How to Use the Clio MCP in Mastra AI

Build complex legal workflows in Mastra AI that automate Clio matter creation and firm-wide task management.

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Connect Clio MCP to Mastra AI

Create your Vinkius account to connect Clio to Mastra AI 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 Mastra AI

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Automated Clio matter workflows in Mastra AI

Chain `create_contact` and `create_matter` to build intake pipelines. If a contact creation fails, your agent logic can trigger a retry or flag the issue for human review. This setup removes the manual burden of setting up new cases. Your agents handle the sequence of operations so the firm can focus on the actual legal work.

Conditional billing logic for Mastra AI

Use `list_bills` to monitor outstanding receivables and trigger alerts. You can define branching logic that notifies attorneys when a balance exceeds a specific threshold. This keeps your revenue tracking proactive. Your agents perform the heavy lifting of identifying unpaid invoices without needing constant supervision.

Manage Clio tasks with agent intelligence

Deploy `list_tasks` to scan for upcoming court dates and deadlines. The agent framework sorts these items by priority and assigns them to the correct attorney. This creates a self-organizing firm structure. You get a clear view of workload distribution across your entire team of users.

Setup guide

Set up Clio MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Clio tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "clio-alternative-mcp-client",
  servers: {
    "clio-alternative-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Clio Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Clio tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Clio transactions"
);
console.log(result.text);

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Common questions about Clio MCP in Mastra AI

Add the server URL to your agent configuration. The framework automatically detects the available tools, allowing you to include them in your multi-step workflows.

Yes, you can define workflows that call several tools in a specific order. For example, you can search for a contact and then create a matter linked to that ID.

You can force a human-in-the-loop check for sensitive operations. This ensures that an attorney reviews any task or note before the agent commits it to the record.

The framework supports exponential backoff for network requests. This ensures your legal automations remain stable even if the connection to the server flickers.

The server uses token-based authentication to lock down access. Your legal matter details are only processed within the execution environment you authorize.

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