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.

How do I check if a bill has been paid?

Use the `list_clio_bills` tool. Your agent will fetch the list of generated bills, which includes their amounts and payment statuses, directly from Clio.

Where do I find my Clio Access Token?

Clio uses OAuth 2.0. You can generate an access token through the Clio developer portal or by creating a private application in your Clio account settings.

Clio MCP Server for AutoGen 8 tools — connect in under 2 minutes

Name: Clio
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 8 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Clio as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="clio_agent",
            tools=tools,
            system_message=(
                "You help users with Clio. "
                "8 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Clio MCP Server

Connect your Clio account to any AI agent and take full control of your legal practice management through natural conversation. Streamline how you manage matters, contacts, and billing natively.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Clio tools. Connect 8 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Matter Oversight — List and retrieve details for all legal matters and cases under your administration natively
Contact Intelligence — Access and monitor all contacts, including people and companies, flawlessly
Task Management — List and review firm tasks and to-dos to keep your practice organized securely
Billing Logistics — Access generated bills and monitor their payment status to manage cash flow flawlessly
Firm Management — List all internal users and attorneys within your law firm flawlessly
Integrated Visibility — Retrieve detailed matter metadata including status and responsible attorneys directly within your workspace flawlessly

The Clio MCP Server exposes 8 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Clio to AutoGen via MCP

Follow these steps to integrate the Clio MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 8 tools from Clio automatically

Why Use AutoGen with the Clio MCP Server

AutoGen provides unique advantages when paired with Clio through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Clio tools to solve complex tasks

Role-based architecture lets you assign Clio tool access to specific agents — a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Clio tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Clio tool responses in an isolated environment

Clio + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Clio MCP Server delivers measurable value.

Collaborative analysis: one agent queries Clio while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Clio, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Clio data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Clio responses in a sandboxed execution environment

Clio MCP Tools for AutoGen (8)

These 8 tools become available when you connect Clio to AutoGen via MCP:

get_matter

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

list_activities

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

list_bills

List invoices

list_calendar_entries

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

list_contacts

List firm contacts

list_documents

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

list_matters

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

list_tasks

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

Example Prompts for Clio in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Clio immediately.

"List all my open matters in Clio."

"Show me the tasks for the 'City Refurb' matter."

"Who is the contact for the 'Jones v. Smith' case?"

Troubleshooting Clio MCP Server with AutoGen

Common issues when connecting Clio to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Clio + AutoGen FAQ

Common questions about integrating Clio MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Clio tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.