How do I find my Clio Access Token?

Log in to the Clio App Center (Developer Portal), create a new private integration, and generate an Access Token for your account.

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.

Can I create new legal cases via AI?

Yes! The `create_matter` tool allows the agent to register new legal cases by providing a display number, description, and client ID.

INSTANT PLUG AND PLAY

Clio MCP Server for Claude CodeGive Claude Code instant access to 12 tools to Create Contact, Create Matter, Get Contact, and more

Name: Clio
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 12 Tools CLI

Claude Code is Anthropic's agentic CLI for terminal-first development. Add Clio as an MCP server in one command and Claude Code will discover every tool at runtime. ideal for automation pipelines, CI/CD integration, and headless workflows via Vinkius.

Use with Your AI Agent

Ask AI about this App Connector for Claude Code

Open in ChatGPT Open in Claude Open in Perplexity

The Clio app connector for Claude Code 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

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Clio and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·bash

# Your Vinkius token. get it at cloud.vinkius.com
claude mcp add clio-alternative --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

Claude Code registers Clio as an MCP server in a single terminal command. Once connected, Claude Code discovers all 12 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Clio data drives decisions without human intervention.

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 Claude Code 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 Claude Code

When Claude Code 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_contact

Create a new contact

create_matter

Provide description and client ID. Create a new legal matter

get_contact

Get details of a specific contact

get_matter

Get details of a specific matter

get_user_profile

Get current user profile information

list_activities

List billable activities (time and expenses)

list_bills

List billing invoices

list_communications

List firm communications

list_contacts

List all contacts

list_matter_stages

List possible stages for matters

list_matters

List all legal matters (cases)

list_tasks

List tasks

Connect Clio to Claude Code via MCP

Follow these steps to wire Clio into Claude Code. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed

Add the MCP Server

Run the command above in your terminal

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session

Start using Clio

Ask Claude: "Using Clio, show me...". 12 tools are ready

Why Use Claude Code with the Clio MCP Server

Claude Code provides unique advantages when paired with Clio through the Model Context Protocol.

Single-command setup: `claude mcp add` registers the server instantly. no config files to edit or applications to restart

Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks

Claude Code runs headlessly, enabling unattended batch processing using Clio tools in cron jobs or deployment scripts

Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features

Clio + Claude Code Use Cases

Practical scenarios where Claude Code combined with the Clio MCP Server delivers measurable value.

CI/CD integration: embed Clio tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping

Headless batch processing: schedule Claude Code to query Clio nightly and generate reports without human intervention

Shell scripting: pipe Clio outputs into other CLI tools for data transformation, filtering, and aggregation

Infrastructure monitoring: run Claude Code in a cron job to query Clio status endpoints and alert on anomalies

Example Prompts for Clio in Claude Code

Ready-to-use prompts you can give your Claude Code 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 Claude Code

Common issues when connecting Clio to Claude Code through the Vinkius, and how to resolve them.

Command not found: claude

Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code

Connection timeout

Check your internet connection and verify the Edge URL is reachable

Clio + Claude Code FAQ

Common questions about integrating Clio MCP Server with Claude Code.

How do I add an MCP server to Claude Code?

Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.

Can Claude Code run MCP tools in headless mode?

Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.

How do I list all connected MCP servers?

Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.