Clio MCP Server
Manage legal practice and matters via Clio — track cases, monitor contacts, and manage firm tasks directly from any AI agent.
Vinkius AI Gateway supports streamable HTTP and SSE.
Works with every AI agent you already use
…and any MCP-compatible client
Clio MCP Server: see your AI Agent in action
Built-in capabilities (8)
get_matter
Includes client, practice area, responsible attorney, dates, and status. Get case details
list_activities
Optionally filter by matter. Includes date, hours, rate, notes, and billing status. List time entries
list_bills
List invoices
list_calendar_entries
Includes summary, start/end times, location, and linked matter. List calendar events
list_contacts
List firm contacts
list_documents
Filter by matter. Includes filename, category, creation date, and linked matter. List case documents
list_matters
Filter by status: open, closed, pending. Includes case number, description, client, and dates. List legal cases/matters
list_tasks
Filter by matter for case-specific tasks. Critical for tracking court deadlines. List tasks and deadlines
What this connector unlocks
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
1. Subscribe to this server
2. Enter your Clio OAuth Access Token and Data Region (us, ca, eu, au)
3. 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
Frequently asked questions
Give your AI agents the power of Clio
Access Clio and 2,000+ MCP servers — ready for your agents to use, right now. No glue code. No custom integrations. Just plug Vinkius AI Gateway and let your agents work.
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