How to Use the Clio MCP in Windsurf

Q: How do I connect Clio to Windsurf?

Edit your /.codeium/windsurf/mcpconfig.json file. Add the server details under the mcpServers array and hit refresh in the MCP panel.

Connect your legal practice to Windsurf. Let Cascade handle case management, time entries, and firm tasks autonomously.

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Connect Clio MCP to Windsurf

Create your Vinkius account to connect Clio to Windsurf 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 Windsurf

Ask AI about this MCP

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Claude

Perplexity

Managing Matters

The `create_matter` tool lets Cascade open new cases through this MCP integration. You tell the agent you took on a new client. Windsurf runs `search_contacts` to check if they exist, fires `create_contact` if they don't, and then binds the new matter to that person. Managing these records takes seconds instead of clicking through web forms. Cascade reads your intent, figures out the required fields, and executes the sequence. You get a confirmation right in the IDE panel.

Billing via MCP Server

Time tracking happens instantly through this MCP Server using the `create_activity` tool. You specify the date, duration in seconds, and whether it is an expense or time entry. Cascade logs the work without interrupting your coding flow. Auditing financials works exactly the same way. Running `list_bills` pulls outstanding receivables across the firm. If you need specifics, `get_bill` returns line items, totals, and due dates for a single invoice.

Tasks and Calendar

Scheduling deadlines relies on the `create_task` tool, which accepts a matter link and due date. You drop a note about an upcoming court filing into the chat. The agent parses the date, links the correct case, and sets the reminder. Checking your day involves calling `list_calendar_entries` to pull summaries, start times, and locations. Cascade cross-references these events against `list_tasks` to show exactly what you owe the firm before you log off.

Setup guide

Set up Clio MCP in Windsurf

Prerequisites

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

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Clio MCP

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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Clio payment history." If connected, Cascade will call the Clio tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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 Windsurf

Edit your ~/.codeium/windsurf/mcp_config.json file. Add the server details under the mcpServers array and hit refresh in the MCP panel.

Yes. You ask for a new case, and Cascade figures out the steps. It searches contacts, creates one if missing, and opens the matter without asking for permission at every step.

Cascade auto-discovers the schema on connection. You just state your goal and the agent maps the inputs.

No. You set the high-level objective. The agent plans the multi-tool sequence and executes it from start to finish.

Vinkius runs your server in an ephemeral V8 Isolate Sandbox. Your client pulls case details, physical addresses, and billing rates directly through a zero-trust connection. The container burns down immediately after the request finishes.

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