How to Use the Clio MCP in Claude

Q: Can Clio help me track deadlines in Claude Desktop?

Yes, you can use the listtasks tool to pull up your upcoming dates. You can also create new ones using createtask to ensure nothing slips through the cracks.

Q: Does this MCP server support firm billing?

Yes, you can pull invoice summaries and line items using getbill. It gives you an immediate look at account balances and due dates.

Stop switching tabs to look up case files. Connect Clio to Claude Desktop and manage your legal practice right from your chat window.

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Connect Clio MCP to Claude Desktop

Create your Vinkius account to connect Clio to Claude Desktop 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 Claude Desktop

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Claude

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Manage legal matters in Claude Desktop

Stop hunting for case numbers or client IDs by using `list_matters` or `search_matters` to pull live data into your conversation. You can immediately get the status of a file or dig into specific case details using `get_matter`. Once you have the right file, use `create_note` or `create_task` to attach your research findings or court deadlines directly to the record. This keeps your legal notes tethered to the actual case files without leaving the interface.

Track time and expenses with Clio

Log your billable hours or case expenses without opening a separate accounting tab. The `create_activity` tool handles the heavy lifting by pushing your time entries directly into the system. Monitor your revenue flow by calling `list_activities` or `list_bills` to see what’s pending. You get a clear view of your firm’s financial status while you keep working in Claude Desktop.

Handle contacts and communications

Find the right person or company instantly by running `search_contacts` or `list_contacts`. If you need to verify a phone number or address, `get_contact` pulls those details into the chat window immediately. Keep tabs on your firm's history by using `list_communications` to review recent interactions. This allows you to stay informed on client relations without jumping between different software platforms.

Setup guide

Set up Clio MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Clio MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Clio MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under clio-mcp.

json

{
  "mcpServers": {
    "clio-mcp": {
      "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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

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visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Clio MCP in Claude Desktop

It acts as a bridge between your legal data and your chat interface. Once configured, you simply ask questions, and your agent uses the tools to fetch or update your records.

Yes, you can use the `list_tasks` tool to pull up your upcoming dates. You can also create new ones using `create_task` to ensure nothing slips through the cracks.

You just need to add the server configuration to your local JSON file. Restart the application, and the tools become available for your agent to execute commands.

Yes, you can pull invoice summaries and line items using `get_bill`. It gives you an immediate look at account balances and due dates.

Your legal data stays within the secure connection established by the MCP protocol. No PII is stored locally by the client; it only passes through the encrypted tunnel when you trigger a specific tool action.

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