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Connect to Clio to manage matters, contacts, documents, tasks, and billing.
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
Connect to Clio and list all active matters I own, then summarize incomplete tasks, due dates, and assignees for each matter.
A list of active matters with incomplete tasks, due dates, and assignees grouped by matter.
In Clio, find the contact, related matters, and recently uploaded documents for client "Wang Ming," then create a brief summary.
A concise summary of the client’s contact details, related matters, and recent documents for quick review.
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.
A billing summary with audit review findings, highlighting suspicious changes and potential duplicate charges.
Use natural language to manage Clio matters, time, billing, and documents.
Access Klaviyo campaign and flow performance metrics for email and SMS.
Connect Claude to ServiceTitan for CRM, jobs, and accounting workflows.
Query, analyze, and optionally update Odoo ERP data from Claude.
Connect Zero CRM with Claude to manage companies, contacts, and deals.
Connect your AI assistant to Google Contacts for direct contact lookup and management.