io.usefulapi/clio

up checked 2026-11-11T13:37:18.975Z

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Publisher-provided title

Clio MCP by usefulapi

Publisher-provided description

Read Clio matters, contacts, time, tasks, calendar and bills; add matters, time entries, notes.

Summary by lookupd

Read and write Clio legal-practice data: matters, contacts, time entries, tasks, calendar events, notes, communications and bills.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http clio https://clio.usefulapi.io/mcp

Codex, remote (streamable-http)

codex mcp add clio --url https://clio.usefulapi.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "clio": {
      "url": "https://clio.usefulapi.io/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (23 tools)

Publisher-provided text

• 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 chea
• 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 descript
• clio_get_matter Fetch a single matter by id, with its client, practice area, stage, attorneys and custom field values (field_name + value; a picklist value is an option id, see
• clio_list_contacts Search and list contacts — clients, prospective clients, companies, opposing parties and co-counsel. `query` wildcard-matches name, email, phone, address and mo
• clio_get_contact Fetch a single contact by id with all email addresses, phone numbers, postal addresses, web sites and custom field values (field_name + value; a picklist value
• 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.
• 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_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 recur
• 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.j
• clio_list_notes List notes on a matter or a contact, with subject, body, date and author. Clio requires type; narrow to one matter or contact with matter_id or contact_id. Clio
• clio_list_custom_fields List the firm's custom fields for matters or contacts — name, type, whether required, and the options of picklist fields (option id + text). Use the ids to filt
• clio_list_communications List logged communications — phone calls and emails recorded on matters — with subject, body, date, senders and receivers. Filter by matter, contact, user, type
• clio_create_contact WRITE: Create a contact — a person (give first_name and/or last_name) or a company (give name) — optionally with an email address and phone number. Clio: POST /
• clio_create_matter WRITE: Open a new matter for an existing client contact. Requires the client's contact id and a description. Clio: POST /matters.json.
• clio_create_time_entry WRITE: Record billable (or non-billable) time on a matter. Give hours as a decimal (1.5 = 90 minutes); it is sent to Clio as seconds. If price (hourly rate) is
• clio_create_task WRITE: Create a task and assign it to a firm user or a contact, optionally on a matter with a due date and priority. Clio: POST /tasks.json.
• clio_update_task WRITE: Update a task — mark it complete, change its status, due date, priority, name or description, or reassign it. Only the fields given are changed. Clio: PA
• clio_create_note WRITE: Add a note to a matter (type Matter + matter_id) or to a contact (type Contact + contact_id). Clio: POST /notes.json.
• clio_log_communication WRITE: Record a phone call or an email on Clio's communication log, optionally on a matter, with who it was from and to. This only records it: Clio sends nothin
• clio_create_calendar_entry WRITE: Put an event on a Clio calendar — a hearing, meeting or deadline — optionally linked to a matter. calendar_id is the calendar to put it on (the token use

Details

• Version: 1.21.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 484 ms
• First indexed: 2026-11-01T10:04:06.666Z
• Last seen in registry: 2026-11-11T00:17:22.770Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/clio/

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• API base: https://api.lookupd.com
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