Clio MCP. Manage your entire legal practice from chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Clio MCP connects your AI agent directly to your legal practice management data. You can track specific cases, manage client contacts, schedule firm tasks, and review billing history without ever leaving your chat interface.
It puts full control over your case files right into the conversation.
What your AI agents can do
Create activity
Logs a time entry or expense by requiring the date, quantity in seconds, and type of entry.
Create contact
Creates a new contact record, specifying first and last names for people or using the company name field for organizations.
Create matter
Initiates a new legal matter by providing its display number, description, and linking it to an existing client contact ID.
List and retrieve details for every legal matter, including its status, responsible attorney, and practice area.
Access full contact information for individuals or companies, allowing you to search by name, email, or phone number.
View and create internal tasks or deadlines linked to specific cases, keeping your firm organized.
Access detailed invoice information, including line items, totals, outstanding balance, and due dates.
Record time entries or expenses against a matter, building an auditable log of work performed.
List all case communications and add detailed notes about strategy decisions or research findings.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Clio with 23 Tools
These tools let you perform every core function of legal practice management, from creating new matters to reviewing payment statuses.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Clio on Vinkius019e4751create activity
Logs a time entry or expense by requiring the date, quantity in seconds, and type of entry.
019e4751create contact
Creates a new contact record, specifying first and last names for people or using the company name field for organizations.
019e4751create matter
Initiates a new legal matter by providing its display number, description, and linking it to an existing client contact ID.
019e4751create note
Adds documentation notes to a specific case file for recording conversations or strategy decisions.
019e4751create task
Sets up a new task or deadline, optionally linking it to a matter and setting a required due date.
019e4751get bill
Retrieves the full details of an invoice, including line items, totals, balance remaining, and the associated matter number.
019e4751get contact
Pulls all available contact information for a person or company, such as names, emails, phone numbers, and addresses.
019d7573get matter
Retrieves core case details including the client name, practice area, responsible attorney, status, and key dates.
019e4751get user profile
Fetches the profile information for the current user accessing the system.
019d7573list activities
Generates a list of all time entries and expenses, with the option to filter by specific matters.
019d7573list bills
Lists all firm invoices to help monitor outstanding receivables and overall revenue status.
019d7573list calendar entries
Displays a summary of scheduled events, including start/end times, location details, and the linked matter.
019e4751list communications
Lists all recorded firm communications, providing the subject, body text, date, and linked contact or matter.
019d7573list contacts
Retrieves a comprehensive list of every contact stored in the firm's database.
019d7573list documents
Lists all case-related documents, which can be filtered by matter to see filename and creation date.
019e4751list matter stages
Shows the defined stages of a legal matter, like Intake or Trial, helping you understand its current lifecycle phase.
019d7573list matters
Lists all active and closed legal cases, allowing filtering by status to narrow down your search.
019e4751list notes
Retrieves a list of case notes, including the subject, detailed content, date, and which matter they belong to.
019e4751list practice areas
Shows all defined practice areas (like Corporate or Family Law) used by the firm for categorization purposes.
019d7573list tasks
Lists specific tasks and deadlines, allowing filtering by matter to check on court requirements.
019e4751list users
Provides a list of all team members and attorneys within the firm for management and workload tracking.
019e4751search contacts
Searches for a specific person or organization using keywords found in their name or email address.
019e4751search matters
Finds specific legal cases when you provide a keyword or partial case name to narrow down the results.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Clio, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 23 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Juggling tabs to track everything feels exhausting.
Right now, managing a single client file means opening the matter view, then clicking over to contacts to check details. You might need to go to the tasks tab for deadlines and finally open billing records just to see if an invoice was paid. It's constant switching between dashboards.
With this MCP, you talk to your agent. You ask: 'What are the outstanding bills and who is the main contact for Case XYZ?' The agent runs multiple checks—pulling bill data via `list_bills` and pulling client details via `get_contact`—and gives you one clean answer in the chat.
Get full visibility using list_matters.
Today, seeing all your open cases means running a report and filtering manually by status: 'Open,' 'Pending,' or 'Closed.' You have to deal with dozens of screens and dropdown menus just to get a basic count.
Now you simply ask the agent to list matters. It pulls all active case numbers and descriptions instantly, giving you an organized view without leaving your conversation.
What you can do with this MCP connector
This connector lets you run your entire legal operation through natural language commands. Instead of logging into Clio’s dashboard to check a client's status or outstanding bills, your AI agent pulls that data directly. You can list all active cases and pull deep details on matter metadata, like who the responsible attorney is and what stage the case is in.
Need to follow up with a contact? Pull their full file—emails, phone numbers, and addresses—in seconds. It’s also great for internal ops: you can audit firm task lists or review billing history just by asking. Because legal data is so sensitive, credentials pass through a zero-trust proxy when running on Vinkius; your keys never sit on a disk.
This means you get full visibility into everything that happens in the background while keeping client data safe.
019d7573-50e1-7259-a3e0-19c1aa1db069 
How Clio MCP Works
- 1 First, you subscribe to the Clio MCP and perform a one-time setup by creating a Developer Application in your Clio account.
