usefulapiClio MCP server
Read Clio matters, contacts, time, tasks, calendar and bills; add matters, time entries, notes. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
What can I ask?
Turn on the Clio connector, then ask in plain words. The AI picks the tools.
- Which of my matters are open, and who is the responsible attorney on each?
- What tasks are due this week across the firm?
- Show unbilled time for the Smith matter and which bills are overdue.
- Add a note to the Jones matter: spoke with the client, filing due Friday.
- Log my call with Jane Smith on the Smith matter: we discussed the settlement offer.
What you can do with Clio in Claude and ChatGPT
For lawyers and law firm staff who manage matters, time and bills in Clio.
List open matters with the responsible attorney
Searches matters by number, description or client name and shows client, practice area, responsible attorney and status. One matter can be opened in full.
Check unbilled time and overdue bills
Lists time and expense entries with hours, rate and billing status for a matter or user, and bills by state, overdue flag or date, with the amount due.
Find tasks, or create and update them
Lists tasks by matter, assignee, status, priority or due date, creates a task for a user or contact, and marks one complete or changes its due date.
Changes dataRecord time on a matter
Records billable or non-billable time on a matter. You give the hours as a decimal and an optional hourly price.
Changes dataAdd matter or contact notes, or log calls and emails
Adds a note to a matter or contact, or records a phone call or email in the communication log, optionally on a matter.
Changes dataOpen a new matter for a client
Finds the client contact or creates one, then opens a new matter with a description for that client.
Changes dataHow do I connect Clio?
Before you connect
You sign in with your Clio account and approve the access (OAuth). You do not need an API key.
This server reads your firm's matters, contacts, time and expense entries, tasks, calendar, bills, document details (names and metadata, never file contents), notes, logged phone calls and emails, and custom fields. It can create contacts, matters, time entries, tasks, notes and calendar entries, log a phone call or email (it never sends one) and update tasks when you ask it to; it never deletes anything, changes a bill or touches payments or trust accounts. It can do only what your Clio user is allowed to do. This server is for Clio accounts in the US region. You can revoke access any time in Clio.
Claude claude.ai · Desktop
- Open Customize → Connectors, then click + Add → Add custom connector.
- Enter the name Clio and this URL, then click Add:https://
clio. usefulapi. io/ mcp - Claude opens the Clio login page: sign in and approve the access.
- In a chat, click + → Connectors and turn on Clio.
Team and Enterprise: an Owner adds the connector for the organization first.
ChatGPT chatgpt.com
- Open Plugins, click +, then Add custom MCP server.
- Enter the name Clio and this URL, choose OAuth as the authentication, confirm the warning and create it:https://
clio. usefulapi. io/ mcp - ChatGPT opens the Clio login page: sign in and approve the access.
- In Plugins, install Clio, then choose it in a chat.
No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Claude Code
Run this command, then run /mcp in Claude Code to log in:
Cursor
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"clio": {
"url": "https://clio.usefulapi.io/mcp"
}
}
} VS Code
Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"clio": {
"type": "http",
"url": "https://clio.usefulapi.io/mcp"
}
}
} Codex
Run these commands. The second one opens the login page:
Other clients
Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.
Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: you sign in with your Clio account. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
Pricing
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | 10,000 tool calls / month |
| Pro+per user | $39/mo · $390/yr | 100,000 tool calls / month |
Each paid plan covers this Clio server only. Ask your AI to run clio_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with clio_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with clio_upgrade before then undoes the cancel. Or write to support@usefulapi.io.
