Clio MCP by usefulapi

Clio MCP by usefulapi

Work with your firm's Clio Manage data from Claude, Cursor, or any MCP client — look up matters, contacts, time and expense entries, tasks, calendar entries, bills, document details (names and metadata, never file contents) and notes; create contacts, matters, time entries, tasks, notes and calendar entries and update tasks. It never deletes anything, changes a bill or touches payments or trust accounts. Hosted, no local install: connect with your Clio account over OAuth.

Live endpoint: https://clio.usefulapi.io/mcp · Homepage: https://usefulapi.io/clio

Connect

• Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://clio.usefulapi.io/mcp.
• Claude Code: claude mcp add --transport http clio https://clio.usefulapi.io/mcp, then run /mcp to log in.
• VS Code: Add to VS Code.
• Cursor and other clients: add the URL as a remote MCP server:

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

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and you sign in with your Clio account.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/clio/

On first connect you'll be sent to Clio to sign in and approve access; no API keys to paste. For Clio accounts in the US region. The server can do only what your Clio user is allowed to do. You can revoke the access any time in Clio. One subscription covers one Clio user in one firm.

Tools

Tool	Type	What it does
clio_who_am_i	read	Who am I
clio_list_users	read	List users
clio_list_matters	read	List matters
clio_get_matter	read	Get one matter
clio_list_contacts	read	List contacts
clio_get_contact	read	Get one contact
clio_list_activities	read	List activities (time and expenses)
clio_list_tasks	read	List tasks
clio_list_calendar_entries	read	List calendar entries
clio_list_bills	read	List bills
clio_get_bill	read	Get one bill
clio_list_documents	read	List documents
clio_list_notes	read	List notes
clio_create_contact	write	Create a contact
clio_create_matter	write	Create a matter
clio_create_time_entry	write	Record a time entry
clio_create_task	write	Create a task
clio_update_task	write	Update a task
clio_create_note	write	Create a note
clio_create_calendar_entry	write	Create a calendar entry
clio_usage_status	meta	Usage status (free-tier meter)
clio_request_feature	meta	Request a missing feature
clio_upgrade	meta	Upgrade to Pro (unlimited)
clio_cancel_subscription	meta	Cancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Pro (per user)	$9/mo or $90/yr (2 months free)	Unlimited

Pro covers this server only. Subscribe with clio_upgrade (it returns a Stripe Checkout link). Cancel any time with clio_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running clio_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. This repo contains documentation only; the server is hosted.