- 2 Next, enter your Client ID and Secret into the platform and authorize access. This connects your AI agent to your firm's data.
- 3 Finally, start talking to your agent from Claude, Cursor, or any MCP-compatible client. You can then manage cases and contacts using natural language prompts.
The bottom line is, you tell your agent what you need, and it fetches the specific Clio data needed without you touching a dashboard.
Who Is Clio MCP For?
This connector is for legal professionals who are tired of switching between dashboards to track simple facts. Attorneys, paralegals, and practice managers gain an instant command center that speaks the language of their workflow.
Reviewing case status or checking recent matter updates using natural conversation instead of digging through complex menus.
Auditing firm task lists and verifying contact details quickly without having to open the main client portal.
Looking up billing history or attorney assignments across multiple cases straight from their chat interface to manage cash flow.
What Changes When You Connect
- Stop opening multiple tabs. You can pull details like the case status or responsible attorney using
get_matterdirectly in a conversation, saving time and clicks. - Need to know if you paid an invoice? Use
list_billsto see outstanding receivables instantly. This gives you immediate financial visibility without logging into accounting software. - Tracking internal work is fast. You can audit firm task lists or schedule follow-ups using
create_task, ensuring no deadline slips through the cracks. - Client data retrieval gets simple. Instead of browsing, use
search_contactsto find a person and immediately access their email, phone number, and full contact history viaget_contact. - Build better records by logging work instantly. Use
create_activityto log time or expenses right when the task is finished, keeping your billing accurate. - Your workflow can span platforms. For instance, you can combine a messaging tool with this MCP to send an update about a case using
list_mattersand then document it viacreate_note, all through one agent.
Real-World Use Cases
Preparing for a Client Meeting
A paralegal needs to know the status of three different clients before a meeting. They prompt their agent: 'Get details on matters ABC, XYZ, and QRS.' The agent runs get_matter for all three, consolidating the current status, responsible attorney, and key dates into one summary.
Handling Billing Inquiries
A practice manager gets an email asking about a specific bill. They prompt their agent to 'Show me the details for the May invoice.' The agent uses get_bill and provides a full breakdown of line items, totals, and the payment status.
Onboarding a New Client
An attorney needs to start a new file. They ask their agent to 'Set up a matter for Acme Corp.' The agent first runs get_contact on Acme Corp's ID and then uses create_matter, ensuring all necessary initial data is logged.
Team Accountability Check
The ops team lead wants to know who is assigned to which case. They ask the agent to 'List matters and tell me who's responsible for each.' The agent uses list_matters combined with get_matter metadata to provide a clear ownership report.
The Tradeoffs
Copying data between systems
Having to copy the case number from one document into Clio, then manually pasting it into a task description in another system.
→
Just ask your agent to 'Create a task for Case #2026-001 and set the deadline for next Friday.' The agent handles linking the matter ID directly when calling create_task.
Checking status manually
Opening the case management dashboard, navigating to a specific client, clicking on 'Status,' and reading the text.
→
Ask your agent: 'What is the current status of Matter #2026-001?' The agent uses get_matter and provides the answer immediately without you opening any dashboards.
Forgetting to log time
Completing research, closing the laptop, and forgetting that 45 minutes of work needs billing. You have to remember later.
→
When done with a task, tell your agent: 'Log 1 hour of research time against this matter.' The agent uses create_activity right there in the chat.
When It Fits, When It Doesn't
Use this MCP if your daily work involves constant cross-referencing between case files, contacts, and financial records. If you need to know 'who,' 'when,' or 'how much money' regarding a specific legal matter, this is the right tool. Don't use it if you only need to draft documents (use a dedicated word processor) or manage purely internal team communications unrelated to client files. For simple contact lookup, search_contacts is perfect; but if you need to build an entire view of a case, including its history and billing, you need the depth provided by get_matter. Never try to use this just for general knowledge—it only works with your firm's structured data.
Common Questions About Clio MCP
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.
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.
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).
Can I see the status of a specific legal matter? +
Yes! Use the get_matter 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_bills tool. Your agent will fetch the list of generated bills, which includes their amounts and payment statuses, directly from Clio.
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.
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. Note: the one-click Connect with Clio button currently works for US region accounts. Users in other regions should use the same Developer Application setup but may need to complete the OAuth flow using the manual instructions in the documentation.
What happens if I use the `create_contact` tool with missing required fields? +
The API immediately returns a validation error detailing exactly which parameters are incomplete or malformed. You'll need to parse this specific error payload, as it lists mandatory inputs like first name and last name. This ensures your agent handles data structure failures gracefully.
Multi-server workflows that include Clio MCP
MCP Recipe for Legal Billing Automation
Billable hours pulled, invoice created, payment link sent , your legal billing runs itself
MCP Recipe for WhatsApp Litigation Claims
Funding claims tracked, case details matched, client updated on WhatsApp , litigation funding without the admin overhead
MCP Workflow for Hassle-Free Legal Signatures
Matter reviewed, engagement letter sent for signature, retainer tracked , stop chasing signatures and start practicing law
Never Miss a Contract Deadline Using MCP
Contracts analyzed, key clauses extracted, every renewal and expiration on your calendar , never miss a contract deadline again
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.