Clio Connector for AI agents.

23 live capabilities

Manage your legal practice and firm matters from your chat interface.

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AI Agent

Why people use Clio

Clio for Legal Practice Management and Matter Tracking

This Connector changes that by bringing your Clio data into the conversation. Instead of hunting for information, you just ask your agent to pull up the latest matter notes or check a contact's phone number. You get the answers you need instantly, keeping your focus on the legal work that actually matters.

What Vinkius changes

You get a direct line from your AI agent to your entire Clio practice database.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

Real-world use case 01

Checking a client's balance during a call

An attorney needs to know if a client has an outstanding balance.
Real-world use case 02

Prepping for a hearing

A legal assistant is prepping for a hearing.
Real-world use case 03

Reviewing firm workload

A practice manager wants to see who is handling the most cases.

Complete set · 23capabilities

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.

01 Capability
List matters
Filter and view all legal cases based on their current status. Use this to see what's open or pending.
02 Capability
Get matter
Pull specific details like practice area and the responsible attorney for a case. Great for quick lookups.
03 Capability
Create matter
Start a new legal matter with a reference number and client contact. This handles the initial case setup.
04 Capability
List contacts
See a complete list of all people and companies in your firm's directory. Use this for a full overview.

Capability set02 / 06

05—08

4 capabilities in this set.

Part of 23 available through Clio.

05 Capability
Search contacts
Look up a specific person or organization by name or email. Use this to find existing clients quickly.
06 Capability
Get contact
Get phone numbers, emails, and addresses for a specific firm contact. Use this to pull details for a call.
07 Capability
Create contact
Add a new person or company to your firm's contact database. Use this to onboard new clients or vendors.
08 Capability
List activities
View a history of all time entries and expenses, including rates and notes. Use this to audit your billing.

Capability set03 / 06

09—12

4 capabilities in this set.

Part of 23 available through Clio.

09 Capability
Create activity
Log a new time entry or expense against a specific date and duration. It helps track billable work accurately.
10 Capability
List tasks
Review firm-wide to-dos and critical court deadlines. Use this to keep the team on track.
11 Capability
List notes
Pull up case notes, including subjects and dates, for a specific matter. It keeps your history accessible.
12 Capability
Create task
Add a new deadline or filing reminder to a matter or the general firm list. Use this for follow-ups.

Capability set04 / 06

13—16

4 capabilities in this set.

Part of 23 available through Clio.

13 Capability
Create note
Document a strategy decision or research finding directly into a matter's history. This preserves your work.
14 Capability
List bills
Monitor firm revenue and see a list of all outstanding invoices. Use this to keep an eye on cash flow.
15 Capability
Get bill
Retrieve specific line items, totals, and due dates for a single invoice. Perfect for client queries.
16 Capability
List calendar entries
View upcoming events, locations, and linked matters on the firm calendar. Use this to plan your week.

Capability set05 / 06

17—20

4 capabilities in this set.

Part of 23 available through Clio.

17 Capability
List documents
See a list of files, categories, and dates for documents tied to a case. Use this to find specific files.
18 Capability
List practice areas
Get an overview of the different legal categories your firm handles. Useful for firm structure audits.
19 Capability
Search matters
Find a specific case quickly using keywords or partial names. This saves time when you have hundreds of cases.
20 Capability
List matter stages
See where a case stands in its lifecycle, from intake to trial. Use this to track the progress of a matter.

Capability set06 / 06

21—23

3 capabilities in this set.

Part of 23 available through Clio.

21 Capability
List communications
View a history of firm communications including subjects and bodies. Use this to keep track of client interactions.
22 Capability
Get user profile
See the current profile information for the authenticated user. Use this for internal identity checks.
23 Capability
List users
See all internal users and attorneys within your law firm. Use this for team management and workload planning.

Set up in minutes

One URL. Then ask Clio to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Clio from the conversation.

