clio-mcp-server

A read-only MCP (Model Context Protocol) server that provides AI assistants with access to the Clio legal practice management API.

Features

• Matters — list and view matters
• Activities — view time entries and expense entries
• Tasks — view tasks with assignments and due dates
• Communications — view emails, phone calls, and other communications
• Built-in OAuth 2.0 setup flow with automatic token refresh
• Read-only — no data is created, modified, or deleted

Prerequisites

1. A Clio account
2. A Clio Developer Application — create one at the Clio Developer Portal
   • Set a redirect URI to http://127.0.0.1:3456/callback
3. Node.js >= 18

Setup

Run the interactive setup to authenticate with Clio:

npx clio-mcp-server setup

This will:

1. Prompt for your Clio application key and secret
2. Open your browser to authorize with Clio
3. Store credentials securely in ~/.clio-mcp/credentials.json

Usage with MCP Clients

Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "clio": {
      "command": "npx",
      "args": ["-y", "clio-mcp-server"]
    }
  }
}

Cursor

Add to your MCP settings:

{
  "mcpServers": {
    "clio": {
      "command": "npx",
      "args": ["-y", "clio-mcp-server"]
    }
  }
}

Available Tools

Matters

| Tool | Description | |------|-------------| | list_matters | List/search matters with filters for status, client, and search query | | get_matter | Get a single matter by ID |

Activities

| Tool | Description | |------|-------------| | list_activities | List time/expense entries with filters for matter, user, type, and date range | | get_activity | Get a single activity by ID |

Tasks

| Tool | Description | |------|-------------| | list_tasks | List tasks with filters for matter, assignee, and status | | get_task | Get a single task by ID |

Communications

| Tool | Description | |------|-------------| | list_communications | List emails and phone calls with filters for matter, type, and date range | | get_communication | Get a single communication by ID |

Development

git clone https://github.com/ethanheld/clio-mcp-server.git
cd clio-mcp-server
npm install
npm run build

Test with the MCP Inspector:

npx @modelcontextprotocol/inspector node dist/cli.js

License

MIT