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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
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Use Clio with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Practice law more efficiently with legal case management, time tracking, billing, and document organization in one system.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 23 capabilities

The complete Clio capability set.

These are the exact actions your AI can choose when you ask it to work with Clio.

Capability set01 / 06

01-04

4 capabilities in this set.

Part of 23 available through Clio.

  1. 01

    Create activity

    Provide date (YYYY-MM-DD), quantity in seconds, and the type (TimeEntry or ExpenseEntry). Log a time entry or expense

  2. 02

    Create contact

    Provide first and last name for persons. For companies, set type to "Company" and use first_name as the company name. Create a new contact

  3. 03

    Create matter

    Requires a display number (case reference), description, and client contact ID. The client must exist before creating a matter. Create a new legal matter

  4. 04

    Create note

    Use for documenting conversations, strategy decisions, or research findings. Add a note to a matter

Capability set02 / 06

05-08

4 capabilities in this set.

Part of 23 available through Clio.

  1. 05

    Get matter

    Includes client, practice area, responsible attorney, dates, and status. Get case details

  2. 06

    Get user profile

    Get current user profile

  3. 07

    List notes

    Optionally filter by matter ID. Includes subject, detail, date, and linked matter. List case notes

  4. 08

    List matters

    Filter by status: open, closed, pending. Includes case number, description, client, and dates. List legal cases/matters

Capability set03 / 06

09-12

4 capabilities in this set.

Part of 23 available through Clio.

  1. 09

    Get contact

    Returns name, type, email addresses, phone numbers, and physical addresses. Get contact details

  2. 10

    List contacts

    List firm contacts

  3. 11

    Search contacts

    Use this capability when looking for a specific person or organization. Search contacts by name or email

  4. 12

    List activities

    Optionally filter by matter. Includes date, hours, rate, notes, and billing status. List time entries and expenses

Capability set04 / 06

13-16

4 capabilities in this set.

Part of 23 available through Clio.

  1. 13

    List tasks

    Filter by matter for case-specific tasks. Critical for tracking court deadlines and firm-wide to-dos. List tasks and deadlines

  2. 14

    Create task

    Optionally link to a matter and set a due date. Use for court deadlines, filing reminders, and internal follow-ups. Create a new task or deadline

  3. 15

    Get bill

    Returns line items, totals, balance, due date, and associated matter. Get invoice details

  4. 16

    List bills

    Use to monitor firm revenue and outstanding receivables. List invoices

Capability set05 / 06

17-20

4 capabilities in this set.

Part of 23 available through Clio.

  1. 17

    List calendar entries

    Includes summary, start/end times, location, and linked matter. List calendar events

  2. 18

    List communications

    Includes subject, body, type, date, and linked matter/contact. List firm communications

  3. 19

    List documents

    Filter by matter. Includes filename, category, creation date, and linked matter. List case documents

  4. 20

    List practice areas

    G., Civil Litigation, Corporate, Family Law). Useful for matter categorization and firm structure overview. List practice areas

Capability set06 / 06

21-23

3 capabilities in this set.

Part of 23 available through Clio.

  1. 21

    List matter stages

    G., Intake, Discovery, Trial, Closed). Used for understanding matter lifecycle. List matter stages

  2. 22

    Search matters

    Use for finding specific cases when the user provides a keyword or partial name. Search legal matters by keyword

  3. 23

    List users

    Useful for team management and workload distribution. List firm users and attorneys

Observed, not estimated

924ms average. Fast in production.

Clio is checked daily against the live service.

Daily averagePeak 1153ms
Aug 26Today
Fastest day
786ms
Slowest day
1153ms
14-day trend
Slowing+11%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 23 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Clio, so you can see the experience inside your AI.

It does not authenticate your account with Clio. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Clio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Clio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions Clio owners ask.

  • 01

    How do I connect my Clio account?

    After subscribing, the setup wizard will guide you through 3 simple steps: 1) Select your data region (US, Canada, EU, or Australia). 2) Enter the Client ID and Client Secret from your Clio Developer Application. 3) Click the Connect with Clio button. a popup will open where you approve access. That's it! No manual token exchange or curl commands required.

  • 02

    Where do I find the Redirect URI for my Clio Developer Application?

    When creating your Developer Application in Clio, set the Redirect URI to: https://api.vinkius.com/marketplace/oauth/callback. This is the platform's secure callback endpoint that completes the OAuth authorization automatically.

  • 03

    How do I get my Client ID and Client Secret?

    Sign in to Clio and go to Settings → Developer Applications (direct link: https://app.clio.com/settings/developer_applications). Click New Application, give it a name, and set the Redirect URI to https://api.vinkius.com/marketplace/oauth/callback. Save the app and copy the Client ID and Client Secret (the secret is shown only once. copy it immediately).

  • 04

    Can I create new legal cases via AI?

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

  • 05

    Do I need to refresh my tokens manually?

    No. The platform automatically refreshes your access token in the background. You only need to click Connect with Clio once during setup, and the integration will keep working indefinitely.

  • 06

    Which Clio regions are supported?

    All four Clio regions are supported: United States (app.clio.com), Canada (ca.app.clio.com), Europe/UK (eu.app.clio.com), and Australia (au.app.clio.com). Select your region in the first step of the setup wizard.

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