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 LlamaIndex 8 tools — connect in under 2 minutes

Name: Clio
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 8 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Clio as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

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 llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Clio. "
            "You have 8 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Clio?"
    )
    print(response)

asyncio.run(main())

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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.

LlamaIndex agents combine Clio tool responses with indexed documents for comprehensive, grounded answers. Connect 8 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.

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 LlamaIndex 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 LlamaIndex via MCP

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

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 8 tools from Clio

Why Use LlamaIndex with the Clio MCP Server

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

Data-first architecture: LlamaIndex agents combine Clio tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Clio tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Clio, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Clio tools were called, what data was returned, and how it influenced the final answer

Clio + LlamaIndex Use Cases

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

Hybrid search: combine Clio real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Clio to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Clio for fresh data

Analytical workflows: chain Clio queries with LlamaIndex's data connectors to build multi-source analytical reports

Clio MCP Tools for LlamaIndex (8)

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

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

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

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Clio + LlamaIndex FAQ

Common questions about integrating Clio MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.