Clio MCP server
Connect Claude to Clio (37 tools), and export a whole Clio account, documents included.
not scanned yet
26 stars290 downloads/wk
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If you have run it, two minutes of your experience saves the next person an afternoon.
Clio tools
No tool declarations could be read from the package source. They show once the server is installed.
How Clio compares
Against every graded MCP server, from our own scans and uptime checks. Updated after each scan run.
- Safety score
- 85/100
- higher than 70% of 48,243 servers
- GitHub stars
- 26
- more than 91% of 28,706 servers
- Downloads a week
- 290
- more than 80% of 12,306 servers with a package
Release history: 2 versions in the registry since 2026-09-02, latest 2026-11-03, typically one every 62 days.
Install Clio in Claude Code, Cursor or VS Code
Runs npx -y @oktopeak/clio-mcp on your machine. Read the scan report first; the gateway never runs local packages.
claude mcp add clio-mcp -- npx -y @oktopeak/clio-mcp
What the publisher says
From the Clio repository's README, as published. We do not edit it. Read it on GitHub
Clio MCP Server: Connect Claude to Clio Practice Management
### Built by Oktopeak: AI transformation & automation for law firms
Digital transformation for legal and healthcare businesses. We build AI integrations, workflow automation, and custom software your firm owns outright, including this connector. → Book a 30-min call
Open-source Model Context Protocol (MCP) connector that lets Claude read live data from Clio (matters, custom fields, notes, contacts, documents, folders, tasks, calendar, and billing) without copying client information into chat windows. Built for law firms that care about attorney-client privilege, ABA Opinion 512 compliance, and keeping AI workflows inside their existing practice management stack.
TL;DR: 36 Clio tools exposed to Claude across stdio and HTTP/SSE transports. Audit-logged for ABA Opinion 512. OAuth tokens encrypted at rest with AES-256-GCM. Local-only by default: you register your own Clio developer app, and no relay server sits in between. A separate one-click "listed" variant for the Clio App Directory uses a minimal login-only broker instead, see Listed / one-click install variant. MIT license, free forever.
Who this is for: Law firm IT, legal operations teams, tech-forward partners, and engineers at legal tech companies. If you can follow a five-step terminal install, you can use this.
[!TIP]
Not a developer? You don't need to be.
The README below assumes someone comfortable editing a JSON config file. If that's not you or your team, we deploy this for law firms: scoped credentials, audit log wired in, one custom workflow, training. A simpler one-command installer is also planned for v0.2.
→ See Guided MCP Setup, or book a 30-min call
Jump to: Demo · Setup · Available tools · Security & compliance · Need it deployed for you?
Demo
Watch Claude pull live data from Clio in under a minute (matters, contacts, tasks) without copying client information into chat.
▶ Watch the 60-second demo on YouTube
Setup tips + ABA Opinion 512 compliance updates for firms building with Claude + Clio.
→ Subscribe to Oktopeak Builder Notes. Short emails, easy unsubscribe.
Upgrading to 2.2.0
If you installed before September 2026 you are on 2.0.1, and there is one reason to upgrade that is worth stating plainly rather than burying in a changelog.
2.0.1 writes client data to its audit log. Contact search queries, note subjects, matter descriptions and custom field values were all recorded verbatim in ~/.clio-mcp/audit.log. The log is a plain file that nothing rotates. In 2.2.0 audit entries carry ids, counts, dates and page tokens only, enforced by an allowlist rather than a denylist, with a test that fails if any tool ever starts logging content again.
npm install -g @oktopeak/clio-mcp@2.2.0 # or just restart Claude Desktop if you use npxShortened. The full README is on GitHub.
Nothing above is checked by us. What we check is on the safety report.
Clio: common questions
- Is Clio MCP server safe?
- Yes, by our scan: it is graded A (85/100). Read the Clio safety report
- How do I install Clio?
- It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
- Does Clio need an API key?
- Yes. The registry entry asks for
CLIO_CLIENT_SECRET,ENCRYPTION_KEY. - Is Clio maintained?
- The last commit was 17 days ago (2026-10-19). The latest release is v2.5.0.
- How does Clio compare with other MCP servers?
- safety score 85/100 (higher than 70% of 48,243 servers); github stars 26 (more than 91% of 28,706 servers); downloads a week 290 (more than 80% of 12,306 servers with a package). Full comparison.