Clio MCP Server for AutoGenGive AutoGen instant access to 12 tools to Create Contact, Create Matter, Get Contact, and more
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Clio as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
Ask AI about this App Connector for AutoGen
The Clio app connector for AutoGen is a standout in the Productivity category — giving your AI agent 12 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="clio_alternative_agent",
tools=tools,
system_message=(
"You help users with Clio. "
"12 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Clio MCP Server
Connect your Clio (v4) account to any AI agent and take full control of your legal practice management and firm operations through natural conversation.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Clio tools. Connect 12 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
What you can do
- Matter & Case Orchestration — List and manage legal matters programmatically, monitoring their entire lifecycle from intake to resolution in real-time
- Billing & Activity Intelligence — Track billable time and expenses associated with specific matters and retrieve detailed high-fidelity invoice summaries
- Relationship CRM — Access complete profiles for individuals and company contacts (clients, counsel) to maintain a perfectly coordinated relationship ecosystem
- Communication Architecture — Access logged calls, emails, and firm-wide task lists to ensure high-fidelity oversight of all firm interactions
- Regional Flexibility — Connect across multiple data centers (US, CA, EU, AU) using specialized access tokens and regional base URLs directly through your agent
The Clio MCP Server exposes 12 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
All 12 Clio tools available for AutoGen
When AutoGen connects to Clio through Vinkius, your AI agent gets direct access to every tool listed below — spanning case-management, time-tracking, legal-billing, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.
Create a new contact
Provide description and client ID. Create a new legal matter
Get details of a specific contact
Get details of a specific matter
Get current user profile information
List billable activities (time and expenses)
List billing invoices
List firm communications
List all contacts
List possible stages for matters
List all legal matters (cases)
List tasks
Connect Clio to AutoGen via MCP
Follow these steps to wire Clio into AutoGen. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install AutoGen
pip install "autogen-ext[mcp]"Replace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenIntegrate into workflow
Explore tools
Why Use AutoGen with the Clio MCP Server
AutoGen provides unique advantages when paired with Clio through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Clio tools to solve complex tasks
Role-based architecture lets you assign Clio tool access to specific agents. a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Clio tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Clio tool responses in an isolated environment
Clio + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Clio MCP Server delivers measurable value.
Collaborative analysis: one agent queries Clio while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Clio, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Clio data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Clio responses in a sandboxed execution environment
Example Prompts for Clio in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Clio immediately.
"List all active legal matters in my Clio account."
"Create a new company contact 'Acme Legal' in Clio."
"Show my billable activities and outstanding invoices."
Troubleshooting Clio MCP Server with AutoGen
Common issues when connecting Clio to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Clio + AutoGen FAQ
Common questions about integrating Clio MCP Server with AutoGen.