get_billing_summary
matterid
How to use it
Project documentation lists get_billing_summary for the Clio MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.
FULL CLIO MCP LISTINGOther tools in Clio MCP (25)
Shows whether you are currently authenticated and when your session expires
Opens your browser to Clio's login page and stores your credentials securely
taskid
type, date, matterid, note, quantityinhours, price, nonbillable, nocharge, activitydescriptionid, userid, reference, taxsetting
summary, startat, endat, calendarownerid, description, allday, matterid, location, sendemailnotification, attendeeids
clientid, description, status, opendate, practiceareaid, billable, responsibleattorneyid, originatingattorneyid, clientreference
matterid, subject, body
matterid, name, description, priority (High/Normal/Low), duedate, assigneeid
datefrom, dateto, matterid, limit, offset
contactid
documentid
matterid
userid
from, to
none
matterid, parentid, query, limit, pagetoken
status (open/pending/closed), limit
matterid, status (Pending/Complete/In Progress/In Review/Draft), duedatestart, duedateend, limit
matterid, startdate, enddate, limit
name, subscriptiontype (attorney/nonattorney), enabled, limit
matterid, date, quantityinhours, note, price, nonbillable, nocharge, activitydescriptionid, userid
Clears your stored credentials from this machine
query, limit, pagetoken
taskid, name, description, priority, duedate, status, assigneeid
filepath, matterid, name, contenttype