Choose your client

Live preview

Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp

Step 01

Open Connectors

In Claude Web or Claude Desktop, open Settings and choose Connectors.
Step 02

Add the URL

Choose Add custom connector, name it Clio, and paste the URL above.
Step 03

Turn it on in chat

Select +, open Connectors, and enable Clio for the conversation.

ChatGPT · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp

Step 01

Open MCP settings

On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
Step 02

Add the URL

Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Clio URL.
Step 03

Save and start

Save the connection and enable Clio in your conversation. Desktop may ask you to restart once.

Cursor · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "clio": {
      "url": "https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp"
    }
  }
}

Step 01

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
Step 02

Add the server config

Paste the JSON configuration above into the mcp.json file that opens
Step 03

Save the file

Cursor will automatically detect the new Connector
Step 04

Start using Clio

Open Agent mode in chat and ask: "Using Clio, help me...". 23 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "clio": {
      "url": "https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp"
    }
  }
}

Step 01

Create MCP config

Create a .vscode/mcp.json file in your project root
Step 02

Add the server config

Paste the JSON configuration above
Step 03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
Step 04

Start using Clio

Ask Copilot: "Using Clio, help me...". 23 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "clio": {
      "url": "https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp"
    }
  }
}

Step 01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Step 02

Add the server

Paste the JSON configuration above into mcp_config.json
Step 03

Save and reload

Windsurf will detect the new server automatically
Step 04

Start using Clio

Open Cascade and ask: "Using Clio, help me...". 23 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "clio": {
      "url": "https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp"
    }
  }
}

Step 01

Open Cline MCP Settings

Click the Connectors icon in the Cline sidebar panel
Step 02

Add remote server

Click "Add Connector" and paste the configuration above
Step 03

Enable the server

Toggle the server switch to ON
Step 04

Start using Clio

Ask Cline: "Using Clio, help me...". 23 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add clio --transport http "https://edge.vinkius.com/vk_preview_HywW0QPPo5K0g8LvgyAoQsgDcmxhkbbo9qLrcm6g/mcp"

Step 01

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed
Step 02

Add the Connector

Run the command above in your terminal
Step 03

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session
Step 04

Start using Clio

Ask Claude: "Using Clio, show me...". 23 tools are ready

Where the request belongs

Work Clio can move forward.

Built around the request

This is for legal professionals who are tired of manual data entry and jumping between browser tabs to find case notes, deadlines, and billing info.

01

Attorneys

Reviewing matter updates and case history during a discovery phase without opening the dashboard.

02

Legal Assistants

Auditing task lists and verifying contact details for clients during busy afternoons.

03

Practice Managers

Checking billing history and attorney workloads from a single chat interface.

04

Law Firm Ops

Verifying user roles and matter structures for firm-wide audits and organization.

When one Connector is not enough

Combine Clio with the systems that finish the task.

View all recipes

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

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 23 capabilities

Clio

Practice law more efficiently with legal case management, time tracking, billing, and document organization in one system.

02 16 capabilities

MyCase Legal

Manage law practice via MyCase. cases/matters, clients, time tracking, invoices, and calendar through MyCase API.

03 8 capabilities

Actionstep

Run your law practice smarter with case management, document tracking, and client billing all connected to your AI workflow.

04 18 capabilities

LEAP Legal

Manage law practice via LEAP Legal Software. matters, contacts, time tracking, bills, payments, tasks, documents, and calendar.

05 10 capabilities

Lexzur

Manage legal operations with contract lifecycle tracking, matter management, and compliance workflows for corporate legal teams.

06 18 capabilities

PracticePanther

Manage law practice via PracticePanther. matters, contacts, time tracking, bills, payments, tasks, and calendar.

Bring your own AI

Change the model, client or framework. Keep Clio connected.

Before you connect

Questions about Clio.

The practical details behind the request, access and result.

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 capability 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 capability. 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.

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.

One connection away

Give your agent a direct line to Clio.

Connect Clio once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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