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Connect Clio to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire law firm through a simple chat interface.

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

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 23 capabilities

We ship only the actions that matter.

Capability set01 / 06

01-04

4 capabilities in this set.

Part of 23 available through Clio.

  1. 01

    Create activity

    Logs a new time entry or expense entry. You provide the date, the amount in seconds, and the entry type.

  2. 02

    Create contact

    Adds a new person or company to your Clio directory. For companies, use the first name field for the organization name.

  3. 03

    Create matter

    Starts a new legal matter. You'll need a case reference number, a description, and an existing client ID.

  4. 04

    Create note

    Adds a note to a specific matter. Use this to record research, strategy, or conversation details.

Capability set02 / 06

05-08

4 capabilities in this set.

Part of 23 available through Clio.

  1. 05

    Get matter

    Retrieves full details for a specific case, including the responsible attorney, practice area, and current status.

  2. 06

    Get user profile

    Fetches the profile information for the currently authenticated user.

  3. 07

    List notes

    Pull a list of notes associated with a matter, with optional filtering by matter ID.

  4. 08

    List matters

    Shows your legal matters. You can filter the list by open, closed, or pending status.

Capability set03 / 06

09-12

4 capabilities in this set.

Part of 23 available through Clio.

  1. 09

    Get contact

    Gets detailed contact information, including emails, phone numbers, and physical addresses.

  2. 10

    List contacts

    Retrieves a list of all contacts in your firm's directory.

  3. 11

    Search contacts

    Finds specific people or organizations by searching for their name or email address.

  4. 12

    List activities

    Lists time entries and expenses. You can filter these by matter to see specific billing details.

Capability set04 / 06

13-16

4 capabilities in this set.

Part of 23 available through Clio.

  1. 13

    List tasks

    Shows tasks and deadlines. You can filter by matter to track specific court dates or firm to-dos.

  2. 14

    Create task

    Sets a new task or deadline. You can link it to a matter and assign a due date.

  3. 15

    Get bill

    Fetches specific invoice details, including line items, totals, and the balance due.

  4. 16

    List bills

    Lists all invoices to help you monitor firm revenue and outstanding payments.

Capability set05 / 06

17-20

4 capabilities in this set.

Part of 23 available through Clio.

  1. 17

    List calendar entries

    Retrieves calendar events, showing times, locations, and any linked matters.

  2. 18

    List communications

    Lists firm communications, including emails and calls, linked to specific contacts or matters.

  3. 19

    List documents

    Shows a list of documents within a matter, including filenames and categories.

  4. 20

    List practice areas

    Lists the different practice areas defined in your firm, such as Civil Litigation or Family Law.

Capability set06 / 06

21-23

3 capabilities in this set.

Part of 23 available through Clio.

  1. 21

    List matter stages

    Retrieves the different stages in a matter's lifecycle, like Intake or Trial.

  2. 22

    Search matters

    Finds specific legal matters using keywords or partial names.

  3. 23

    List users

    Lists the users and attorneys registered in your firm for workload management.

Real work

What teams actually run

01

Rapid Time Entry

Tell your agent you spent two hours on a research task, and it logs the time entry to the correct matter immediately.

02

Case Status Checks

Ask your agent for a summary of a specific case to see its current stage and recent notes.

03

Billing Audits

Request a list of unbilled activities to ensure all work is captured before the next invoicing cycle.

04

Deadline Monitoring

Ask for a list of upcoming tasks to stay on top of court deadlines and filing requirements.

Automate a task

Put Clio to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Clio works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Clio to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

1017ms average. Fast in production.

Clio is checked daily against the live service.

Daily averagePeak 1221ms
Oct 3Today
Fastest day
893ms
Slowest day
1221ms
14-day trend
Stable0%

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

Guided setup for Claude? Set up Clio in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Clio owners hand off.

This MCP is built for legal professionals who want to manage their practice through a conversational interface rather than manual data entry.

  • 01

    Attorneys & Partners

    They use the AI to pull case summaries and check billable hour targets instantly.

  • 02

    Legal Administrators

    They use the AI to monitor firm-wide tasks and manage client contact directories.

  • 03

    Legal Tech Developers

    They use the AI to build automated matter tracking and expense reporting workflows.

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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