Integrate Clio with Claude, Cursor, Chatbots & AI Agents MCP Server

Practice law more efficiently with legal case management, time tracking, billing, and document organization in one system.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create contact on Clio

Create a new contact

create

Create matter on Clio

Provide description and client ID. Create a new legal matter

get

Get contact on Clio

Get details of a specific contact

get

Get matter on Clio

Get details of a specific matter

get

Get user profile on Clio

Get current user profile information

list

List activities on Clio

List billable activities (time and expenses)

list

List bills on Clio

List billing invoices

list

List communications on Clio

List firm communications

list

List contacts on Clio

List all contacts

list

List matter stages on Clio

List possible stages for matters

list

List matters on Clio

List all legal matters (cases)

list

List tasks on Clio

List tasks

Security & Code Integrity Audit

Every tool in the Clio MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

Can I audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

Does it support EU data centers?

Yes! You can specify your region (us, ca, eu, or au) via the CLIO_REGION credential to ensure correct data locality and endpoint routing.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

Triggering Clio via Natural Language

This integration supports direct MCP execution, enabling your chatbots to query and modify data within these specific environments.

Autonomous case management Strategies

The Clio toolkit enables AI agents to execute case management commands. It handles protocol translation for productivity integrations natively.

Execute time tracking Commands with AI

The Clio integration allows Cursor and ChatGPT to securely fetch time tracking data. It handles the API requests required for productivity operations.