Vinkius

Clio MCP for AI Agents. Manage cases and billing from natural conversation.

Clio MCP connects your AI client directly to your legal practice management system, letting you run complex operations using natural conversation. You can manage entire case lifecycles, track billable time and expenses against specific matters, and keep a current record of all firm communications without touching the Clio dashboard. It's full control over your law firm's data, right from your agent.

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

Manage and Locate Cases

List, search, and retrieve details for legal matters, tracking their full lifecycle from intake through resolution.

Track Time and Expenses

Log new billable time entries or record expenses, linking them to specific cases for accurate billing records.

Handle Contacts and Clients

Search the directory to find contact information, or create entirely new profiles for individuals and companies.

Review Financials and Billing

Pull comprehensive reports on outstanding invoices, billable activity totals, and general firm revenue status.

Audit Firm Communications

Access a centralized log of all calls, emails, tasks, and notes associated with clients or matters.

Waiting for input…

AI Agent
Clio

What AI agents can do with Clio: 23 Tools for Law Firm Operations

These tools give you granular control over every aspect of your legal practice—from logging a single phone call to generating full financial reports.

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

Create Contact

Adds a new person or company profile to your firm’s contact directory.

Create Matter

Initializes a brand-new legal case, linking it to an existing client contact.

Get Contact

Retrieves full details—names, emails, addresses, and phone numbers—for any specific...

Get Matter

Fetches complete records for a case, including the client, practice area...

Get User Profile

Retrieves basic information about the user currently logged into the Clio account.

List Activities

Lists all time entries and expenses, optionally filtering by a specific case number or date range.

List Bills

Provides an overview of outstanding invoices to help monitor the firm’s revenue stream.

List Communications

Retrieves a history of all logged calls and emails, showing subjects, dates, and...

List Contacts

Provides a full list view of every contact recorded in the firm's directory.

List Matter Stages

Shows the standard stages a case goes through (Intake, Discovery, Trial, Closed) for...

List Matters

Lists all legal cases and matters, allowing filtering by status like open or closed.

List Tasks

Pulls a list of upcoming deadlines and tasks, which is critical for managing court dates and internal to-dos.

Create Activity

Logs either a new time entry or a recorded expense with a specific date and quantity.

Create Task

Creates a reminder, deadline, or follow-up task, optionally linking it to a case...

List Notes

Retrieves all internal notes for a given matter, including the subject and date of...

Create Note

Adds new case notes to document conversations, strategy decisions, or research...

Get Bill

Retrieves the full financial details of a single invoice, including line items and...

List Calendar Entries

Lists all scheduled appointments and meetings linked to specific cases or contacts.

List Documents

Finds and lists every document file associated with a given case matter, including the creation date.

List Practice Areas

Lists all recognized practice areas (e.g., Corporate, Family Law) to understand firm...

Search Matters

Finds specific legal matters by using a keyword or partial name search.

List Users

Provides a roster of all users and attorneys associated with the firm account for...

Search Contacts

Searches the contact database by entering a name or email address to find specific...

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 manual process of tracking legal case finances is brutal. Solved with Vinkius AI Gateway

Right now, checking a client's financial status means jumping between the 'Matter View,' downloading activity logs, cross-referencing those against billing sheets to spot unbilled time, and then manually running reports for outstanding invoices. It’s an exhausting cycle of clicks, downloads, and copy-pasting figures into spreadsheets.

With this MCP, you just ask your agent what the financial status is. The system automatically pulls together data from activity logs, pending bills, and open matters. You get a single, conversational summary that tells you exactly where the revenue gaps are.

Get full control of case file records with Clio MCP.

Manual oversight requires opening separate tabs for every piece of information: one tab for communications, another for tasks, and yet a third for documents. You have to remember which matter ID belongs where, leading to data silos that slow down your whole team.

Now, you ask the agent to pull all related items—whether it’s notes from `create_note` or files from `list_documents`—and it aggregates everything into one clean response. You're done jumping around; you just talk.

What your AI can actually do with this

This MCP lets you take charge of complex legal operations using only natural language. Imagine asking your AI client to pull together a summary of all outstanding invoices for Global Tech and cross-reference that with the last five communications logged on their account. It handles it. You don't have to navigate multiple tabs or manually export data sets just to get an overview.

The system acts like a dedicated legal operations specialist, managing everything from initial case setup to final billing reconciliation.

It maintains full visibility over your firm’s entire scope: you can list all active matters, check the status of tasks, and even access client contact details so you always know who's involved. This functionality is housed within the Vinkius catalog, making it easy to connect this power to any MCP-compatible client like Claude or Cursor.

You simply talk through your needs—like logging a new time entry for a specific case or finding all documents associated with an old matter number—and the system executes the necessary actions automatically.

Built · Hosted · Managed by Vinkius Clio MCP - Manage Legal Cases & Billing
Server ID 019dd0d0-a3a0-71aa-8c87-4272e66aabcc
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

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 create new legal cases via AI? +

Yes! The create_matter tool allows the agent to register new legal cases by providing a display number, description, and client ID.

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.