Clio MCP by usefulapi

ONLINE Clio MCP by usefulapi answered an MCP connection on 23 Oct 2026 and introduced itself as clio-mcp 1.0.0 (MCP protocol 2025-06-18).

20 tools offered to AI assistants

• 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. Clio: GET /matters.json.
• clio_get_matter · Fetch a single matter by id, with its client, practice area, stage and attorneys. 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. Clio: GET /contacts.json.
• clio_get_contact · Fetch a single contact by id with all email addresses, phone numbers, postal addresses and web sites. 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.j
• 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.

What "online" means: the server answered an MCP connection at the time of the check. It is not a guarantee of security, quality or continuous uptime. How we test: we open an MCP session and ask for the tool list, as an AI assistant would. We never run a tool and never send a key. Checked every few days. Method

Is this your server? Monitoring Pro: a check every 30 minutes and an email within the hour when it stops answering. Launch offer: $39.99 once, for life.