How to Use the Clio MCP in Claude Code

Q: How do I configure the Clio MCP Server for Claude Code?

Run claude mcp add --transport http vinkius-clio -- . Make sure all flags come before the server name. Verify the connection by running claude mcp list.

Q: Can Claude Code pull Clio case details into a shell script?

Yes. Your agent uses getmatter to fetch the responsible attorney, dates, and status. You can pipe that JSON output directly into your other terminal tools.

Q: Does the Clio MCP let Claude Code list matter stages?

It does. The agent executes listmatterstages to understand the case lifecycle. It pulls stages like Intake, Discovery, or Trial for your reporting scripts.

Q: Can Claude Code extract my Clio user profile?

Just ask your agent to check your identity. It triggers getuserprofile to pull your current details directly into the console.

Manage legal cases from your terminal. Connect Claude Code to automate time entries, billing reports, and matter syncing.

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Create your Vinkius account to connect Clio to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Clio with Claude Code

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Run Headless Billing Scripts

This MCP Server brings your legal practice into the CLI environment. You can set up a cron job that triggers your agent to run weekly revenue checks. The process executes `list_bills` to grab totals and balances across all active cases. It then formats that data into a raw text report. If a client has an overdue balance, the script can run `get_bill` to pull the specific line items and due dates. You get an exact financial breakdown piped directly to standard output.

Log Time Entries via Terminal

Developers hate switching tabs to log hours. Now you just drop a quick command in your terminal telling your agent to record your work. It fires `search_matters` to find the correct case ID based on your keyword. Once it has the reference, it executes `create_activity`. It formats the date as YYYY-MM-DD, converts your hours to seconds, and logs the TimeEntry. Your billing stays accurate while you stay in your SSH session.

Audit Firm Users with Claude Code

Managing access across a large practice requires constant oversight. You can instruct your agent to audit workload distribution across the team. It calls `list_users` to pull the active roster of attorneys and staff. Next, it runs `list_tasks` to see exactly who owns which court deadlines. The agent compiles a shell script that highlights overdue items and assigns them to available team members.

Setup guide

Set up Clio MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see clio-alternative-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Clio transactions." It will automatically discover and invoke the available Clio tools.

Terminal

claude mcp add --transport http clio-alternative-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Clio MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "clio-alternative-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Clio MCP in Claude Code

Run `claude mcp add --transport http vinkius-clio -- `. Make sure all flags come before the server name. Verify the connection by running `claude mcp list`.

Yes. Your agent uses `get_matter` to fetch the responsible attorney, dates, and status. You can pipe that JSON output directly into your other terminal tools.

It does. The agent executes `list_matter_stages` to understand the case lifecycle. It pulls stages like Intake, Discovery, or Trial for your reporting scripts.

Just ask your agent to check your identity. It triggers `get_user_profile` to pull your current details directly into the console.

Security relies on a zero-trust architecture. When your terminal fetches confidential court deadlines and invoice totals, the V8 Isolate executes the API call and immediately destroys the environment. Your firm's data never rests on our infrastructure.

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