LROC-NY/clio-mcp-server
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The Clio MCP Server is a cross-platform server designed to integrate Clio legal practice management with AI assistants like Claude, providing seamless access to Clio's API resources.
Tools
Functions exposed to the LLM to take actions
get_matters
Retrieve legal matters
get_contacts
Retrieve contacts
get_tasks
Retrieve tasks
create_task
Create new tasks
get_activities
Retrieve time entries
get_calendar_entries
Retrieve calendar events
get_documents
Retrieve documents
get_bills
Retrieve bills with status filtering
get_trust_accounts
Get trust account information
get_allocations
Get billing allocations
get_timeline_events
Get timeline events for matters
get_custom_fields
Get custom field definitions
search
Search across multiple resources
get_users
Get list of firm users
get_current_user
Get authenticated user info
create_webhook
Create webhook subscriptions
get_webhooks
List webhook subscriptions
get_auth_url
Generate OAuth authorization URL
exchange_code
Exchange auth code for access token
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client