Clio MCP

Open-source Model Context Protocol (MCP) connector that lets Claude read live data from Clio (matters, custom fields, notes, contacts, documents, folders, 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 36 documented tools cover matter, task, custom, document.

People who work with matter, task and custom and want it reachable from Claude, Cursor, VS Code, or another MCP client. The project is written in TypeScript.

VERIFIED ACTIVE

LAST COMMIT 2026-09-10 · ★ 24 · #48 OF 227 MAINTAINED AUTOMATION · VERIFIED 2026-09-18

MIT · TypeScript servers · how we verify → /methodology

01 · Install Clio MCP

before you install - you'll need

Set CLIO_CLIENT_ID, CLIO_CLIENT_SECRET, AUTH_HEADER, TOKEN_BROKER_URL, READ_ONLY 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

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

list_matters · search_contacts · get_contact · list_documents · list_folders · list_tasks…

Matter

6 tools - e.g. matter_id; client_id, description, status, open_date, practice_area_id, billable, responsible_attorney_id, originating_attorney_id, client_reference, custom_field_values; matter_id, plus any of…

get_matter · create_matter · update_matter · list_matter_stages · list_matter_relationships · matter_activity_summary

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

Custom

2 tools - e.g. parent_type (Matter/Contact), include_deleted; name, parent_type (Matter/Contact), field_type, required, displayed, picklist_options

list_custom_fields · create_custom_field

Document

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

get_document · upload_document

Folder

2 tools - e.g. matter_id or parent_folder_id, name; name, matter_id or parent_folder_id, if_not_exists

folder_exists · create_folder

Calendar

2 tools - e.g. from, to, limit, page_token; 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

Latest releases

v2.3.0 · 2026-09-09

Matter stages, create_custom_field, and three fixes found against a live Clio account · Matter stages and create_custom_field, previously staged and unverified, · have now been exercised end-to-end against a live Clio…

v2.2.1 · 2026-09-08

2.2.0 could not read a matter or a contact · A hotfix. 2.2.0 could not read a matter or a contact at all, and it was the · default install for five days. · Fixed · Every matter and contact read returned a Clio 400.…

v2.2.0 · 2026-09-02

First release since v2.0.0 in May, and it is now the default install: npm i @oktopeak/clio-mcp gives you 2.2.0. · Read this part even if you skip the rest · 2.0.1 wrote client data to its audit log. Contact search…

04 · Who maintains Clio MCP

clio-mcp is maintained by oktopeak. We track 5 MCP servers from oktopeak - 5 actively maintained, 28 combined GitHub stars, oldest repo from Apr 2026. Full record: all servers from oktopeak.

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

05 · Facts

repository
github.com/oktopeak/clio-mcp
website
https://oktopeak.com/clio-mcp/
category
automation - ranked #48 of 227 actively-maintained automation servers as of 2026-09-18.
release cadence
3 releases in the last 90 days (latest 2026-09-09)
registry
io.github.oktopeak/clio-mcp (active, first published 2026-04-27 · 3 versions)
packages
npm:@oktopeak/clio-mcp · npm:@oktopeak/clio-mcp

06 · Clio MCP FAQ

Is Clio MCP still maintained?

Yes - as of 2026-09-18, its last commit was 2026-09-10 and it shipped 3 releases in the last 90 days. 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 5 environment variables (CLIO_CLIENT_ID, CLIO_CLIENT_SECRET, AUTH_HEADER…) to set first. Set CLIO_CLIENT_ID, CLIO_CLIENT_SECRET, AUTH_HEADER, TOKEN_BROKER_URL, READ_ONLY 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.

  1. Claude Flow AI orchestration with hive-mind swarms, neural networks, and 87 MCP tools for enterprise dev. ★ 72,753 · 2026-09-18
  2. GitHub Connect AI assistants to GitHub - manage repos, issues, PRs, and workflows through natural language. ★ 33,015 · 2026-09-16
  3. Windows MCP An MCP Server for computer-use in Windows OS ★ 7,034 · 2026-09-16
  4. Claude Code Ultimate Guide Search the Claude Code Ultimate Guide and machine-readable references from any MCP client. ★ 5,990 · 2026-09-17
  5. Ha MCP Comprehensive Model Context Protocol server for managing Home Assistant through AI assistants. ★ 4,770 · 2026-09-18
  6. Stripe Agent Toolkit MCP server integrating with Stripe - tools for customers, products, payments, and more. ★ 1,822 · 2026-09-17

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