Clio MCP for AI Agents. Control your entire legal practice from conversation.
Clio connects your legal practice management directly into any AI agent. You can use natural conversation to track cases, review client contacts, log time entries, and monitor billing status without opening a single dashboard. It gives you full visibility into law firm operations.
Give Claude and any AI agent real-world access
List and retrieve details for all legal matters, filtering them by status like open or closed.
Access and search records for people and organizations to get full contact information.
List all outstanding tasks, deadlines, and court dates across the firm or tied to a specific case.
Retrieve detailed invoices, check payment statuses, and log new time entries or expenses.
Review all communications, notes, and documents associated with a specific matter or client.
Ask an AI about this
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What AI agents can do with Clio MCP: 23 Tools for Law Firm Operations
These tools allow your AI client to interact with every part of Clio. Use them together to track cases, manage contacts, and handle billing records through conversation.
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 MCPList Matters
Retrieves a list of legal cases, showing details like the case number, client name, and status (open, closed, pending).
Get Matter
Pulls specific details about a single case, including its responsible attorney...
List Contacts
Lists all firm contacts in your system for quick reference.
List Activities
Retrieves a history of time entries and expenses, including notes and billing status.
List Tasks
Lists all firm tasks and deadlines, allowing filtering by specific cases or general...
List Bills
Generates a list of invoices so you can monitor the firm’s revenue and outstanding payments.
List Calendar Entries
Retrieves all scheduled events, including summaries, times, locations, and which matter they relate to.
List Documents
Lists case documents by filtering on the associated matter, showing file names and...
Create Activity
Logs a new time entry or expense record using a specific date and quantity in...
Create Task
Creates a brand-new task or deadline, optionally linking it to a matter and setting...
List Notes
Retrieves all notes associated with a case, showing the subject, detail, and date of...
Create Note
Adds a new note to a specific matter for documenting strategy or research findings.
Get Bill
Retrieves comprehensive details about a single invoice, including line items and the balance due.
List Practice Areas
Lists all available practice areas (like Civil or Corporate Law) for firm structure...
Search Matters
Finds specific cases when you provide a keyword or partial name, instead of needing...
List Matter Stages
Lists all possible life stages for a matter, such as Intake or Trial, helping...
List Communications
Retrieves communications records, including subject and body text, linked to a...
Get User Profile
Retrieves the profile information of the user currently logged into the system.
List Users
Lists all internal users and attorneys within your law firm for team management purposes.
Create Matter
Creates a new legal matter record, requiring the case reference number, description...
Search Contacts
Searches for people or organizations using keywords in their name or email address.
Get Contact
Returns full details about a contact, including all phone numbers and physical...
Create Contact
Adds a new person or company record to the firm’s contact database using first/last...
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
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 each 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 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
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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The Administrative Grind of Legal Practice Solved with Vinkius AI Gateway
Today, managing a legal file means constant context switching. You open Clio for matter status, then jump to Outlook to check communications, and finally switch to the billing system to review outstanding invoices. Finding one piece of information—like who was assigned to the case or what tasks are due next week—requires opening three different tabs, cross-referencing dates, and copy-pasting names.
With this MCP, that process disappears. You talk to your agent, telling it exactly what you need. It talks to Clio in the background, pulls all the relevant data points—from matter records to task lists—and gives you a single, clean answer right there. It turns hours of clicking into one conversation.
Clio MCP: Instant Operational Visibility
You no longer have to manually audit the internal user list or check if a matter has been properly transitioned through all its stages. The agent can pull up both the current status (list_matter_stages) and review who is responsible for that case (get_matter), giving you an immediate operational picture of the whole firm.
The difference is control. Instead of being limited by the interface's buttons, your AI agent lets you manage your practice using plain language commands. You get full visibility into every part of the legal lifecycle.
What your AI can actually do with this
Managing a legal practice involves jumping between dozens of tabs: the case file, the contact list, the task tracker, and the billing ledger. This MCP lets your AI agent handle that switching for you. Instead of remembering which system holds the information—whether it's a client address or a pending bill—you just ask your agent.
It retrieves details on matters, people, and firm tasks using natural language. All this data is available through Vinkius, giving your AI client access to Clio’s full operational scope. You can pull lists of all legal matters by status, find out who the primary contact for a case is, or even log time entries right from your chat interface.
