Clio Mcp
Connects Claude Desktop to Clio's practice management API with 26 tools spanning matters, contacts, tasks, calendar, documents, and billing. Built specifically for law firms that need to keep client data out of chat windows while still querying live case information. Ships with AES-256-GCM encrypted token storage, append-only audit logs for ABA Opinion 512 compliance, and OAuth 2.0 flow. All traffic stays local between your machine and Clio's servers with no relay service. Supports both stdio and SSE transports. Useful if you're already running Clio and want Claude to pull matter details, check task lists, or look up contact information without copy-pasting privileged data into prompts.
- GitHub stars
- 27
- tools
- 37
- auth
- Secret needed
- transport
- STDIO
- env vars
- 10
- last updated
- Nov 3, 2026
Tools
37 toolsPublic tool metadata for what this MCP can expose to an agent.
authenticateOpens your browser to Clio's login page and stores your credentials securely
Opens your browser to Clio's login page and stores your credentials securely
No parameter schema in public metadata yet.
auth_statusShows whether you are currently authenticated and when your session expires
Shows whether you are currently authenticated and when your session expires
No parameter schema in public metadata yet.
logoutClears your stored credentials from this machine
Clears your stored credentials from this machine
No parameter schema in public metadata yet.
list_mattersLists matters with optional status filter, including custom field values; returns a paginated envelope with total_count, has_more, and next_page_token
Lists matters with optional status filter, including custom field values; returns a paginated envelope with total_count, has_more, and next_page_token
No parameter schema in public metadata yet.
get_matterReturns full detail for a specific matter, including its Maildrop forwarding address and custom field values
Returns full detail for a specific matter, including its Maildrop forwarding address and custom field values
No parameter schema in public metadata yet.
create_matterCreates a new matter; status defaults to Open, billable defaults to true
Creates a new matter; status defaults to Open, billable defaults to true
No parameter schema in public metadata yet.
update_matterUpdates one or more fields on an existing matter, including its stage and custom field values
Updates one or more fields on an existing matter, including its stage and custom field values
No parameter schema in public metadata yet.
list_custom_fieldsLists the account's custom field definitions with their types, and for picklist fields their allowed options. Call this before reading or writing custom fields
Lists the account's custom field definitions with their types, and for picklist fields their allowed options. Call this before reading or writing custom fields
No parameter schema in public metadata yet.
create_custom_fieldCreates a new custom field definition. Use the returned id as custom_field_id in create_matter / update_matter to set its value
Creates a new custom field definition. Use the returned id as custom_field_id in create_matter / update_matter to set its value
No parameter schema in public metadata yet.
list_matter_stagesLists the account's matter stages grouped by practice area and in pipeline order. Call this before setting matter_stage_id
Lists the account's matter stages grouped by practice area and in pipeline order. Call this before setting matter_stage_id
No parameter schema in public metadata yet.
search_contactsSearches contacts by name, email, or company; returns a paginated envelope with total_count, has_more, and next_page_token
Searches contacts by name, email, or company; returns a paginated envelope with total_count, has_more, and next_page_token
No parameter schema in public metadata yet.
get_contactReturns full detail for a specific contact including all emails, phone numbers, addresses, and custom field values
Returns full detail for a specific contact including all emails, phone numbers, addresses, and custom field values
No parameter schema in public metadata yet.
list_matter_relationshipsLists the contacts attached to a matter and the role each plays (co-counsel, expert, fact witness, opposing counsel)
Lists the contacts attached to a matter and the role each plays (co-counsel, expert, fact witness, opposing counsel)
No parameter schema in public metadata yet.
list_documentsLists or full-text searches documents; at least one of matter_id, parent_id, or query is required
Lists or full-text searches documents; at least one of matter_id, parent_id, or query is required
No parameter schema in public metadata yet.
get_documentReturns document metadata and a direct download URL
Returns document metadata and a direct download URL
No parameter schema in public metadata yet.
upload_documentUploads a local file to a matter using Clio's multipart S3 upload flow
Uploads a local file to a matter using Clio's multipart S3 upload flow
No parameter schema in public metadata yet.
list_foldersLists or full-text searches folders; at least one of matter_id, parent_id, or query is required
Lists or full-text searches folders; at least one of matter_id, parent_id, or query is required
No parameter schema in public metadata yet.
folder_existsChecks whether a folder with the given exact name already exists
Checks whether a folder with the given exact name already exists
No parameter schema in public metadata yet.
create_folderCreates a folder at a matter's document root or under an existing folder; call folder_exists first to avoid duplicates
Creates a folder at a matter's document root or under an existing folder; call folder_exists first to avoid duplicates
No parameter schema in public metadata yet.
list_tasksLists tasks with optional filters
Lists tasks with optional filters
No parameter schema in public metadata yet.
create_taskCreates a task on a matter; priority defaults to Normal
Creates a task on a matter; priority defaults to Normal
No parameter schema in public metadata yet.
update_taskUpdates one or more fields on an existing task
Updates one or more fields on an existing task
No parameter schema in public metadata yet.
complete_taskMarks a task as complete
Marks a task as complete
No parameter schema in public metadata yet.
list_calendarsLists calendars the user can write to; use the returned id as calendar_owner_id when creating entries
Lists calendars the user can write to; use the returned id as calendar_owner_id when creating entries
No parameter schema in public metadata yet.
