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Clio MCP Server

Name: Clio
Availability: InStock
Author: Vinkius

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Manage legal practice and matters via Clio — track cases, monitor contacts, and manage firm tasks directly from any AI agent.

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What is the Clio MCP Server?

The Clio MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Clio via 8 tools. Manage legal practice and matters via Clio — track cases, monitor contacts, and manage firm tasks directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (8)

get_matterlist_activitieslist_billslist_calendar_entrieslist_contactslist_documentslist_matterslist_tasks

Tools for your AI Agents to operate Clio

Ask your AI agent "List all my open matters in Clio." and get the answer without opening a single dashboard. With 8 tools connected to real Clio data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

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Clio MCP Server capabilities

8 tools

get_matter

Includes client, practice area, responsible attorney, dates, and status. Get case details

list_activities

Optionally filter by matter. Includes date, hours, rate, notes, and billing status. List time entries

list_bills

List invoices

list_calendar_entries

Includes summary, start/end times, location, and linked matter. List calendar events

list_contacts

List firm contacts

list_documents

Filter by matter. Includes filename, category, creation date, and linked matter. List case documents

list_matters

Filter by status: open, closed, pending. Includes case number, description, client, and dates. List legal cases/matters

list_tasks

Filter by matter for case-specific tasks. Critical for tracking court deadlines. List tasks and deadlines

What the Clio MCP Server unlocks

Connect your Clio account to any AI agent and take full control of your legal practice management through natural conversation. Streamline how you manage matters, contacts, and billing natively.

What you can do

Matter Oversight — List and retrieve details for all legal matters and cases under your administration natively
Contact Intelligence — Access and monitor all contacts, including people and companies, flawlessly
Task Management — List and review firm tasks and to-dos to keep your practice organized securely
Billing Logistics — Access generated bills and monitor their payment status to manage cash flow flawlessly
Firm Management — List all internal users and attorneys within your law firm flawlessly
Integrated Visibility — Retrieve detailed matter metadata including status and responsible attorneys directly within your workspace flawlessly

How it works

1. Subscribe to this server
2. Enter your Clio OAuth Access Token and Data Region (us, ca, eu, au)
3. Start managing your legal practice from Claude, Cursor, or any MCP-compatible client

Who is this for?

Attorneys — monitor case status and review recent matter updates using natural language
Legal Assistants — audit firm task lists and verify contact details without opening the dashboard
Practice Managers — quickly look up billing history and attorney assignments straight from their chat interface
Law Firm Ops — verify matter structures and monitor user roles

Frequently asked questions about the Clio MCP Server

Can I see the status of a specific legal matter?

Yes! Use the get_matter_legal_details tool with the matter ID. The agent will return the current status (Open, Closed, etc.), the client name, and the responsible attorney.

How do I check if a bill has been paid?

Use the list_clio_bills tool. Your agent will fetch the list of generated bills, which includes their amounts and payment statuses, directly from Clio.

Where do I find my Clio Access Token?

Clio uses OAuth 2.0. You can generate an access token through the Clio developer portal or by creating a private application in your Clio account settings.