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 Cline 8 tools — connect in under 2 minutes

Name: Clio
Availability: InStock
Author: Vinkius

cline.bot/docs/mcp

Built by Vinkius GDPR 8 Tools IDE

Cline is an autonomous AI coding agent inside VS Code that plans, executes, and iterates on tasks. Wire Clio through the Vinkius and Cline gains direct access to every tool — from data retrieval to workflow automation — without leaving the terminal.

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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.

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Classic Setup·json

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

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Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

Cline operates autonomously inside VS Code — it reads your codebase, plans a strategy, and executes multi-step tasks including Clio tool calls without waiting for prompts between steps. Connect 8 tools through the Vinkius and Cline can fetch data, generate code, and commit changes in a single autonomous run.

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 Cline 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 Cline via MCP

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

Open Cline MCP Settings

Click the MCP Servers icon in the Cline sidebar panel

Add remote server

Click "Add MCP Server" and paste the configuration above

Enable the server

Toggle the server switch to ON

Start using Clio

Ask Cline: "Using Clio, help me..." — 8 tools available

Why Use Cline with the Clio MCP Server

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

Cline operates autonomously — it reads your codebase, plans a strategy, and executes multi-step tasks including MCP tool calls without step-by-step prompts

Runs inside VS Code, so you get MCP tool access alongside your existing extensions, terminal, and version control in a single window

Cline can create, edit, and delete files based on MCP tool responses, enabling end-to-end automation from data retrieval to code generation

Transparent execution: every tool call and file change is shown in Cline's activity log for full visibility and approval before committing

Clio + Cline Use Cases

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

Autonomous feature building: tell Cline to fetch data from Clio and scaffold a complete module with types, handlers, and tests

Codebase refactoring: use Clio tools to validate live data while Cline restructures your code to match updated schemas

Automated testing: Cline fetches real responses from Clio and generates snapshot tests or mocks based on actual payloads

Incident response: query Clio for real-time status and let Cline generate hotfix patches based on the findings

Clio MCP Tools for Cline (8)

These 8 tools become available when you connect Clio to Cline 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 Cline

Ready-to-use prompts you can give your Cline 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 Cline

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

Server shows error in sidebar

Click the server name to see logs. Verify the URL and token are correct.

Clio + Cline FAQ

Common questions about integrating Clio MCP Server with Cline.

How does Cline connect to MCP servers?

Cline reads MCP server configurations from its settings panel in VS Code. Add the server URL and Cline discovers all available tools on initialization.