About Clio MCP
Clio MCP is an MCP server in the Communication category: local MCP server for Claude to work in Clio Manage.
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Install
git clone https://github.com/lawyered0/clio-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (10)
clio_api_requestGeneric v4 API escape hatch
Parameters not published.
clio_create_company_contactCreate entity client (Inc., LLC, etc.)
Parameters not published.
clio_create_flat_fee_activityAdd a billable line item (add-on expense, not the primary flat fee)
Parameters not published.
clio_create_matterCreate matter, optional flat-fee setup via `flat_rate_amount`
Parameters not published.
clio_create_person_contactCreate individual client
Parameters not published.
clio_delete_contactCleanup test data
Parameters not published.
clio_delete_matterCleanup test data
Parameters not published.
clio_find_contactSearch by name and/or email
Parameters not published.
clio_find_matterSearch by display_number, query, or client_id
Parameters not published.
clio_who_am_iAuth check — confirm credentials work
Parameters not published.
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