How do I connect Clio MCP Server to Claude?

The project does not publish a launch command that MCPVault could verify. Open the repository linked on this page for its install steps; the listing names Claude Desktop as compatible clients.

Is Clio MCP Server free?

The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.

What can Clio MCP Server do?

Clio MCP Server documents 26 tools to the agent, including auth_status, authenticate, complete_task. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.

Clio MCP

Unclaimed

by oktopeak

Open-source MCP server connecting Claude to Clio practice management. Built by Oktopeak.

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This server needs project-specific setup. Follow the project instructions; no reusable public launch command is available yet.

Project instructions

cliolegal-techlegaltechmcpmcp-serveranthropicclaudelaw-firm-softwarelegal-ailegal-automation

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Security profile

Claimed and verified servers get a weekly static scan that shows what the code can reach: external services, environment variables, shell commands, agent configuration folders, plus any dependencies with known advisories. Claim this listing to get one. How the security profile works

26 of 26 tools

Documented tools (26)

From project documentation. A server handshake does not verify each tool’s description or behavior.

auth_status

Shows whether you are currently authenticated and when your session expires

authenticate

Opens your browser to Clio's login page and stores your credentials securely

complete_task

taskid

create_activity

type, date, matterid, note, quantityinhours, price, nonbillable, nocharge, activitydescriptionid, userid, reference, taxsetting

create_calendar_entry

summary, startat, endat, calendarownerid, description, allday, matterid, location, sendemailnotification, attendeeids

create_matter

clientid, description, status, opendate, practiceareaid, billable, responsibleattorneyid, originatingattorneyid, clientreference

create_note

matterid, subject, body

create_task

matterid, name, description, priority (High/Normal/Low), duedate, assigneeid

export_audit_log

datefrom, dateto, matterid, limit, offset

get_billing_summary

matterid

get_contact

contactid

get_document

documentid

get_matter

matterid

get_user

userid

list_calendar_entries

from, to

list_calendars

none

list_documents

matterid, parentid, query, limit, pagetoken

list_matters

status (open/pending/closed), limit

list_tasks

matterid, status (Pending/Complete/In Progress/In Review/Draft), duedatestart, duedateend, limit

list_time_entries

matterid, startdate, enddate, limit

list_users

name, subscriptiontype (attorney/nonattorney), enabled, limit

log_time_entry

matterid, date, quantityinhours, note, price, nonbillable, nocharge, activitydescriptionid, userid

logout

Clears your stored credentials from this machine

search_contacts

query, limit, pagetoken

update_task

taskid, name, description, priority, duedate, status, assigneeid

upload_document

filepath, matterid, name, contenttype

Tool change history

Compared across complete checks of the same configuration. Tools were listed, not invoked. Input-schema changes are not measured here.

No complete tool checks yet.

FAQ

Questions about Clio MCP Server

How do I connect Clio MCP Server to Claude?: The project does not publish a launch command that MCPVault could verify. Open the repository linked on this page for its install steps; the listing names Claude Desktop as compatible clients.
Is Clio MCP Server free?: The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.
What can Clio MCP Server do?: Clio MCP Server documents 26 tools to the agent, including auth_status, authenticate, complete_task. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.