe to this server
2. Retrieve your Access Token from the Clio Developer Portal (App Center)
3. Identify your Region (us, ca, eu, or au) to ensure correct endpoint routing
4. Start managing your law firm's workload from Claude, Cursor, or any MCP client

No more manual deal logging or digging through complex matter tables in the portal. Your AI acts as your dedicated legal operations specialist and billing coordinator.

Who is this for?

Attorneys & Partners — instantly retrieve case summaries and check billable hour targets using natural language commands
Legal Administrators — monitor firm-wide tasks and manage client contact directories without leaving your communication tools
Legal Tech Developers — integrate automated matter tracking and expense reporting into custom workflows through simple AI queries