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Clio MCP

Connect Claude to Clio: 34 tools for matters, custom fields, notes, documents, folders, billing.

Grade A Local · stdio API key 37 tools v2.4.0 · 1 Oct 2026
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What it does

Open-source Model Context Protocol (MCP) server that connects Claude to Clio practice management. 26 tools covering matters, contacts, documents, tasks, notes, calendar, time entries, billing, users, and audit-log export. Supports stdio and HTTP/SSE trans

Quickstart

# 1 — add it to Claude Code claude mcp add --scope user --env 'CLIO_CLIENT_ID=${CLIO_CLIENT_ID}' --env 'CLIO_CLIENT_SECRET=${CLIO_CLIENT_SECRET}' --transport stdio clio-mcp '--' npx -y @oktopeak/clio-mcp # 2 — ask your agent for something these tools do # auth_status, authenticate, logout and 34 more

It needs CLIO_CLIENT_ID, CLIO_CLIENT_SECRET: this reads them from your environment, so export them first.

Clio costs nothing on mcprush: there is no plan to choose here, no cap to set and nothing mcprush can bill you for.

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