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.

Clio MCP Connector for Claude

A+

Practice law more efficiently with legal case management, time tracking, billing, and document organization in one system.

23 tools Official Updated Jun 28, 2026 Official Vinkius Partner

More Details Connect to Claude

Connect your Clio (v4) account to any AI agent and take full control of your legal practice management and firm operations through natural conversation.

What you can do

Matter & Case Orchestration — List and manage legal matters programmatically, monitoring their entire lifecycle from intake to resolution in real-time
Billing & Activity Intelligence — Track billable time and expenses associated with specific matters and retrieve detailed high-fidelity invoice summaries
Relationship CRM — Access complete profiles for individuals and company contacts (clients, counsel) to maintain a perfectly coordinated relationship ecosystem
Communication Architecture — Access logged calls, emails, and firm-wide task lists to ensure high-fidelity oversight of all firm interactions
Regional Flexibility — Connect across multiple data centers (US, CA, EU, AU) using secure OAuth and regional endpoint routing directly through your agent

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 law firm's workload from Claude, Cursor, or any MCP client

No more manual deal logging or digging through complex matter tables in the portal. Your AI acts as your dedicated legal operations specialist and billing coordinator.

Who is this for?

Attorneys & Partners — instantly retrieve case summaries and check billable hour targets using natural language commands
Legal Administrators — monitor firm-wide tasks and manage client contact directories without leaving your communication tools
Legal Tech Developers — integrate automated matter tracking and expense reporting into custom workflows through simple AI queries

case-managementtime-trackinglegal-billingmatter-managementdocument-organizationlaw-firm-operations

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

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

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

get_contact

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

get_matter

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

get_user_profile

Get current user profile

list_activities

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

list_bills

Use to monitor firm revenue and outstanding receivables. List invoices

list_communications

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

list_contacts

List firm contacts

list_matter_stages

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

list_matters

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

list_tasks

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

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_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

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_users

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

search_contacts

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

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