Clio MCP Server for Mastra AI 8 tools — connect in under 2 minutes
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect Clio through the Vinkius and Mastra agents discover all tools automatically — type-safe, streaming-ready, and deployable anywhere Node.js runs.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token — get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"clio": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "Clio Agent",
instructions:
"You help users interact with Clio " +
"using 8 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with Clio?"
);
console.log(result.text);
}
main();
* 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.
Mastra's agent abstraction provides a clean separation between LLM logic and Clio tool infrastructure. Connect 8 tools through the Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution — deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI via MCP
Follow these steps to integrate the Clio MCP Server with Mastra AI.
Install dependencies
Run npm install @mastra/core @mastra/mcp @ai-sdk/openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.ts and run with npx tsx agent.ts
Explore tools
Mastra discovers 8 tools from Clio via MCP
Why Use Mastra AI with the Clio MCP Server
Mastra AI provides unique advantages when paired with Clio through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure — add Clio without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every Clio tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host — Vercel, Railway, Fly.io, or your own infrastructure
Clio + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the Clio MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query Clio, process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed Clio as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query Clio on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using Clio tools alongside other MCP servers
Clio MCP Tools for Mastra AI (8)
These 8 tools become available when you connect Clio to Mastra AI 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 Mastra AI
Ready-to-use prompts you can give your Mastra AI 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 Mastra AI
Common issues when connecting Clio to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpClio + Mastra AI FAQ
Common questions about integrating Clio MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.Can Mastra agents use tools from multiple servers?
Does Mastra support workflow orchestration?
Connect Clio with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Clio to Mastra AI
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.