Clio MCP Server for Mastra AIGive Mastra AI instant access to 12 tools to Create Contact, Create Matter, Get Contact, and more
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect Clio through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.
Ask AI about this App Connector for Mastra AI
The Clio app connector for Mastra AI 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 { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token. get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"clio-alternative": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "Clio Agent",
instructions:
"You help users interact with Clio " +
"using 12 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with Clio?"
);
console.log(result.text);
}
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.
Mastra's agent abstraction provides a clean separation between LLM logic and Clio tool infrastructure. Connect 12 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI
When Mastra AI 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 Mastra AI via MCP
Follow these steps to wire Clio into Mastra AI. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install dependencies
npm install @mastra/core @mastra/mcp @ai-sdk/openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.ts and run with npx tsx agent.tsExplore tools
Why Use Mastra AI with the Clio MCP Server
Mastra AI provides unique advantages when paired with Clio through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Clio without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every Clio tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Clio + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the Clio MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query Clio, process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed Clio as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query Clio on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using Clio tools alongside other MCP servers
Example Prompts for Clio in Mastra AI
Ready-to-use prompts you can give your Mastra AI 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 Mastra AI
Common issues when connecting Clio to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpClio + Mastra AI FAQ
Common questions about integrating Clio MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.