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 OpenAI Agents SDK 8 tools — connect in under 2 minutes

Name: Clio
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 8 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Clio through the Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails — no manual schema definitions required.

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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Clio Assistant",
            instructions=(
                "You help users interact with Clio. "
                "You have access to 8 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Clio"
        )
        print(result.final_output)

asyncio.run(main())

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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.

The OpenAI Agents SDK auto-discovers all 8 tools from Clio through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns — chain multiple agents where one queries Clio, another analyzes results, and a third generates reports, all orchestrated through the Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Clio MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 8 tools from Clio

Why Use OpenAI Agents SDK with the Clio MCP Server

OpenAI Agents SDK provides unique advantages when paired with Clio through the Model Context Protocol.

Native MCP integration via `MCPServerSse` — pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Clio + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Clio MCP Server delivers measurable value.

Automated workflows: build agents that query Clio, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents — one queries Clio, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Clio tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Clio to resolve tickets, look up records, and update statuses without human intervention

Clio MCP Tools for OpenAI Agents SDK (8)

These 8 tools become available when you connect Clio to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Clio to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Clio + OpenAI Agents SDK FAQ

Common questions about integrating Clio MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.