Clio MCP

Open-source Model Context Protocol (MCP) connector that lets Claude read live data from Clio - matters, contacts, documents, 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. Its 26 documented tools cover task, matter, document, calendar.

People connecting automation tools to Claude, Cursor, VS Code, or another MCP client. The project is written in TypeScript.

VERIFIED ACTIVE

LAST COMMIT 2026-08-07 · ★ 21 · #82 OF 194 MAINTAINED AUTOMATION · VERIFIED 2026-08-25

MIT · TypeScript servers · how we verify → /methodology

01 · Install Clio MCP

before you install - you'll need

Set CLIO_CLIENT_ID, CLIO_CLIENT_SECRET before connecting.

Claude Code

claude mcp add oktopeak-clio-mcp -- npx -y @oktopeak/clio-mcp

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "oktopeak-clio-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/clio-mcp"
      ]
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as local process (stdio) - runs on your machine with your user's permissions

license MIT - declared in the repository

npm package @oktopeak/clio-mcp - published under the repo owner's npm scope (@oktopeak)

registry namespace io.github.oktopeak is GitHub-verified and matches the repo owner

03 · What Clio MCP can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

What you can build

With this server connected, an agent can open your browser to Clio's login page and stores your credentials securely, and query, limit, page_token.

Capability map

Tools grouped from the project's README - what Clio MCP lets an agent do.

read & search

10 tools - e.g. status (open/pending/closed), limit; query, limit, page_token; contact_id

list_matters · search_contacts · get_contact · list_documents · list_tasks · list_calendars…

Task

3 tools - e.g. matter_id, name, description, priority (High/Normal/Low), due_date, assignee_id; task_id, name, description, priority, due_date, status, assignee_id; task_id

create_task · update_task · complete_task

auth & access

2 tools - e.g. Opens your browser to Clio's login page and stores your credentials securely; Shows whether you are currently authenticated and when your session expires

authenticate · auth_status

Matter

2 tools - e.g. matter_id; client_id, description, status, open_date, practice_area_id, billable, responsible_attorney_id, originating_attorney_id, client_reference

get_matter · create_matter

Document

2 tools - e.g. document_id; file_path, matter_id, name, content_type

get_document · upload_document

Calendar

2 tools - e.g. from, to; summary, start_at, end_at, calendar_owner_id, description, all_day, matter_id, location, send_email_notification, attendee_ids

list_calendar_entries · create_calendar_entry

create & write

2 tools - e.g. type, date, matter_id, note, quantity_in_hours, price, non_billable, no_charge, activity_description_id, user_id, reference, tax_setting; matter_id, subject, body

create_activity · create_note

Logout

1 tool - e.g. Clears your stored credentials from this machine

logout

Latest releases

v2.0.0 · 2026-05-23

First release since v1.0.1. Consolidates 10 feature PRs into one major version. Breaking change: the transport default changes from stdio to HTTP/SSE. · What's new · New tools (6) · create_matter - register a new…

04 · Who maintains Clio MCP

clio-mcp is maintained by oktopeak. We track 5 MCP servers from oktopeak - 5 actively maintained, 25 combined GitHub stars, oldest repo from Apr 2026. Full record: all servers from oktopeak.

mycase-mcp Connect Claude to MyCase: cases, contacts, documents, tasks, calendar, calls, time, billing, staff. ★ 3

05 · Facts

repository: github.com/oktopeak/clio-mcp
category: automation - ranked #82 of 194 actively-maintained automation servers as of 2026-08-25.
registry: io.github.oktopeak/clio-mcp (active, first published 2026-04-27 · 2 versions)
packages: npm:@oktopeak/clio-mcp

06 · Clio MCP FAQ

Is Clio MCP still maintained?

Yes - as of 2026-08-25, its last commit was 2026-08-07. We re-verify nightly.

What can Clio MCP do?

With this server connected, an agent can open your browser to Clio's login page and stores your credentials securely, and query, limit, page_token.

How do I install Clio MCP?

Run `npx -y @oktopeak/clio-mcp`. The README documents 2 environment variables (CLIO_CLIENT_ID, CLIO_CLIENT_SECRET) to set first. Set CLIO_CLIENT_ID, CLIO_CLIENT_SECRET before connecting. You can also paste the ready-made client config above.

Does Clio MCP run locally?

Yes - it's a stdio server: it runs on your machine (via npx) with your user's permissions. Your data stays local unless the server itself calls external APIs.

07 · Alternatives to Clio MCP

Alternatives to Clio MCP

Maintained automation servers if Clio MCP isn't the fit.

More automation MCP servers · Mycase MCP · Omni Signal · Gretl MCP · Stats Compass · Open Agreements

More TypeScript MCP servers · Singapore MCP by Olano · Composer · WAKE Protocol · Omophub MCP · see all