How to Use the Clio MCP in Claude

Q: Can Claude Desktop pull my billing details from Clio?

Yes, your Claude Desktop agent calls the Clio getbill tool to retrieve invoice balances and due dates. You can also view outstanding Clio receivables by running listbills in your Claude Desktop chat.

Manage legal cases, track billable hours, and fetch client files right inside Claude Desktop.

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Connect Clio MCP to Claude Desktop

Create your Vinkius account to connect Clio to Claude Desktop 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 Desktop

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Track Clio hours and expenses directly in Claude Desktop

You can log your billable hours and expenses in Claude Desktop by running `create_activity` against your Clio account. Ask your Claude Desktop agent to record a Clio time entry during your chat, and it will handle the backend math automatically. If you need to double-check your daily Clio timesheet, have your Claude Desktop agent run `list_activities` to pull the active logs. This MCP tool keeps your Clio billing accurate without forcing you to open another browser tab from Claude Desktop.

Look up Clio legal matters and case documents in Claude Desktop

Your agent uses `get_matter` and `list_documents` to pull real-time Clio case files directly into your Claude Desktop chat window. You can ask questions about active Clio cases in Claude Desktop and get immediate, accurate answers based on your actual case files. There is no need to search Clio manually when discussing case strategy in Claude Desktop. The `list_matter_stages` tool lets your Claude Desktop agent show you exactly where the Clio litigation stands.

Run your Clio law firm admin via this MCP Server

Your agent can spin up new Clio records using `create_contact` and `create_matter` as you talk through a client inquiry in Claude Desktop. It maps the Clio contact details and case references perfectly inside your Claude Desktop session. You can also manage your Clio calendar and tasks without leaving the Claude Desktop app. The agent calls `list_calendar_entries` and `create_task` to ensure your Clio court deadlines are logged inside Claude Desktop.

Setup guide

Set up Clio MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Clio MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Clio MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under clio-alternative-mcp.

json

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

Get your connection token →

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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Common questions about Clio MCP in Claude Desktop

Type a prompt asking to find a specific case in Claude Desktop. The agent uses the Clio `search_matters` tool to scan your database and return the matching case details.

Yes, your Claude Desktop agent calls the Clio `get_bill` tool to retrieve invoice balances and due dates. You can also view outstanding Clio receivables by running `list_bills` in your Claude Desktop chat.

Tell your Claude Desktop agent what you want to document in Clio. It runs the Clio `create_note` tool to attach your research or strategy updates directly to that matter inside your Claude Desktop session.

Yes, you can run this MCP Server locally by adding its configuration to your Claude Desktop settings file. This lets your local agent communicate directly with the Clio API.

Your Clio client contacts and case details never pass through external databases. The MCP connection uses secure token authentication, routing data directly between Claude Desktop and the Clio API via an ephemeral sandbox.

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