# Clio MCP > 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. ## Overview - **Category:** project-management - **Price:** Free - **Tags:** legal-practice-management, case-management, billing, matter-tracking, law-firm-operations, contact-management ## Description 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. ## Tools ### 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, practice area, dates, and current status. ### 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 firm-wide to-dos. ### 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 creation dates. ### create_activity Logs a new time entry or expense record using a specific date and quantity in seconds. ### create_task Creates a brand-new task or deadline, optionally linking it to a matter and setting a due date. ### list_notes Retrieves all notes associated with a case, showing the subject, detail, and date of the entry. ### 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 overview. ### search_matters Finds specific cases when you provide a keyword or partial name, instead of needing the full case number. ### list_matter_stages Lists all possible life stages for a matter, such as Intake or Trial, helping understand the process flow. ### list_communications Retrieves communications records, including subject and body text, linked to a specific case or contact. ### 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, and an existing client contact ID. ### 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 addresses. ### create_contact Adds a new person or company record to the firm’s contact database using first/last names. ## Prompt Examples **Prompt:** ``` List all my open matters in Clio. ``` **Response:** ``` Retrieving your open matters... I found 5 items: Case #2026-001 (Civil Litigation), #2026-002 (Corporate Setup), and 3 others. Which one would you like to see the details for? ``` **Prompt:** ``` Show me the tasks for the 'City Refurb' matter. ``` **Response:** ``` Checking tasks for City Refurb... I found 3 items: 'File Motion' (Due Today), 'Witness Deposition' (Completed), and 'Review Contract' (Pending). Would you like to update any of these? ``` **Prompt:** ``` Who is the contact for the 'Jones v. Smith' case? ``` **Response:** ``` Retrieving contact for Jones v. Smith... The primary client is Alice Jones. I can provide her email or phone number if needed. ``` ## Capabilities ### 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. ## Use Cases ### 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. ## Benefits - 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. ## How It Works The bottom line is that once connected, your AI agent treats Clio like a native extension of its own conversational memory. 1. Subscribe to this MCP on Vinkius. 2. Create a Developer Application in your Clio account (this takes about five minutes). 3. Enter your Client ID and Secret, then authorize access via the connector to start managing your legal practice. ## 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 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.