# Clio MCP MCP > Clio MCP connects your AI agent directly to your legal practice management data. You can track specific cases, manage client contacts, schedule firm tasks, and review billing history without ever leaving your chat interface. It puts full control over your case files right into the conversation. ## Overview - **Category:** project-management - **Price:** Free - **Tags:** legal-practice-management, case-management, billing, matter-tracking, law-firm-operations, contact-management ## Description This connector lets you run your entire legal operation through natural language commands. Instead of logging into Clio’s dashboard to check a client's status or outstanding bills, your AI agent pulls that data directly. You can list all active cases and pull deep details on matter metadata, like who the responsible attorney is and what stage the case is in. Need to follow up with a contact? Pull their full file—emails, phone numbers, and addresses—in seconds. It’s also great for internal ops: you can audit firm task lists or review billing history just by asking. Because legal data is so sensitive, credentials pass through a zero-trust proxy when running on Vinkius; your keys never sit on a disk. This means you get full visibility into everything that happens in the background while keeping client data safe. ## Tools ### create_activity Logs a time entry or expense by requiring the date, quantity in seconds, and type of entry. ### create_contact Creates a new contact record, specifying first and last names for people or using the company name field for organizations. ### create_matter Initiates a new legal matter by providing its display number, description, and linking it to an existing client contact ID. ### create_note Adds documentation notes to a specific case file for recording conversations or strategy decisions. ### create_task Sets up a new task or deadline, optionally linking it to a matter and setting a required due date. ### get_bill Retrieves the full details of an invoice, including line items, totals, balance remaining, and the associated matter number. ### get_contact Pulls all available contact information for a person or company, such as names, emails, phone numbers, and addresses. ### get_matter Retrieves core case details including the client name, practice area, responsible attorney, status, and key dates. ### get_user_profile Fetches the profile information for the current user accessing the system. ### list_activities Generates a list of all time entries and expenses, with the option to filter by specific matters. ### list_bills Lists all firm invoices to help monitor outstanding receivables and overall revenue status. ### list_calendar_entries Displays a summary of scheduled events, including start/end times, location details, and the linked matter. ### list_communications Lists all recorded firm communications, providing the subject, body text, date, and linked contact or matter. ### list_contacts Retrieves a comprehensive list of every contact stored in the firm's database. ### list_documents Lists all case-related documents, which can be filtered by matter to see filename and creation date. ### list_matter_stages Shows the defined stages of a legal matter, like Intake or Trial, helping you understand its current lifecycle phase. ### list_matters Lists all active and closed legal cases, allowing filtering by status to narrow down your search. ### list_notes Retrieves a list of case notes, including the subject, detailed content, date, and which matter they belong to. ### list_practice_areas Shows all defined practice areas (like Corporate or Family Law) used by the firm for categorization purposes. ### list_tasks Lists specific tasks and deadlines, allowing filtering by matter to check on court requirements. ### list_users Provides a list of all team members and attorneys within the firm for management and workload tracking. ### search_contacts Searches for a specific person or organization using keywords found in their name or email address. ### search_matters Finds specific legal cases when you provide a keyword or partial case name to narrow down the results. ## Prompt Examples **Prompt:** ``` List all my open matters in Clio. ``` **Response:** ``` Retrieving your open matters... I found 5 items: Case #2026-001 (Civil Litigation), #2026-002 (Corporate Setup), and 3 others. Which one would you like to see the details for? ``` **Prompt:** ``` Show me the tasks for the 'City Refurb' matter. ``` **Response:** ``` Checking tasks for City Refurb... I found 3 items: 'File Motion' (Due Today), 'Witness Deposition' (Completed), and 'Review Contract' (Pending). Would you like to update any of these? ``` **Prompt:** ``` Who is the contact for the 'Jones v. Smith' case? ``` **Response:** ``` Retrieving contact for Jones v. Smith... The primary client is Alice Jones. I can provide her email or phone number if needed. ``` ## Capabilities ### Manage Case Files List and retrieve details for every legal matter, including its status, responsible attorney, and practice area. ### Track Client Contacts Access full contact information for individuals or companies, allowing you to search by name, email, or phone number. ### Handle Firm Tasks View and create internal tasks or deadlines linked to specific cases, keeping your firm organized. ### Review Billing Records Access detailed invoice information, including line items, totals, outstanding balance, and due dates. ### Document Activity Record time entries or