It lets you manage everything from basic matter tracking and reviewing internal users to accessing detailed billing logs—all hands-free.
019d7573-50e1-7259-a3e0-19c1aa1db069 Here's how it actually works
The bottom line is that once connected, your AI agent treats Clio like a native extension of its own conversational memory.
Subscribe to this MCP on Vinkius.
Create a Developer Application in your Clio account (this takes about five minutes).
Enter your Client ID and Secret, then authorize access via the connector to start managing your legal practice.
Who is this actually for?
This MCP is built for law firms and legal operations departments. It helps attorneys who are tired of switching between the case management platform, email, and spreadsheet to track deadlines. Practice managers need it when they have too many moving parts—billing cycles, team assignments, and matter lifecycles—to manage manually.
Reviews current case statuses and pulls up recent updates on matters without having to navigate the client portal.
Audits firm-wide task lists or verifies contact details for a new lead before speaking with them.
Quickly checks the billing history for multiple clients and reviews attorney assignments straight from their chat window.
What Changes When You Connect
Manage case records instantly. Instead of opening the Clio dashboard to check status, you simply ask your agent to list matters, and it gives you a filtered summary showing which cases are open or pending.
Stop context switching for billing. You can use natural language commands like 'Check payment status on Matter ABC' to get immediate access to the details from the billing records without leaving your chat window.
Never miss a deadline again. Your agent handles task management; simply ask it to list tasks, and you see all firm-wide to-dos alongside case-specific court deadlines, ensuring nothing slips through the cracks.
Maintain a clean audit trail. When a client calls with a question, your agent can quickly gather associated communications and pull up relevant notes on that matter, giving you immediate context for the conversation.
Simplify team administration. Need to know who has access or who is assigned to what? Use the list_users tool to get a roster of all attorneys and internal staff members in one go.
See it in action
Client Onboarding Checklist
A new client signs an agreement. Instead of manually creating records, you ask your agent to use create_contact and create_matter, providing the name and case reference number. The system handles establishing both the people record and the official matter file immediately.
Billing Reconciliation
It’s month-end. You need a revenue overview. You ask your agent to list_bills for Q3, then you ask it to get_bill on any specific invoice number, pulling all line items and outstanding balances into the chat.
Follow Up on Case Details
You are talking to a teammate about an old case. You don't know the matter ID, so you ask your agent to search_matters by keyword ('City Refurb'). The system finds the correct file and then lets you list_documents related to it.
Time Tracking Accountability
You just finished a call. Instead of opening the time tracking module, you tell your agent: 'Log 45 minutes for Matter XYZ.' The system runs create_activity, logging the hours automatically and making sure it's tied to the right case.
The honest tradeoffs
What to watch out for, and the recommended way to handle each one.
Jumping between tabs
The user opens Clio, navigates to 'Tasks', filters by matter name, then has to open a second tab for 'Contacts' to find the right person before logging in.
Keep your agent connected. Just ask: 'What tasks are due next week for the contact associated with Matter ABC?' This uses list_tasks and get_contact together without any clicking.
Manual data entry
A meeting ends, and you have to manually log notes in a separate system or remember to create a note later.
Tell your agent: 'Add a note on Matter ABC stating we decided on Strategy X.' This uses the create_note tool instantly, documenting decisions immediately.
Generic searching
Searching for a client only by knowing they are in the state of Texas. The system returns hundreds of results, and you waste time filtering them.
Use search_contacts with specific criteria (e.g., 'search_contacts: Jane Doe@emailprovider.com'). This narrows down the result list to exactly who you need.
When It Fits, When It Doesn't
Use this MCP if your workflow requires deep, transactional access to core legal data—things like creating a new matter (create_matter), logging time (create_activity), or checking specific billing balances (get_bill). This is the source of truth for operations.
Don't use it if you only need general knowledge retrieval or simple document storage. If your primary need is to search through PDFs and contracts without needing structured data like 'case status' or 'due date', a pure document indexing tool will be better. Also, if you only need to read the basic list of contacts but never write anything back, that might be overkill. This MCP excels because it lets your agent not just read (list_matters) but also write and modify records (create_task).
If you are building a system around complex, multi-stage workflows involving external services—like sending emails or filing court documents—you'll need to build upon the data provided by tools like list_matter_stages to drive your logic.
Questions you might have
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.
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