list_calendar_entriesLists calendar entries within a date range; returns a paginated envelope with total_count, has_more, and next_page_token
Lists calendar entries within a date range; returns a paginated envelope with total_count, has_more, and next_page_token
No parameter schema in public metadata yet.
create_calendar_entryCreates a calendar entry (hearing, deadline, meeting); start_at/end_at accept date or datetime
Creates a calendar entry (hearing, deadline, meeting); start_at/end_at accept date or datetime
No parameter schema in public metadata yet.
list_time_entriesLists billable time entries with optional filters; returns a paginated envelope with total_count, has_more, and next_page_token
Lists billable time entries with optional filters; returns a paginated envelope with total_count, has_more, and next_page_token
No parameter schema in public metadata yet.
list_expensesLists expenses (default ExpenseEntry; HardCostEntry / SoftCostEntry on request) with amount, quantity and category; same paginated envelope
Lists expenses (default ExpenseEntry; HardCostEntry / SoftCostEntry on request) with amount, quantity and category; same paginated envelope
No parameter schema in public metadata yet.
log_time_entryCreates a new billable (or non-billable) time entry on a matter
Creates a new billable (or non-billable) time entry on a matter
No parameter schema in public metadata yet.
create_activityCreates any Clio activity type: TimeEntry, ExpenseEntry, HardCostEntry, or SoftCostEntry
Creates any Clio activity type: TimeEntry, ExpenseEntry, HardCostEntry, or SoftCostEntry
No parameter schema in public metadata yet.
get_billing_summaryReturns total billed, outstanding balance, and last invoice date for a matter
Returns total billed, outstanding balance, and last invoice date for a matter
No parameter schema in public metadata yet.
create_noteCreates a note on a matter; appears in Clio's matter timeline
Creates a note on a matter; appears in Clio's matter timeline
No parameter schema in public metadata yet.
list_notesLists notes with subject, author, the note's own date, and the body as plain text
Lists notes with subject, author, the note's own date, and the body as plain text
No parameter schema in public metadata yet.
matter_activity_summaryLast note, last time entry, next calendar entry, open task count and days since anything happened, for every open matter in one call, quietest first
Last note, last time entry, next calendar entry, open task count and days since anything happened, for every open matter in one call, quietest first
No parameter schema in public metadata yet.
list_usersLists firm users with their IDs; returns a paginated envelope with total_count, has_more, and next_page_token
Lists firm users with their IDs; returns a paginated envelope with total_count, has_more, and next_page_token
No parameter schema in public metadata yet.
get_userReturns detail for a single user by ID
Returns detail for a single user by ID
No parameter schema in public metadata yet.
export_audit_logExports audit-log entries for bar review and ABA Opinion 512 compliance. Filterable by date range and matter, paginated
Exports audit-log entries for bar review and ABA Opinion 512 compliance. Filterable by date range and matter, paginated
No parameter schema in public metadata yet.
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CLIO_CLIENT_ID*Client ID from your Clio developer application (Settings → Developer Applications)
CLIO_CLIENT_SECRET*secretClient Secret from your Clio developer application
ENCRYPTION_KEYsecretOptional. Leave unset to auto-generate a key stored in the OS keychain (or ~/.clio-mcp/key.hex as fallback on headless Linux/WSL2). If set, must be a 64-character hex string — it will be migrated to the OS keychain on first use.
CLIO_REDIRECT_PORTLocal port for the OAuth callback listener (default: 5678). Change if 5678 is in use.
CLIO_REGIONClio data region: 'us' (default, app.clio.com), 'eu' (eu.app.clio.com), 'au' (au.app.clio.com), or 'ca' (ca.app.clio.com). Controls the API and OAuth base URLs. Fixed at Clio account creation; must match the server your firm logs in to. Any other value stops startup.
READ_ONLYOptional. 'true', '1' or 'yes' leaves the twelve write tools (create_matter, create_custom_field, create_note, create_task, update_task, complete_task, create_calendar_entry, log_time_entry, create_activity, update_matter, create_folder, upload_document) unregistered so Claude ca
CLIO_API_BASEAdvanced override for the Clio API base URL (e.g. https://eu.app.clio.com/api/v4). Takes precedence over CLIO_REGION.
CLIO_AUTH_URLOverride the OAuth authorization endpoint (e.g. https://eu.app.clio.com/oauth/authorize).
CLIO_TOKEN_URLOverride the OAuth token endpoint (e.g. https://eu.app.clio.com/oauth/token).
TOKEN_BROKER_URL*URL of Oktopeak's hosted token broker for the Clio App Directory listed install. Do not set CLIO_CLIENT_ID/CLIO_CLIENT_SECRET alongside this — the shared app's secret lives only on the broker, never on this machine.
Readme
Clio MCP Server: Connect Claude to Clio Practice Management
Built by Oktopeak: AI transformation & automation for law firms
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Connect Claude to Clio for the whole law firm, 24-second video
Twenty-six seconds on what the connector does for a whole firm: runs in your own cloud, each person signs in with their own Clio login, one audit log, one automation built each month, $300 a month flat. Watch it.
Details
- Repository
- github.com/oktopeak/clio-mcp
- Website
- oktopeak.com/clio-mcp
- Package
@oktopeak/clio-mcp- Transport
- STDIO
- Auth
- Required
- Registry
- MCP registry, active