Clio MCP Server for LlamaIndexGive LlamaIndex instant access to 12 tools to Create Contact, Create Matter, Get Contact, and more
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Clio as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
Ask AI about this App Connector for LlamaIndex
The Clio app connector for LlamaIndex 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 llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Clio. "
"You have 12 tools available."
),
)
response = await agent.run(
"What tools are available in Clio?"
)
print(response)
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.
LlamaIndex agents combine Clio tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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 LlamaIndex 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 LlamaIndex
When LlamaIndex 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 LlamaIndex via MCP
Follow these steps to wire Clio into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install dependencies
pip install llama-index-tools-mcp llama-index-llms-openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.py and run: python agent.pyExplore tools
Why Use LlamaIndex with the Clio MCP Server
LlamaIndex provides unique advantages when paired with Clio through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Clio tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Clio tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Clio, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Clio tools were called, what data was returned, and how it influenced the final answer
Clio + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Clio MCP Server delivers measurable value.
Hybrid search: combine Clio real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Clio to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Clio for fresh data
Analytical workflows: chain Clio queries with LlamaIndex's data connectors to build multi-source analytical reports
Example Prompts for Clio in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex 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 LlamaIndex
Common issues when connecting Clio to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpClio + LlamaIndex FAQ
Common questions about integrating Clio MCP Server with LlamaIndex.