About Clio MCP Server
Clio MCP Server is an MCP server in the Commerce category: clio API Repository CH Legal.
Install
git clone https://github.com/CHLEGAL/clio-mcp-serverThis 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 (19)
clio_complete_taskMark task complete
Parameters not published.
clio_create_calendar_entryCreate calendar entry (deadlines, hearings)
Parameters not published.
clio_create_contactCreate a new contact
Parameters not published.
clio_create_expenseLog a disbursement
Parameters not published.
clio_create_matterCreate a new matter
Parameters not published.
clio_create_taskCreate a task with due date
Parameters not published.
clio_create_time_entryLog time (0.1h increments, with narrative)
Parameters not published.
clio_get_billGet bill details with line items
Parameters not published.
clio_get_contactGet full contact details
Parameters not published.
clio_get_matterGet full matter details by ID
Parameters not published.
Show all 19 tools
clio_list_billsList bills by matter/client/status
Parameters not published.
clio_list_calendar_entriesList upcoming calendar events
Parameters not published.
clio_list_tasksList tasks by matter/user/status
Parameters not published.
clio_list_time_entriesList time entries by matter/user/date
Parameters not published.
clio_list_usersList all firm users
Parameters not published.
clio_search_contactsSearch contacts (clients, companies, counsel)
Parameters not published.
clio_search_documentsSearch documents by matter/keyword
Parameters not published.
clio_search_mattersSearch matters by name/number/client
Parameters not published.
clio_who_am_iCurrent user info
Parameters not published.
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