How to Use the Clio MCP in Vercel AI SDK

Q: How do I authenticate Clio with Vercel AI SDK?

You pass a single Vinkius MCP endpoint token into createMCPClient. We handle the OAuth flow and secure connection to Clio on our end. Your Next.js app never touches the raw API keys.

Q: Can Vercel AI SDK stream Clio invoice data?

Yes, calling getbill returns line items and balances that stream directly into your UI. You just pass the tools object to streamText and let the SDK handle the chunks.

Connect the Clio MCP Server to Vercel AI SDK to stream live legal matter updates directly into your React frontend.

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…and any MCP-compatible client

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Connect Clio MCP to Vercel AI SDK

Create your Vinkius account to connect Clio to Vercel AI SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Clio with Vercel AI SDK

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Stream Legal Data with Vercel AI SDK

The `get_matter` tool feeds case details directly into your user's browser as the LLM generates its response. Instead of making lawyers stare at a spinning wheel, your Next.js app renders the responsible attorney and practice area instantly. You build a chat interface where clients ask about their case status and get immediate answers. Fetching documents follows the exact same pattern. When a user prompts the agent for discovery files, `list_documents` grabs filenames and creation dates. The AI SDK streams those results into a custom React component before the full text finishes generating.

Build Live Billing Dashboards

The `list_activities` tool pulls time entries and expenses so your application can display billable hours in real time. Lawyers hate waiting for invoice reports to compile. Your custom frontend bypasses that delay by asking the MCP Server for the exact date range and billing status. Generating new charges happens without leaving the page. A user types a quick note about a phone call, and the agent calls `create_activity` to log the exact quantity in seconds. Vercel's edge functions handle the transport while the UI updates immediately to reflect the new expense entry.

Fast Contact Resolution

The `search_contacts` tool finds specific people or organizations the moment a user starts typing a name. Your AI client passes the query to Clio and streams back email addresses and phone numbers. This prevents duplicate entries when onboarding new clients. Creating a new record is just as fast. The agent triggers `create_contact` with the parsed first and last name. You get a confirmation back through the Vercel AI SDK stream, letting the user proceed straight to opening a new matter.

Setup guide

Set up Clio MCP in Vercel AI SDK

Prerequisites

Node.js 18+ and a TypeScript project
ai + @modelcontextprotocol/sdk packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies

Run npm install ai @modelcontextprotocol/sdk plus your preferred model provider (e.g. @ai-sdk/openai).
2

Create the Streamable HTTP transport

Use StreamableHTTPClientTransport with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and use tools

Call mcpClient.tools() to auto-discover all Clio tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.
4

Works with any model provider

Swap openai("gpt-4o") for any AI SDK provider — Anthropic, Google, Mistral. The MCP tools work identically across all supported models.

index.ts

import { experimental_createMCPClient as createMCPClient } from "ai";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

const transport = new StreamableHTTPClientTransport(
  new URL("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
);

const mcpClient = await createMCPClient({ transport });
const tools = await mcpClient.tools();

const { text } = await generateText({
  model: openai("gpt-4o"),
  tools,
  prompt: "List recent Clio transactions",
});

console.log(text);
await mcpClient.close();

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

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Common questions about Clio MCP in Vercel AI SDK

You pass a single Vinkius MCP endpoint token into `createMCPClient`. We handle the OAuth flow and secure connection to Clio on our end. Your Next.js app never touches the raw API keys.

Yes, calling `get_bill` returns line items and balances that stream directly into your UI. You just pass the tools object to `streamText` and let the SDK handle the chunks.

Our HTTP transport works perfectly in edge environments. You initialize the client, fetch `list_tasks` or `list_matters`, and close the connection when the response finishes.

The agent requires a case reference number and client ID to call `create_matter`. It will prompt the user for missing details before executing the tool.

We run every connection in a V8 Isolate Sandbox that destroys itself after the request. Your client lists, case notes, and billing rates pass through an ephemeral environment. Vinkius stores absolutely nothing.

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