io.github.oktopeak/clio-mcp

Connect to Clio to manage matters, contacts, documents, tasks, and billing.

Source

Official Registry

Updated

2026-07-01

// securityCaution

Requires keys· CLIO_CLIENT_ID, CLIO_CLIENT_SECRET, ENCRYPTION_KEY, CLIO_REDIRECT_PORT, CLIO_REGION, CLIO_API_BASE, CLIO_AUTH_URL, CLIO_TOKEN_URL
Runs locally
Official / curated
Open source
Community-trusted

Running security audit…

Credentials
Network egress
Code execution
Data access
Supply chain

// install

Copy the install command and let the AI configure it · recommended for beginners

Please install the "io.github.oktopeak/clio-mcp" MCP server from askskill:
Run: claude mcp add 'io-github-oktopeak-clio-mcp' -- npx -y @oktopeak/clio-mcp

// examples

Check matters and open tasks

Prompt

Connect to Clio and list all active matters I own, then summarize incomplete tasks, due dates, and assignees for each matter.

Expected

A list of active matters with incomplete tasks, due dates, and assignees grouped by matter.

Organize contacts and documents

Prompt

In Clio, find the contact, related matters, and recently uploaded documents for client "Wang Ming," then create a brief summary.

Expected

A concise summary of the client’s contact details, related matters, and recent documents for quick review.

Review billing and audit logs

Prompt

Extract this month’s billing records from Clio and review billing-related audit logs from the last two weeks, flagging unusual edits or duplicate charge risks.

Expected

A billing summary with audit review findings, highlighting suspicious changes and potential duplicate charges.