How to Use the Clio MCP in Cursor

Q: How do I use Clio tools in Cursor?

Add the server to your .cursor/mcp.json file. Once enabled in Agent mode, you can ask the AI to perform actions like creating new matters or searching for contacts.

Build legal automation tools in Cursor. Pull Clio data directly into your code to create custom dashboards and automated workflows.

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Connect Clio MCP to Cursor

Create your Vinkius account to connect Clio to Cursor 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 Cursor

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Claude

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Query Clio data within Cursor

Stop using mock data for your legal apps. Use `list_matters` or `list_contacts` to feed real-time firm records into your development environment while you write code. The AI can read your documentation and apply the correct API parameters from `get_matter` or `get_contact`. This ensures your code functions correctly against the actual Clio production environment.

Automate legal tasks in Cursor

Build scripts that handle repetitive work by calling `create_task` or `create_activity` through your editor. You can program your agent to log time entries automatically after it finishes a coding task. Use `create_note` to document logic changes inside the relevant legal matter. Your code now reflects the actual state of your practice management platform.

Monitor case lifecycles in Cursor

Map out your firm's workflow by pulling stage information with `list_matter_stages`. This helps you build logic that triggers actions based on whether a case is in intake or trial. Filter results with `list_matters` to target specific statuses. Your code becomes a living extension of your legal operations.

Setup guide

Set up Clio MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Clio MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Clio transactions." If the MCP tools are loaded correctly, Cursor will call the Clio tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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.

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Common questions about Clio MCP in Cursor

Add the server to your `.cursor/mcp.json` file. Once enabled in Agent mode, you can ask the AI to perform actions like creating new matters or searching for contacts.

Absolutely, the tools provide live production data. You can verify your code behavior by pulling actual matter details or billing info directly into the editor.

Yes, the AI will call the tools automatically when you ask it to perform a task. It handles the input parameters for you, such as formatting dates for new activities.

If you commit the config to your repo, your entire team gets access to the same tools. This ensures everyone is using the same connection to your legal data.

All requests are authenticated and ephemeral. The editor acts as a secure client, and your legal data is never cached or stored in the codebase itself.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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