Clio MCP

Get full detail for a single matter by ID

Get details for a single Clio user by their user ID

List calendar entries in Clio for a given date range

List calendars available in Clio — use the returned id as calendar_owner_id when creating entries

List the custom field definitions configured on this Clio account, with their types and (for picklists) their allowed options. Call this before reading or writing custom fields so you know what exists, what type each field is, and which option IDs a picklist accepts.

List documents in Clio, filtered by matter or folder

List expenses (disbursements and costs) from Clio, the counterpart to list_time_entries. Filter by matter, user and date range. Defaults to ExpenseEntry; pass HardCostEntry or SoftCostEntry for firms that record costs that way.

List folders in Clio, filtered by matter or parent folder

List the contacts attached to a matter and the role each one plays (co-counsel, expert, fact witness, opposing counsel, and any other relationship types the firm has configured). The matter's own client is a separate field on the matter and is not returned here.

List the matter stages (e.g. Pre-Suit, Discovery, Settlement) configured on this Clio account, in pipeline order per practice area. Call this before setting matter_stage_id on create_matter/update_matter so you know what stages exist and their IDs. Clio can attach workflows and task lists to a stage, but whether a stage change made through the API fires them has NOT been verified - confirm on one matter before relying on it.

List matters from the connected Clio account, with responsible attorney, responsible staff and originating attorney on each (null when unassigned). Group by those to see who carries which open matters.

List notes on a matter or contact in Clio. Notes carry the narrative record (intake interviews, call summaries, case history), so this is usually where the detail behind a matter lives. Provide exactly one of matter_id or contact_id.

List tasks from Clio with optional filters

List time entries (billable hours) from Clio

List Clio firm users (attorneys and staff) with their IDs. Use this to look up user IDs needed for create_matter (responsible_attorney_id, originating_attorney_id) and other tools.

Create a new billable (or non-billable) time entry on a Clio matter. Use for time entries only; for expenses, hard costs, or soft costs use create_activity.

Log out of Clio (clears local tokens)

Activity snapshot for every open matter in one call: last note, last time entry, next calendar entry, open task count, and days since anything happened. Sorted by staleness, so matters with no recent file activity come first. Use this as the cheap first pass of a case-monitoring sweep, then look closely only at what it flags.

Search Clio contacts by name, email, or company

Update one or more fields on an existing Clio matter

Update one or more fields on an existing Clio task

Upload a local file to a Clio matter as a document