Bring Legal Practice Management
to AutoGen
Create your Vinkius account to connect Clio to AutoGen and start using all 8 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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
How it works
- Subscribe to this server
- Enter your Clio OAuth Access Token and Data Region (us, ca, eu, au)
- Start managing your legal practice from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Attorneys — monitor case status and review recent matter updates using natural language
- Legal Assistants — audit firm task lists and verify contact details without opening the dashboard
- Practice Managers — quickly look up billing history and attorney assignments straight from their chat interface
- Law Firm Ops — verify matter structures and monitor user roles
Built-in capabilities (8)
Includes client, practice area, responsible attorney, dates, and status. Get case details
Optionally filter by matter. Includes date, hours, rate, notes, and billing status. List time entries
List invoices
Includes summary, start/end times, location, and linked matter. List calendar events
List firm contacts
Filter by matter. Includes filename, category, creation date, and linked matter. List case documents
Filter by status: open, closed, pending. Includes case number, description, client, and dates. List legal cases/matters
Filter by matter for case-specific tasks. Critical for tracking court deadlines. List tasks and deadlines
Why AutoGen?
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Clio tools. Connect 8 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
- —
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Clio tools to solve complex tasks
- —
Role-based architecture lets you assign Clio tool access to specific agents. a data analyst queries while a reviewer validates
- —
Human-in-the-loop support: agents can pause for human approval before executing sensitive Clio tool calls
- —
Code execution sandbox: AutoGen agents can write and run code that processes Clio tool responses in an isolated environment
Clio in AutoGen
Why run Clio with Vinkius?
The Clio connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 8 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Clio using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Clio and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Clio to AutoGen through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Clio for AutoGen
Every request between AutoGen and Clio is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does AutoGen connect to MCP servers?
Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Clio tools during their conversation turns.
Can different agents have different MCP tool access?
Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.
Does AutoGen support human approval for tool calls?
Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.
McpWorkbench not found
Install: pip install "autogen-ext[mcp]"
Explore More MCP Servers
View all →
Rancher
10 toolsEquip your AI to manage Kubernetes environments directly through Rancher, overseeing clusters, namespaces, and active pods.
Reddit Intelligence
9 toolsTap into Reddit's public communities for real-time marketing intelligence — discover trending topics, monitor niches, and analyze sentiment without any API key.
Fairing
12 toolsAnalyze customer insights via Fairing — manage post-purchase surveys, track responses, and query zero-party data through your AI agent.
Readwise
16 toolsConnect your AI agents to Readwise to manage books, highlights, tags, and spaced repetition reviews directly through natural language.