Clio MCP by usefulapi

Install

Pick the AI app you use, then copy the settings.

Passed 4/4 checks · What you ask goes through the maker’s server (clio.usefulapi.io) · ✓ Commands checked Nov 13, 2026

claude mcp add --transport http --scope user clio https://clio.usefulapi.io/mcp

{
  "mcpServers": {
    "clio": {
      "url": "https://clio.usefulapi.io/mcp"
    }
  }
}

{
  "servers": {
    "clio": {
      "type": "http",
      "url": "https://clio.usefulapi.io/mcp"
    }
  }
}

Which apps can use it

Based on how this server connects and on each app’s own docs, checked Nov 10, 2026.

Connect over the internet in

ClaudeChatGPTGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatOpen WebUIRaycast

All apps, with pros and cons →

What it can do

Tool names and descriptions exactly as the server reported them on Nov 13, 2026. The maker wrote them, not us; we show them as plain text.

• clio_who_am_i

  Fetch the Clio user this access token belongs to — name, email, subscription type, time zone and default_calendar_id (needed to create calendar entries). A cheap way to confirm the token and region are right. Clio: GET /users/who_am_i.json.

• clio_list_users

  List the firm's Clio users (attorneys and staff) — use their ids for responsible attorneys, time entries and task assignees. Clio: GET /users.json.

• clio_list_matters

  Search and list matters (the firm's cases) with their client, practice area, responsible attorney and status. `query` wildcard-matches matter number or description and the client's name; custom_field_id + custom_field_value filter by one of the firm's custom fields (e.g. a court

• clio_get_matter

  Fetch a single matter by id, with its client, practice area, stage, attorneys and custom field values (field_name + value; a picklist value is an option id, see clio_list_custom_fields). Clio: GET /matters/{id}.json.

• clio_list_contacts

  Search and list contacts — clients, prospective clients, companies, opposing parties and co-counsel. `query` wildcard-matches name, email, phone, address and more; custom_field_id + custom_field_value filter by one of the firm's custom fields. Clio: GET /contacts.json.

• clio_get_contact

  Fetch a single contact by id with all email addresses, phone numbers, postal addresses, web sites and custom field values (field_name + value; a picklist value is an option id, see clio_list_custom_fields). Clio: GET /contacts/{id}.json.

• clio_list_activities

  List activities — time entries, expense entries and fixed fees — with hours, rate, total and billing status. Filter by matter, user, type, status or date range. `quantity` is in seconds; `quantity_in_hours` is hours. Clio: GET /activities.json.

• clio_list_tasks

  List tasks with status, priority, due date, matter and assignee. Filter by matter, assignee, status, priority or a due-date range — e.g. what is due this week. Clio: GET /tasks.json.

• clio_list_calendar_entries

  List calendar entries (hearings, meetings, deadlines) in a time window, optionally for one matter or calendar. Set expanded=true to get each occurrence of recurring events. Clio: GET /calendar_entries.json.

• clio_list_bills

  List bills (invoices) with state, totals, amount due and dates. Filter by client, matter, state, overdue, or issue/due date. Clio: GET /bills.json.

• clio_get_bill

  Fetch a single bill by id with its state, totals, balance, client and matters. Clio: GET /bills/{id}.json.

• clio_list_documents

  List documents (metadata only: name, file name, type, size, category, dates) for a matter, a contact or a folder, or search them by name. Clio: GET /documents.json.

• clio_list_notes

  List notes on a matter or a contact, with subject, body, date and author. Clio requires type; narrow to one matter or contact with matter_id or contact_id. Clio: GET /notes.json.

• clio_list_custom_fields

  List the firm's custom fields for matters or contacts — name, type, whether required, and the options of picklist fields (option id + text). Use the ids to filter clio_list_matters / clio_list_contacts and to read the values that clio_get_matter / clio_get_contact return. Clio: G

• clio_list_communications

  List logged communications — phone calls and emails recorded on matters — with subject, body, date, senders and receivers. Filter by matter, contact, user, type or date range, or search subject and body. Clio: GET /communications.json.

• clio_create_contact

  WRITE: Create a contact — a person (give first_name and/or last_name) or a company (give name) — optionally with an email address and phone number. Clio: POST /contacts.json.

• clio_create_matter

  WRITE: Open a new matter for an existing client contact. Requires the client's contact id and a description. Clio: POST /matters.json.

• clio_create_time_entry

  WRITE: Record billable (or non-billable) time on a matter. Give hours as a decimal (1.5 = 90 minutes); it is sent to Clio as seconds. If price (hourly rate) is omitted Clio applies the firm's rate hierarchy; if user_id is omitted it records for the token's user. Clio: POST /activ

• clio_create_task

  WRITE: Create a task and assign it to a firm user or a contact, optionally on a matter with a due date and priority. Clio: POST /tasks.json.

• clio_update_task

  WRITE: Update a task — mark it complete, change its status, due date, priority, name or description, or reassign it. Only the fields given are changed. Clio: PATCH /tasks/{id}.json.

• clio_create_note

  WRITE: Add a note to a matter (type Matter + matter_id) or to a contact (type Contact + contact_id). Clio: POST /notes.json.

• clio_log_communication

  WRITE: Record a phone call or an email on Clio's communication log, optionally on a matter, with who it was from and to. This only records it: Clio sends nothing. To bill the time, also use clio_create_time_entry. Clio: POST /communications.json.

• clio_create_calendar_entry

  WRITE: Put an event on a Clio calendar — a hearing, meeting or deadline — optionally linked to a matter. calendar_id is the calendar to put it on (the token user's own is default_calendar_id from clio_who_am_i). Clio: POST /calendar_entries.json.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 14, 2026

• ✓ Pass

  Maker matches the repo

  The registry name was verified against the domain usefulapi.io (the registry checks domain ownership)

• ✓ Pass

  Still maintained

  Code last changed yesterday

• – Not applicable

  Has a licence

  Not applicable: a cloud server run by the owner of usefulapi.io; you don't run code from the repo

• ✓ Pass

  Endpoint responds

  Responded in 154 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✓ Pass

  No hidden instructions in tool descriptions

  Read 23 tool descriptions and found no hidden instructions to the AI

User reviews

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Compared with others in Docs, sheets & office worki

• More stars than 0% of the other 3879 servers in this category
• Published to the registry more recently than 96% of the other 3879 servers in this category
• Basic checks equal to or better than 100% of the other 3879 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

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Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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README from the maker

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