3,400+ MCP servers ready to use
Vinkius

Bring Case Management
to Vercel AI SDK

Learn how to connect Clio to Vercel AI SDK and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

Create ContactCreate MatterGet ContactGet MatterGet User ProfileList ActivitiesList BillsList CommunicationsList ContactsList Matter StagesList MattersList Tasks

What is the Clio MCP Server?

Connect your Clio (v4) account to any AI agent and take full control of your legal practice management and firm operations through natural conversation.

What you can do

  • Matter & Case Orchestration — List and manage legal matters programmatically, monitoring their entire lifecycle from intake to resolution in real-time
  • Billing & Activity Intelligence — Track billable time and expenses associated with specific matters and retrieve detailed high-fidelity invoice summaries
  • Relationship CRM — Access complete profiles for individuals and company contacts (clients, counsel) to maintain a perfectly coordinated relationship ecosystem
  • Communication Architecture — Access logged calls, emails, and firm-wide task lists to ensure high-fidelity oversight of all firm interactions
  • Regional Flexibility — Connect across multiple data centers (US, CA, EU, AU) using specialized access tokens and regional base URLs directly through your agent

How it works

1. Subscribe to this server
2. Retrieve your Access Token from the Clio Developer Portal (App Center)
3. Identify your Region (us, ca, eu, or au) to ensure correct endpoint routing
4. Start managing your law firm's workload from Claude, Cursor, or any MCP client

No more manual deal logging or digging through complex matter tables in the portal. Your AI acts as your dedicated legal operations specialist and billing coordinator.

Who is this for?

  • Attorneys & Partners — instantly retrieve case summaries and check billable hour targets using natural language commands
  • Legal Administrators — monitor firm-wide tasks and manage client contact directories without leaving your communication tools
  • Legal Tech Developers — integrate automated matter tracking and expense reporting into custom workflows through simple AI queries

Built-in capabilities (12)

create_contact

Create a new contact

create_matter

Provide description and client ID. Create a new legal matter

get_contact

Get details of a specific contact

get_matter

Get details of a specific matter

get_user_profile

Get current user profile information

list_activities

List billable activities (time and expenses)

list_bills

List billing invoices

list_communications

List firm communications

list_contacts

List all contacts

list_matter_stages

List possible stages for matters

list_matters

List all legal matters (cases)

list_tasks

List tasks

Why Vercel AI SDK?

The Vercel AI SDK gives every Clio tool full TypeScript type inference, IDE autocomplete, and compile-time error checking. Connect 12 tools through Vinkius and stream results progressively to React, Svelte, or Vue components. works on Edge Functions, Cloudflare Workers, and any Node.js runtime.

  • TypeScript-first: every MCP tool gets full type inference, IDE autocomplete, and compile-time error checking out of the box

  • Framework-agnostic core works with Next.js, Nuxt, SvelteKit, or any Node.js runtime. same Clio integration everywhere

  • Built-in streaming UI primitives let you display Clio tool results progressively in React, Svelte, or Vue components

  • Edge-compatible: the AI SDK runs on Vercel Edge Functions, Cloudflare Workers, and other edge runtimes for minimal latency

See it in action

Clio in Vercel AI SDK

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Why Vinkius

Clio and 3,400+ other MCP servers. One platform. One governance layer.

Teams that connect Clio to Vercel AI SDK through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.

3,400+MCP Servers ready
<40msCold start
60%Token savings
Raw MCP
Vinkius
Server catalogFind and host yourself3,400+ managed
InfrastructureSelf-hostedSandboxed V8 isolates
Credential handlingPlaintext in configVault + runtime injection
Data loss preventionNoneConfigurable DLP policies
Kill switchNoneGlobal instant shutdown
Financial circuit breakersNonePer-server limits + alerts
Audit trailNoneEd25519 signed logs
SIEM log streamingNoneSplunk, Datadog, Webhook
HoneytokensNoneCanary alerts on leak
Custom domainsNot applicableDNS challenge verified
GDPR complianceManual effortAutomated purge + export
Enterprise Security

Why teams choose Vinkius for Clio in Vercel AI SDK

The Clio 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. All 12 tools execute in hardened sandboxes optimized for native MCP execution.

Your AI agents in Vercel AI SDK only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

Clio
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

The Vinkius Advantage

How Vinkius secures Clio for Vercel AI SDK

Every tool call from Vercel AI SDK to the Clio MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

How do I find my Clio Access Token?

Log in to the Clio App Center (Developer Portal), create a new private integration, and generate an Access Token for your account.

02

Does it support EU data centers?

Yes! You can specify your region (us, ca, eu, or au) via the CLIO_REGION credential to ensure correct data locality and endpoint routing.

03

Can I create new legal cases via AI?

Yes! The create_matter tool allows the agent to register new legal cases by providing a display number, description, and client ID.

04

How does the Vercel AI SDK connect to MCP servers?

Import createMCPClient from @ai-sdk/mcp and pass the server URL. The SDK discovers all tools and provides typed TypeScript interfaces for each one.

05

Can I use MCP tools in Edge Functions?

Yes. The AI SDK is fully edge-compatible. MCP connections work on Vercel Edge Functions, Cloudflare Workers, and similar runtimes.

06

Does it support streaming tool results?

Yes. The SDK provides streaming primitives like useChat and streamText that handle tool calls and display results progressively in the UI.

07

createMCPClient is not a function

Install: npm install @ai-sdk/mcp