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 Windsurf 8 tools — connect in under 2 minutes

Name: Clio
Availability: InStock
Author: Vinkius

docs.windsurf.com/windsurf/mcp

Built by Vinkius GDPR 8 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Clio through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.

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.

RecommendedModern Approach — Zero Configuration

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.

Download Free Open SourceNo signup required

Classic Setup·json

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

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

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.

Windsurf's Cascade agent chains multiple Clio tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 8 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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 Windsurf 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 Windsurf via MCP

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

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using Clio

Open Cascade and ask: "Using Clio, help me..." — 8 tools available

Why Use Windsurf with the Clio MCP Server

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

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 8 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Clio + Windsurf Use Cases

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

Automated code generation: ask Cascade to fetch data from Clio and generate models, types, or handlers based on real API responses

Live debugging: query Clio tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Clio and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Clio data with Cascade's code generation to scaffold entire features in minutes

Clio MCP Tools for Windsurf (8)

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

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

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

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Clio + Windsurf FAQ

Common questions about integrating Clio MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system — it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.