Clio MCP server

Read from the package source without running it. The installed server may list more.

• auth_status

  Check whether the connector is authenticated with Clio and when the token expires

• authenticate

  Trigger the Clio OAuth login flow

• complete_task

  Mark a Clio task as complete

• create_activitywrite action

  Create a Clio activity — TimeEntry, ExpenseEntry, HardCostEntry, or SoftCostEntry. For time entries on a matter, prefer log_time_entry.

• create_calendar_entrywrite action

  Create a calendar entry (hearing, deadline, meeting) in Clio

• create_folderwrite action

  Create a folder in Clio under a matter's document root or under an existing folder. Set if_not_exists for bulk work: the check then happens inside this call, so a repeated run cannot create duplicates.

• create_matterwrite action

  Create a new matter in the connected Clio account. Requires numeric IDs: look up client_id via search_contacts, attorney IDs via list_users or get_user.

• create_notewrite action

  Create a note on a matter in Clio

• create_taskwrite action

  Create a task on a matter in Clio

• export_audit_log

  Export audit log entries for bar review and ABA Opinion 512 compliance. Supports filtering by date range and matter. Results are paginated (default 500 per page).

• folder_exists

  Check whether a folder with the given exact name already exists under a matter's document root or under a parent folder. Fully paginates and never relies on parent-type filtering, so it won't false-negative on matters whose document root is itself a Folder node.

• get_billing_summary

  Get a billing summary for a matter — total billed, outstanding balance, and last invoice date

• get_contact

  Get full detail for a single contact by ID

• get_document

  Get metadata and download URL for a single Clio document

• get_matter

  Get full detail for a single matter by ID

• get_user

  Get details for a single Clio user by their user ID

• list_calendar_entries

  List calendar entries in Clio for a given date range

• list_calendars

  List calendars available in Clio — use the returned id as calendar_owner_id when creating entries

• list_custom_fields

  List the custom field definitions configured on this Clio account, with their types and (for picklists) their allowed options. Call this before reading or writing custom fields so you know what exists, what type each field is, and which option IDs a picklist accepts.

• list_documents

  List documents in Clio, filtered by matter or folder

• list_folders

  List folders in Clio, filtered by matter or parent folder

• list_matter_relationships

  List the contacts attached to a matter and the role each one plays (co-counsel, expert, fact witness, opposing counsel, and any other relationship types the firm has configured). The matter's own client is a separate field on the matter and is not returned here.

• list_matters

  List matters from the connected Clio account

• list_notes

  List notes on a matter or contact in Clio. Notes carry the narrative record (intake interviews, call summaries, case history), so this is usually where the detail behind a matter lives. Provide exactly one of matter_id or contact_id.

• list_tasks

  List tasks from Clio with optional filters

• list_time_entries

  List time entries (billable hours) from Clio

• list_users

  List Clio firm users (attorneys and staff) with their IDs. Use this to look up user IDs needed for create_matter (responsible_attorney_id, originating_attorney_id) and other tools.

• log_time_entrywrite action

  Create a new billable (or non-billable) time entry on a Clio matter. Use for time entries only; for expenses, hard costs, or soft costs use create_activity.

• logout

  Log out of Clio (clears local tokens)

• matter_activity_summary

  Activity snapshot for every open matter in one call: last note, last time entry, next calendar entry, open task count, and days since anything happened. Sorted by staleness, so matters with no recent file activity come first. Use this as the cheap first pass of a case-monitoring sweep, then look closely only at what it flags.

• search_contacts

  Search Clio contacts by name, email, or company

• update_matterwrite action

  Update one or more fields on an existing Clio matter

• update_taskwrite action

  Update one or more fields on an existing Clio task

• upload_documentwrite action

  Upload a local file to a Clio matter as a document

• Code scan65 source files scanned; 65 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitystatic API keys via environment variables6/15
• Maintenancelast push 10 days ago15/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year9/10

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, Claude Desktop or Cursor 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 11 days ago (2026-09-10). The latest release is v2.2.0.