How to Use the Clio MCP in VS Code Copilot

Q: How do I add Clio to VS Code Copilot?

Configure the server in your .vscode/mcp.json file. Once setup is complete, switch Copilot Chat to Agent mode to start using the tools.

Manage your law firm from VS Code Copilot. Sync tasks, matters, and contacts without leaving your IDE.

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Connect Clio MCP to VS Code Copilot

Create your Vinkius account to connect Clio to VS Code Copilot 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 VS Code Copilot

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Sync legal tasks in VS Code Copilot

Keep your firm on schedule by accessing your to-do list through `list_tasks`. You can create new deadlines with `create_task` while you are deep in your terminal or editor. Link these tasks to specific cases using the matter ID. Your project management stays organized and synced with your legal work.

Access Clio records in VS Code Copilot

Look up client information on the fly using `get_contact`. Whether you need an email address or a case reference, the data is just a query away. Use `search_matters` to find specific files when you have partial info. This brings your practice management system directly into the editor you use all day.

Firm reporting via VS Code Copilot

Check your firm's financial health by using `list_bills` to see outstanding receivables. You can also use `list_activities` to review time entries for specific matters. This gives your team a quick pulse check on revenue and performance. All data is fetched via MCP, ensuring you stay within your established security protocols.

Setup guide

Set up Clio MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Clio MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Clio tools listed. Try asking: "List my recent Clio transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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Common questions about Clio MCP in VS Code Copilot

Configure the server in your `.vscode/mcp.json` file. Once setup is complete, switch Copilot Chat to Agent mode to start using the tools.

Yes, you can search, list, and view case details using the provided tools. You can also create new matters if you have the necessary client IDs.

Yes, you can share the config file through your git repository. This allows every engineer on your team to interact with the same legal data.

The AI acts as a proxy, sending requests to the server. You get real-time results back in the chat, enabling you to manage firm operations without switching apps.

The server uses a zero-trust model for all interactions. Your legal records, such as time entry logs and client contact details, are never stored on the IDE host; they are retrieved on-demand and cleared after the session.

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