How to Use the Clio MCP in Claude Code

Q: How do I install the Clio server in Claude Code?

Run claude mcp add --transport http vinkius-clio -- . Make sure all flags come before the server name.

Q: What command verifies the server is running?

Type claude mcp list in your terminal. This prints all active connections and their available tools.

Pipe legal data directly into shell scripts and CI/CD pipelines with this Claude Code MCP integration.

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Connect Clio MCP to Claude Code

Create your Vinkius account to connect Clio to Claude Code 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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Headless Billing via Claude Code

The `list_activities` tool pulls time entries, hours, rates, and billing statuses straight into your terminal. You write a bash script to calculate weekly revenue. Claude Code executes the tool headlessly and pipes the output into your reporting pipeline. Managing invoices via CLI requires the `list_bills` and `get_bill` tools. You set up a cron job to check for outstanding receivables every Friday. The agent grabs the balances, formats the data, and sends it to your Slack channel using this MCP Server.

Cron Tasks

Automating deadline checks relies on the `list_tasks` tool to filter firm-wide to-dos by matter. You tell the agent to find everything due tomorrow. It runs the query in the background and prints a clean list to standard output. Adding new deadlines happens through `create_task`. Your GitHub Action parses incoming emails, extracts court dates, and triggers the agent to log the reminders automatically. Nobody has to touch a mouse.

Auditing Users via MCP

Auditing firm activity starts with the `list_users` tool to map team workload and distribution. You ask the agent who handles the most cases. It fetches the user list, cross-references it against `list_matters`, and returns the breakdown in seconds. Tracking case progress involves `list_matter_stages` via this MCP connection. You build an automated script that checks how many cases sit in Discovery versus Trial. The agent processes the stages and updates your internal database.

Setup guide

Set up Clio MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see clio-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Clio transactions." It will automatically discover and invoke the available Clio tools.

Terminal

claude mcp add --transport http clio-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Clio MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "clio-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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.

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Common questions about Clio MCP in Claude Code

Run `claude mcp add --transport http vinkius-clio -- `. Make sure all flags come before the server name.

Yes. You execute the tools headlessly. The agent outputs plain text or JSON that you can pass to jq or other terminal utilities.

Type `claude mcp list` in your terminal. This prints all active connections and their available tools.

Yes. You configure the agent with your Vinkius token inside the workflow file. It runs the tools autonomously during your build process.

Production environments demand strict security. Your terminal fetches hourly rates, line items, and balances through a zero-trust Vinkius container. We drop the execution context immediately after returning the payload.

Use it with your favorite AI tools

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