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Clio Manage (US) MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Clio Manage (US) MCP or direct API to list matters, create clients, log time entries, and generate invoices through natural language.

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Clio Manage (US) logoClio Manage (US)
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Clio Manage (US) is legal practice management for United States-region accounts on app.clio.com. Centralize clients, matters, calendars, tasks, time entries, and billing to run your firm efficiently.

93 Tools

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TOOL ROUTER PLAYGROUND
Clio Manage (US)
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TOOLS

Supported Tools

Every Clio Manage (US) action and event your agent gets out of the box.

Assign Task Template List

Assign one Clio task template list to a matter, creating its tasks with assignee notifications disabled.

Create Activity

Create a Clio time or expense activity.

Create Calendar

Create a Clio custom calendar.

Create Calendar Entry

Create a Clio calendar entry.

Create Communication

Record a phone or email communication in Clio.

Create Contact

Create a Clio person or company, including new email addresses and phone numbers.

Create Document Upload Initiation

Create only the Clio document record and signed-upload initiation.

Create Document Template

Upload one non-sensitive file directly to Clio's documented multipart route and create a document template suitable for START_DOCUMENT_FROM_TEMPLATE or GENERATE_DOCUMENT_FROM_TEMPLATE.

Create Matter

Create a Clio matter for a client.

Create Matter Folder

Create a subfolder inside a Clio Matter.

Create Matter Note

Create a note associated with a Clio Matter.

Create Task

Create a non-complete Clio task with assignee notifications disabled.

Create Non-Empty Task Template List

Create a Clio task-template list plus one to ten documented task templates, read it back to confirm it is non-empty, and clean up partial creation on failure.

Delete Activity

Permanently delete one Clio time or expense activity by ID.

Delete Bill

Permanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks.

Delete Calendar

Permanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar.

Delete Calendar Entry

Permanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series.

Delete Communication

Permanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation.

Delete Contact

Permanently delete one Clio contact by ID.

Delete Document

Move a Clio document to trash after an exact ID-and-name preflight and explicit confirmation.

Delete Document Template

Permanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation.

Delete Folder

Move a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation.

Delete Matter

Permanently delete one Clio matter by ID.

Delete Note

Permanently delete one Clio note after an exact-ID preflight and explicit confirmation.

Delete Task

Permanently delete one Clio task by ID.

Delete Task Template List

Permanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation.

Download Document

Download the latest or a specified Clio document version as a managed file.

Find Bill

Exhaustively find Clio bills by exact client, matter, bill number, and state criteria.

Find Company Contact

Exhaustively find exact Clio company contacts without choosing an arbitrary duplicate.

Find Contact by Custom Field

Validate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity.

Find Matter

Find by matter_id alone, or exhaustively search using display_number, description, or client_reference, optionally narrowed by client_id and status.

Find Matter by Custom Field

Validate a dynamic Matter custom field, exhaustively scan all exact provider candidates, and report zero, one, or every ambiguous exact match.

Find Newest Matter by Client Email

Resolve exactly one contact by exact email, exhaust all of that client's matters, and select the greatest created_at with greatest ID as the tie-break.

Find or Create Company Contact

Exhaustively preflight a Clio company identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races.

Find or Create Matter

Choose either client_id or client_email, not both, plus client_reference or a complete custom-field ID/value pair.

Find or Create Person Contact

Exhaustively preflight a Clio person identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races.

Find Person Contact

Exhaustively find exact Clio person contacts without choosing an arbitrary duplicate.

Find User

Find one Clio user using a single selector: user_id, email, or full name.

Generate Document From Template

Create a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout.

Get Activity

Get one Clio time or expense activity by ID, including billing state and its user and matter references.

Get Bill

Get one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals.

Get Calendar

Get one Clio calendar by ID, including its type, permission, visibility, source, and colors.

Get Calendar Entry

Get one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details.

Get Communication

Retrieve one recorded Clio communication.

Get Contact

Get one Clio person or company by its known ID, including primary and structured email and phone details.

Get Current User

Return the authenticated Clio user and role information for identity checks and default user references.

