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.

Clio MCP Connector for Claude

Manage legal practice and matters via Clio — track cases, monitor contacts, and manage firm tasks directly from any AI agent.

23 tools Official Updated Jun 28, 2026 Official Vinkius Partner

More Details Connect to Claude

Connect your Clio account to any AI agent and take full control of your legal practice management through natural conversation. Streamline how you manage matters, contacts, and billing natively.

What you can do

Matter Oversight — List and retrieve details for all legal matters and cases under your administration natively
Contact Intelligence — Access and monitor all contacts, including people and companies, flawlessly
Task Management — List and review firm tasks and to-dos to keep your practice organized securely
Billing Logistics — Access generated bills and monitor their payment status to manage cash flow flawlessly
Firm Management — List all internal users and attorneys within your law firm flawlessly
Integrated Visibility — Retrieve detailed matter metadata including status and responsible attorneys directly within your workspace flawlessly

How it works

Subscribe to this server
Create a Developer Application in your Clio account (one-time setup, takes about 5 minutes)
Enter your Client ID and Client Secret, then click Connect with Clio to authorize access
Start managing your legal practice from Claude, Cursor, or any MCP-compatible client

Who is this for?

Attorneys — monitor case status and review recent matter updates using natural language
Legal Assistants — audit firm task lists and verify contact details without opening the dashboard
Practice Managers — quickly look up billing history and attorney assignments straight from their chat interface
Law Firm Ops — verify matter structures and monitor user roles

legal-practice-managementcase-managementbillingmatter-trackinglaw-firm-operationscontact-management

23 tools expose this connector's capabilities to your AI agent.

list_matters

Filter by status: open, closed, pending. Includes case number, description, client, and dates. List legal cases/matters

get_matter

Includes client, practice area, responsible attorney, dates, and status. Get case details

list_contacts

List firm contacts

list_activities

Optionally filter by matter. Includes date, hours, rate, notes, and billing status. List time entries and expenses

list_tasks

Filter by matter for case-specific tasks. Critical for tracking court deadlines and firm-wide to-dos. List tasks and deadlines

list_bills

Use to monitor firm revenue and outstanding receivables. List invoices

list_calendar_entries

Includes summary, start/end times, location, and linked matter. List calendar events

list_documents

Filter by matter. Includes filename, category, creation date, and linked matter. List case documents

create_activity

Provide date (YYYY-MM-DD), quantity in seconds, and the type (TimeEntry or ExpenseEntry). Log a time entry or expense

create_task

Optionally link to a matter and set a due date. Use for court deadlines, filing reminders, and internal follow-ups. Create a new task or deadline

list_notes

Optionally filter by matter ID. Includes subject, detail, date, and linked matter. List case notes

create_note

Use for documenting conversations, strategy decisions, or research findings. Add a note to a matter

get_bill

Returns line items, totals, balance, due date, and associated matter. Get invoice details

list_practice_areas

g., Civil Litigation, Corporate, Family Law). Useful for matter categorization and firm structure overview. List practice areas

search_matters

Use for finding specific cases when the user provides a keyword or partial name. Search legal matters by keyword

list_matter_stages

g., Intake, Discovery, Trial, Closed). Used for understanding matter lifecycle. List matter stages

list_communications

Includes subject, body, type, date, and linked matter/contact. List firm communications

get_user_profile

Get current user profile

list_users

Useful for team management and workload distribution. List firm users and attorneys

create_matter

Requires a display number (case reference), description, and client contact ID. The client must exist before creating a matter. Create a new legal matter

search_contacts

Use this tool when looking for a specific person or organization. Search contacts by name or email

get_contact

Returns name, type, email addresses, phone numbers, and physical addresses. Get contact details

create_contact

Provide first and last name for persons. For companies, set type to "Company" and use first_name as the company name. Create a new contact

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.

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