Clio MCP Server for Claude Code 8 tools — connect in under 2 minutes
Claude Code is Anthropic's agentic CLI for terminal-first development. Add Clio as an MCP server in one command and Claude Code will discover every tool at runtime — ideal for automation pipelines, CI/CD integration, and headless workflows via the Vinkius.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Clio and 2,500+ MCP Servers from a single visual interface.
# Your Vinkius token — get it at cloud.vinkius.com
claude mcp add clio --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
* 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.
Claude Code registers Clio as an MCP server in a single terminal command. Once connected, Claude Code discovers all 8 tools at runtime and can call them headlessly — ideal for CI/CD pipelines, cron jobs, and automated workflows where Clio data drives decisions without human intervention.
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 Claude Code 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 Claude Code via MCP
Follow these steps to integrate the Clio MCP Server with Claude Code.
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
Add the MCP Server
Run the command above in your terminal
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
Start using Clio
Ask Claude: "Using Clio, show me..." — 8 tools are ready
Why Use Claude Code with the Clio MCP Server
Claude Code provides unique advantages when paired with Clio through the Model Context Protocol.
Single-command setup: `claude mcp add` registers the server instantly — no config files to edit or applications to restart
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
Claude Code runs headlessly, enabling unattended batch processing using Clio tools in cron jobs or deployment scripts
Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Clio + Claude Code Use Cases
Practical scenarios where Claude Code combined with the Clio MCP Server delivers measurable value.
CI/CD integration: embed Clio tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping
Headless batch processing: schedule Claude Code to query Clio nightly and generate reports without human intervention
Shell scripting: pipe Clio outputs into other CLI tools for data transformation, filtering, and aggregation
Infrastructure monitoring: run Claude Code in a cron job to query Clio status endpoints and alert on anomalies
Clio MCP Tools for Claude Code (8)
These 8 tools become available when you connect Clio to Claude Code 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 Claude Code
Ready-to-use prompts you can give your Claude Code 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 Claude Code
Common issues when connecting Clio to Claude Code through the Vinkius, and how to resolve them.
Command not found: claude
npm install -g @anthropic-ai/claude-codeConnection timeout
Clio + Claude Code FAQ
Common questions about integrating Clio MCP Server with Claude Code.
How do I add an MCP server to Claude Code?
claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.Can Claude Code run MCP tools in headless mode?
How do I list all connected MCP servers?
claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.Connect Clio with your favorite client
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Connect Clio to Claude Code
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.