Bring Legal Practice Management
to Claude Desktop
Create your Vinkius account to connect Clio to Claude Desktop 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 Claude Desktop?
Claude Desktop is the definitive way to connect Clio to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 8 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Clio in Claude Desktop
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 Claude Desktop 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 Claude Desktop
Every request between Claude Desktop 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 Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.
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