Vinkius

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.

Clio MCP is compatible with Claude Claude
Clio MCP is compatible with ChatGPT ChatGPT
Clio MCP is compatible with Cursor Cursor
Clio MCP is compatible with Gemini Gemini
Clio MCP is compatible with Windsurf Windsurf
Clio MCP is compatible with VS Code VS Code
Clio MCP is compatible with JetBrains JetBrains
Clio MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Reviewing Case Status

List and retrieve details for all legal matters, filtering them by status like open or closed.

Managing Client Relationships

Access and search records for people and organizations to get full contact information.

Tracking Firm Tasks

List all outstanding tasks, deadlines, and court dates across the firm or tied to a specific case.

Handling Billing Logistics

Retrieve detailed invoices, check payment statuses, and log new time entries or expenses.

Documenting History

Review all communications, notes, and documents associated with a specific matter or client.

Waiting for input…

AI Agent
Clio

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 MCP

List 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.

Clio MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Clio integration is available immediately — no restart needed.

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
Start building

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
Clio MCP server cover

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.

VINKIUS INFRASTRUCTURE

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

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.

Built · Hosted · Managed by Vinkius Clio MCP - Manage Legal Matters & Billing
Server ID 019d7573-50e1-7259-a3e0-19c1aa1db069
Vinkius Inspector
Compliance Grade F
Score 3.6/100
Vinkius Inspector Badge — Score 3.6/100

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.