Integrate Clio with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: Can I see the status of a specific legal matter?

Yes! Use the getmatterlegal_details tool with the matter ID. The agent will return the current status (Open, Closed, etc.), the client name, and the responsible attorney.

Manage legal practice and matters via Clio — track cases, monitor contacts, and manage firm tasks directly from any AI agent.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

get

Get matter on Clio

Includes client, practice area, responsible attorney, dates, and status. Get case details

list

List activities on Clio

Optionally filter by matter. Includes date, hours, rate, notes, and billing status. List time entries

list

List bills on Clio

List invoices

list

List calendar entries on Clio

Includes summary, start/end times, location, and linked matter. List calendar events

list

List contacts on Clio

List firm contacts

list

List documents on Clio

Filter by matter. Includes filename, category, creation date, and linked matter. List case documents

list

List matters on Clio

Filter by status: open, closed, pending. Includes case number, description, client, and dates. List legal cases/matters

list

List tasks on Clio

Filter by matter for case-specific tasks. Critical for tracking court deadlines. List tasks and deadlines

Security & Code Integrity Audit

Every tool in the Clio MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

Can I see the status of a specific legal matter?

Yes! Use the get_matter_legal_details tool with the matter ID. The agent will return the current status (Open, Closed, etc.), the client name, and the responsible attorney.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

Triggering Clio via Natural Language

The Clio MCP server handles authentication and payload formatting, allowing your LLM to perform deterministic actions.

Next-Gen legal practice management Automation

Integrate legal practice management features into your LLM framework using Clio. The MCP server ensures precise command execution across your project management stack.

Scaling case management via MCP

Use the Clio MCP to manage case management requests. Models like Claude Code utilize this connection to perform reliable project management updates.

Clio. Runs on everything.

From IDE to framework. Every connection governed by Vinkius.

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Anthropic's native desktop app for Claude with built-in MCP support.

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AI-first code editor with integrated LLM-powered coding assistance.

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Anthropic's agentic CLI for terminal-first development.

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