expenses against a matter, building an auditable log of work performed. ### View Communications & Notes List all case communications and add detailed notes about strategy decisions or research findings. ## Use Cases ### Preparing for a Client Meeting A paralegal needs to know the status of three different clients before a meeting. They prompt their agent: 'Get details on matters ABC, XYZ, and QRS.' The agent runs `get_matter` for all three, consolidating the current status, responsible attorney, and key dates into one summary. ### Handling Billing Inquiries A practice manager gets an email asking about a specific bill. They prompt their agent to 'Show me the details for the May invoice.' The agent uses `get_bill` and provides a full breakdown of line items, totals, and the payment status. ### Onboarding a New Client An attorney needs to start a new file. They ask their agent to 'Set up a matter for Acme Corp.' The agent first runs `get_contact` on Acme Corp's ID and then uses `create_matter`, ensuring all necessary initial data is logged. ### Team Accountability Check The ops team lead wants to know who is assigned to which case. They ask the agent to 'List matters and tell me who's responsible for each.' The agent uses `list_matters` combined with `get_matter` metadata to provide a clear ownership report. ## Benefits - Stop opening multiple tabs. You can pull details like the case status or responsible attorney using `get_matter` directly in a conversation, saving time and clicks. - Need to know if you paid an invoice? Use `list_bills` to see outstanding receivables instantly. This gives you immediate financial visibility without logging into accounting software. - Tracking internal work is fast. You can audit firm task lists or schedule follow-ups using `create_task`, ensuring no deadline slips through the cracks. - Client data retrieval gets simple. Instead of browsing, use `search_contacts` to find a person and immediately access their email, phone number, and full contact history via `get_contact`. - Build better records by logging work instantly. Use `create_activity` to log time or expenses right when the task is finished, keeping your billing accurate. - Your workflow can span platforms. For instance, you can combine a messaging tool with this MCP to send an update about a case using `list_matters` and then document it via `create_note`, all through one agent. ## How It Works The bottom line is, you tell your agent what you need, and it fetches the specific Clio data needed without you touching a dashboard. 1. First, you subscribe to the Clio MCP and perform a one-time setup by creating a Developer Application in your Clio account. 2. Next, enter your Client ID and Secret into the platform and authorize access. This connects your AI agent to your firm's data. 3. Finally, start talking to your agent from Claude, Cursor, or any MCP-compatible client. You can then manage cases and contacts using natural language prompts. ## Frequently Asked Questions **How do I connect my Clio account?** After subscribing, the setup wizard will guide you through 3 simple steps: 1) Select your data region (US, Canada, EU, or Australia). 2) Enter the Client ID and Client Secret from your Clio Developer Application. 3) Click the **Connect with Clio** button — a popup will open where you approve access. That's it! No manual token exchange or curl commands required. **Where do I find the Redirect URI for my Clio Developer Application?** When creating your Developer Application in Clio, set the **Redirect URI** to: `https://api.vinkius.com/marketplace/oauth/callback`. This is the platform's secure callback endpoint that completes the OAuth authorization automatically. **How do I get my Client ID and Client Secret?** Sign in to Clio and go to **Settings → Developer Applications** (direct link: `https://app.clio.com/settings/developer_applications`). Click **New Application**, give it a name, and set the **Redirect URI** to `https://api.vinkius.com/marketplace/oauth/callback`. Save the app and copy the **Client ID** and **Client Secret** (the secret is shown only once — copy it immediately). **Can I see the status of a specific legal matter?** Yes! Use the `get_matter` 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_bills` tool. Your agent will fetch the list of generated bills, which includes their amounts and payment statuses, directly from Clio. **Do I need to refresh my tokens manually?** No. The platform automatically refreshes your access token in the background. You only need to click **Connect with Clio** once during setup, and the integration will keep working indefinitely. **Which Clio regions are supported?** All four Clio regions are supported: United States (app.clio.com), Canada (ca.app.clio.com), Europe/UK (eu.app.clio.com), and Australia (au.app.clio.com). Select your region in the first step of the setup wizard. Note: the one-click Connect with Clio button currently works for US region accounts. Users in other regions should use the same Developer Application setup but may need to complete the OAuth flow using the manual instructions in the documentation. **What happens if I use the `create_contact` tool with missing required fields?** The API immediately returns a validation error detailing exactly which parameters are incomplete or malformed. You'll need to parse this specific error payload, as it lists mandatory inputs like first name and last name. This ensures your agent handles data structure failures gracefully.