# Clio MCP > 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. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** case-management, time-tracking, legal-billing, matter-management, document-organization, law-firm-operations ## Description 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. ## Tools ### 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 person or company. ### get_matter Fetches complete records for a case, including the client, practice area, responsible attorney, dates, and current status. ### 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 associated cases or contacts. ### 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 lifecycle tracking. ### 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 file. ### list_notes Retrieves all internal notes for a given matter, including the subject and date of documentation. ### create_note Adds new case notes to document conversations, strategy decisions, or research findings on a specific file. ### get_bill Retrieves the full financial details of a single invoice, including line items and due dates. ### 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 structure. ### 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 workload checks. ### search_contacts Searches the contact database by entering a name or email address to find specific people. ## Prompt Examples **Prompt:** ``` List all active legal matters in my Clio account. ``` **Response:** ``` I've retrieved your active matters. You currently have 4 ongoing cases, including 'Estate Planning - John Smith' (ID: m_123) and 'Corporate Acquisition'. Which one should we check activities for? ``` **Prompt:** ``` Create a new company contact 'Acme Legal' in Clio. ``` **Response:** ``` Contact created! Acme Legal has been successfully added to your Clio directory (ID: c_456). They are now available for matter association and billing. Shall I create a new legal case for them? ``` **Prompt:** ``` Show my billable activities and outstanding invoices. ``` **Response:** ``` Retrieving financial overview... You have 15 unbilled activities totaling $2,450.00 and 3 outstanding invoices. Your largest pending bill is for 'Global Tech' (ID: b_789). Would you like the detailed breakdown? ``` ## Capabilities ### 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. ## Use Cases ### Reconciling Quarterly Billing A paralegal needs to verify all time logged for Q2. They ask their agent: 'Show me the billable activity and outstanding invoices for matters associated with Global Tech.' The MCP runs `list_activities` and `list_bills`, giving them a single financial overview. ### Onboarding a New Client An attorney needs to start a new case. They ask the agent: 'Create a matter for Acme Legal, referencing their contact ID.' The MCP first checks `get_contact` and then executes `create_matter`, ensuring all necessary data is linked correctly from the start. ### Preparing for a Court Date A legal administrator needs to review everything about an upcoming trial. They ask the agent to 'List tasks and documents for Matter XYZ.' The MCP executes `list_tasks` and `list_documents`, providing both deadlines and all supporting files. ### Client Outreach Follow-up An attorney wants to write a summary of the last interaction. They ask: 'What were the notes, calls, and calendar entries for John Smith?' The MCP aggregates data from `list_communications`, `list_notes`, and `list_calendar_entries` into one digestible report. ## Benefits - Stop digging through complex matter tables. With the `list_matters` tool, you can get an instant list of all open or closed cases simply by asking your agent. You see what’s active without leaving your chat window. - Cut down on billing reconciliation time. By using `list_activities`, you pull every recorded time entry and expense for a case in one go, making it easy to check billable hour targets before sending an invoice. - Never lose track of client details again. Use the MCP's ability to search contacts so you can instantly find a person’s phone number or address without guessing which folder they live in. - Maintain perfect oversight of firm activity. The agent can pull `list_communications` to show all logged calls and emails for a matter, giving you a single source of truth on client interaction history. - Simplify case file management. Instead of manually browsing the document portal, you ask your agent to list documents for a matter, getting immediate access to files by name and date. ## How It Works The bottom line is you get an automated, conversational layer over your entire Clio database, letting you manage complex tasks without writing any code. 1. Subscribe to this MCP and set up a Developer Application in your Clio account. This initial setup is quick and requires getting your Client ID and Secret. 2. Connect those credentials by clicking 'Connect with Clio' inside your AI client, authorizing the necessary read/write access. 3. Start giving commands: Ask your agent to list all open cases or log a time entry for yesterday. Your MCP executes the action against your live data. ## Frequently Asked Questions **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.