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Clio MCP Server for WindsurfGive Windsurf instant access to 12 tools to Create Contact, Create Matter, Get Contact, and more

Built by Vinkius GDPR 12 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Clio through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Use with Your AI Agent

Ask AI about this App Connector for Windsurf

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The Clio app connector for Windsurf 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.

Vinkius Desktop InterfaceVinkius Desktop InterfaceVinkius Desktop InterfaceVinkius Desktop Interface
Download Free Open SourceNo signup required
Classic Setup·json
{
  "mcpServers": {
    "clio-alternative": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Clio
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.

Windsurf's Cascade agent chains multiple Clio tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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 Windsurf 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 Windsurf

When Windsurf 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 Windsurf via MCP

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

01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
02

Add the server

Paste the JSON configuration above into mcp_config.json
03

Save and reload

Windsurf will detect the new server automatically
04

Start using Clio

Open Cascade and ask: "Using Clio, help me...". 12 tools available

Why Use Windsurf with the Clio MCP Server

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

01

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

02

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

03

JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available

04

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Clio + Windsurf Use Cases

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

01

Automated code generation: ask Cascade to fetch data from Clio and generate models, types, or handlers based on real API responses

02

Live debugging: query Clio tools mid-session to inspect production data while debugging without leaving the editor

03

Documentation generation: pull schema information from Clio and have Cascade generate comprehensive API docs automatically

04

Rapid prototyping: combine Clio data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Clio in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Clio immediately.

01

"List all active legal matters in my Clio account."

02

"Create a new company contact 'Acme Legal' in Clio."

03

"Show my billable activities and outstanding invoices."

Troubleshooting Clio MCP Server with Windsurf

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

01

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Clio + Windsurf FAQ

Common questions about integrating Clio MCP Server with Windsurf.

01

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
02

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
03

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.