How to Use the Clio MCP in Mastra AI

Q: Can Mastra AI conditionally search Clio contacts?

Yes. Your workflow can call searchcontacts first, and if it fails to find the person, branch off to execute the creation tool.

Q: Does this MCP Server require manual tool approval?

You decide that in your agent config. Set requireToolApproval to true if you want a human to verify createactivity inputs before billing a client.

Hook Mastra AI into the Clio MCP Server to build automated legal workflows that handle case intake and billing retries.

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Connect Clio MCP to Mastra AI

Create your Vinkius account to connect Clio to Mastra AI 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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Automate Legal Intake Pipelines

The `create_matter` tool initializes a new case only after your Mastra AI workflow verifies the client exists. You build a branching path that checks the database first. If the search comes up empty, the workflow automatically routes to the creation step before assigning a case number. Assigning the initial workload happens next. The agent calls `create_task` to set court deadlines and internal follow-ups. Mastra handles any API rate limits with exponential backoff, ensuring every single deadline gets logged in the firm's calendar.

Resilient Invoice Processing

The `list_bills` tool lets your agent monitor firm revenue and track outstanding receivables on a schedule. You configure a workflow to run every Friday. The system pulls the data and flags any overdue accounts for review. Logging time entries requires precision. When an attorney submits a summary, the agent uses `create_activity` to log the exact seconds and expense type. If the network drops, Mastra retries the operation so no billable hours get lost in transit.

Clio MCP Server Syncs Firm Comms

The `list_communications` tool pulls subjects, body text, and dates to keep your matter records current. Your workflow engine sorts these messages and links them to specific contacts. This prevents attorneys from missing crucial client updates during busy trial prep. Documenting strategy decisions takes one step. The agent triggers `create_note` to attach research findings directly to the case file. You can set up Mastra's human-in-the-loop approval so a senior partner reviews the note before it commits to the system.

Setup guide

Set up Clio MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Clio tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "clio-mcp-client",
  servers: {
    "clio-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Clio Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Clio tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Clio transactions"
);
console.log(result.text);

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Common questions about Clio MCP in Mastra AI

You instantiate a new MCPClient and pass your Vinkius endpoint URL. Mastra auto-detects our Streamable HTTP transport and maps the firm's tools directly into your agent.

Yes. Your workflow can call `search_contacts` first, and if it fails to find the person, branch off to execute the creation tool.

The framework's built-in engine catches the failure and retries the `create_task` call. You define the backoff parameters to prevent spamming the API.

You decide that in your agent config. Set `requireToolApproval` to true if you want a human to verify `create_activity` inputs before billing a client.

Your firm's calendar events, case files, and contact details live in a zero-trust environment. We spin up an isolated container for the request and burn it down immediately after the sync finishes.

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