Tools 27
Show all 27 tools (the AI picks them for you)
Read only · 15
- Who am I
clio_who_am_iFetch 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. - List users
clio_list_usersList the firm's Clio users (attorneys and staff) — use their ids for responsible attorneys, time entries and task assignees. - List matters
clio_list_mattersSearch 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; custom_field_id + custom_field_value filter by one of the firm's custom fields (e.g. a court case number). - Get one matter
clio_get_matterFetch 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_custom_fields). - List contacts
clio_list_contactsSearch and list contacts — clients, prospective clients, companies, opposing parties and co-counsel. `query` wildcard-matches name, email, phone, address and more; custom_field_id + custom_field_value filter by one of the firm's custom fields. - Get one contact
clio_get_contactFetch 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 is an option id, see clio_list_custom_fields). - List activities (time and expenses)
clio_list_activitiesList 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. - List tasks
clio_list_tasksList 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. - List calendar entries
clio_list_calendar_entriesList 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. - List bills
clio_list_billsList bills (invoices) with state, totals, amount due and dates. Filter by client, matter, state, overdue, or issue/due date. - Get one bill
clio_get_billFetch a single bill by id with its state, totals, balance, client and matters. - List documents
clio_list_documentsList documents (metadata only: name, file name, type, size, category, dates) for a matter, a contact or a folder, or search them by name. - List notes
clio_list_notesList 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. - List custom fields
clio_list_custom_fieldsList 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 filter clio_list_matters / clio_list_contacts and to read the values that clio_get_matter / clio_get_contact return. - List communications
clio_list_communicationsList logged communications — phone calls and emails recorded on matters — with subject, body, date, senders and receivers. Filter by matter, contact, user, type or date range, or search subject and body.
Changes data · 8
- Create a contact
clio_create_contactWRITE: 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. - Create a matter
clio_create_matterWRITE: Open a new matter for an existing client contact. Requires the client's contact id and a description. - Record a time entry
clio_create_time_entryWRITE: 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 omitted Clio applies the firm's rate hierarchy; if user_id is omitted it records for the token's user. Clio: POST /activities.json with type TimeEntry. - Create a task
clio_create_taskWRITE: Create a task and assign it to a firm user or a contact, optionally on a matter with a due date and priority. - Update a task
clio_update_taskWRITE: Update a task — mark it complete, change its status, due date, priority, name or description, or reassign it. Only the fields given are changed. - Create a note
clio_create_noteWRITE: Add a note to a matter (type Matter + matter_id) or to a contact (type Contact + contact_id). - Log a phone call or email
clio_log_communicationWRITE: 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 nothing. To bill the time, also use clio_create_time_entry. - Create a calendar entry
clio_create_calendar_entryWRITE: 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 user's own is default_calendar_id from clio_who_am_i).
Your usefulapi plan · 4
- Usage status (free-tier meter)
clio_usage_statusReport the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter. - Request a missing feature
clio_request_featureTell usefulapi that the user needs something the Clio tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter. - Upgrade to Pro or Pro+
clio_upgradeGet a paid plan for Clio (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter. - Cancel the Pro subscription
clio_cancel_subscriptionCancel the caller's Clio Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run clio_upgrade later to undo the cancel before the period ends. Does not count against the meter.
FAQ
What can I do with Clio in Claude or ChatGPT?
List open matters with the responsible attorney. Check unbilled time and overdue bills. Find tasks, or create and update them. Record time on a matter. Add matter or contact notes, or log calls and emails. Open a new matter for a client. See what you can do for the details.
Is this an official Clio product?
No. usefulapi is an independent service. It is not affiliated with or endorsed by Clio. The server calls the Clio API with your own Clio access, so it sees only the data that your account can see.
Can I connect Clio to Claude or ChatGPT?
Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.
What do I need to connect?
A Clio account. You sign in to Clio and approve the access. You do not need an API key.
Do I add an Authorization header to the client config?
No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: you sign in with your Clio account. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
How do you keep my Clio credentials?
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Clio API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. You can revoke the access in Clio at any time.
Can the AI change my Clio data?
Yes, if you approve it. 8 of the 23 Clio tools can create or change data. The other 15 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
What does it cost?
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Clio server only. Cancel any time: your paid plan then runs to the end of the paid period. Run clio_usage_status to see how many calls you used.
How do I subscribe or cancel?
Ask the AI to run clio_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run clio_cancel_subscription. Your paid plan continues to the end of the paid period.
What if a Clio tool that I need is missing?
Tell the AI what you wanted to do. It can send the request with clio_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.
Which AI clients can I use?
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.