How to Use the Clio MCP in Cursor

Q: Can I use Cursor to create new contacts in Clio?

Yes, you can instruct your Cursor agent to run createcontact to add a new person or company directly to Clio. It formats the Clio parameters automatically based on your Cursor editor input.

Q: How does Cursor handle searching for specific Clio legal matters?

The Cursor agent calls the Clio searchmatters tool with your keyword. It scans your active, pending, or closed Clio cases and displays the matching matter IDs in your Cursor editor sidebar.

Q: Where do I configure the MCP Server credentials for Clio in Cursor?

Add the Clio server details to your project-level .cursor/mcp.json file in Cursor. Once configured, your Cursor agent can call any of the 23 Clio tools during your coding sessions.

Build Clio integrations and automate legal case workflows directly from Cursor using real API data.

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Connect Clio MCP to Cursor

Create your Vinkius account to connect Clio to Cursor 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 Cursor

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Generate code with live Clio case data in Cursor

Your Cursor agent uses `get_matter` and `list_matters` to pull live Clio case structures directly into your active code file. By doing so, you can write custom Clio integrations in Cursor without relying on mock data. This MCP integration reads the real structure of your Clio matters, making your Cursor API code correct on the first run. You can inspect live Clio fields as you write your legal functions in Cursor.

Manage Clio tasks and deadlines inside this MCP Server

Your agent can check your Clio schedule using `list_tasks` and `list_calendar_entries` to see what needs immediate attention in your Cursor workspace. It keeps your Clio legal deadlines visible while you write code in Cursor. If you need to assign a follow-up task while reviewing code in Cursor, tell your agent to run the Clio `create_task` tool. The tool links the new deadline directly to the relevant Clio matter inside your Cursor editor.

Inspect Clio billing schemas and firm users in Cursor

Your agent runs `list_bills` and `list_users` to feed the exact schema of your Clio financial and staff data into your Cursor workspace. Accessing these schemas is useful when building custom Clio reporting dashboards in Cursor. You can quickly check Clio hourly rates or billing statuses in Cursor using `list_activities`. This lets you write precise data transformations in Cursor without checking the external Clio API documentation.

Setup guide

Set up Clio MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Clio MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Clio transactions." If the MCP tools are loaded correctly, Cursor will call the Clio tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/mcp.json

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

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Common questions about Clio MCP in Cursor

Yes, you can instruct your Cursor agent to run `create_contact` to add a new person or company directly to Clio. It formats the Clio parameters automatically based on your Cursor editor input.

The Cursor agent calls the Clio `search_matters` tool with your keyword. It scans your active, pending, or closed Clio cases and displays the matching matter IDs in your Cursor editor sidebar.

Yes, Cursor's Agent mode uses the server to run live Clio tools like `get_user_profile` and `list_practice_areas`. You can verify that your Cursor connection works and inspect the live Clio JSON payload immediately.

Add the Clio server details to your project-level `.cursor/mcp.json` file in Cursor. Once configured, your Cursor agent can call any of the 23 Clio tools during your coding sessions.

Yes, your Clio financial records, invoices, and billing rates are protected. The MCP connection uses secure token authentication, and the server runs in an isolated Vinkius sandbox that never stores your Clio credentials or Cursor data.

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