Get Document

Get one Clio document and its latest-version metadata by ID.

Get Folder

Retrieve one Clio folder by ID.

Get Matter

Get one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method.

Get Matter Client

Retrieve the client contact for one Clio matter.

Get Note

Retrieve one Clio matter or contact note.

Get Task

Get one Clio task by its known ID, including description, status, due date, priority, assignee, matter, and completion-notification state.

Get User

Get one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information.

List Activity Descriptions

List selectable Clio activity descriptions and resolved rates for time entries.

List Calendars

List visible or writable Clio calendars to resolve the owner ID for calendar entries.

List Communications

Return one bounded page of recorded Clio email or phone communications.

List Contact Email Addresses

Return one bounded page of email addresses for a Clio contact.

List Contact Phone Numbers

Return one bounded page of phone numbers for a Clio contact.

List Document Automations

Return one bounded page of Clio document-generation automations.

List Documents

Return one bounded provider page of Clio documents.

List Document Templates

List Clio document templates and IDs for document automation.

List Expense Categories

List selectable Clio expense categories and rates for expense entries.

List Folder Contents

Return one bounded page of Clio documents and folders, optionally below a parent folder.

List Folders

Return one bounded page of Clio folders using documented filters.

List Groups

List Clio groups and IDs for matter assignments and user grouping.

List Matter Contacts

Return one bounded page of Clio matter-contact association records, including association ID and ETag, relationship label, is_client, matter reference, and contact details.

List Matter Protected Funds

Return one bounded page of protected funds for a Clio matter.

List Matter Related Contacts

Return one bounded page of Clio related-contact relationship records, including relationship ID, contact_id, and whether the contact is also the matter client.

List Matter Stages

List Clio matter stages and practice-area associations for selecting a matter stage.

List Notes

Return one bounded page of Clio matter or contact notes.

List Practice Areas

List Clio practice areas and IDs for matter and task-template selection.

List Task Template Lists

List Clio task template lists and IDs for assigning templates to matters.

List Users

List Clio users available for attorney, staff, task-assignee, and activity-user references.

Preview Bill

Render one Clio bill as HTML, cap the response at 2 MB, and offload it as a file instead of returning active HTML inline.

Search Activities

Search and filter Clio activities, including multiple activity IDs, one page at a time.

Search Calendar Entries

Search Clio calendar entries by time window, text, calendar, matter, or ID, one page at a time.

Search Contacts

Search and filter Clio contacts, including multiple contact IDs, one page at a time.

Search Matters

Search and filter Clio matters, including multiple matter IDs, one page at a time.

Search Tasks

Search and filter Clio tasks, including multiple task IDs, one page at a time.

Start Document From Template

Start Clio's asynchronous create-document-from-template generation and return the automation ID, current state, and any documents already present.

Transition Bill State

Irreversibly transition a bill to paid, void, or deleted only after exact identity, ETag, expected current state, available transition, and explicit confirmation checks.

Update Activity

Update at least one field on an existing Clio time or expense activity, optionally using its ETag as a concurrency precondition.

Update Bill

Update ordinary bill presentation, financial, tax, discount, or interest fields using the required current ETag.

Update Calendar

Update at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag.

Update Calendar Entry

Update at least one field on a Clio calendar entry without sending calendar notifications.

Update Communication

Update a recorded Clio communication using its current ETag, including explicitly confirmed irreversible deletion of external properties.

Update Contact

Update at least one field on a Clio person or company, including adding or updating nested email and phone records.

Update Document Metadata

Update only Clio document metadata with an If-Match ETag.

Update Folder

Rename, move, recategorize, or restore a Clio folder, and add, change, or explicitly and irreversibly delete external properties, using its current ETag.

Update Matter

Update at least one field on an existing Clio matter, optionally using its ETag for concurrency safety.

Update Note

Update a Clio note using its current ETag.

Update Task

Update at least one field on an existing Clio task.

Void Bill

Irreversibly void an Unpaid bill after exact ID, number, ETag, state, and confirmation checks.

SETUP GUIDE

Connect Clio Manage (US) MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK for Python or TypeScript
2

Initialize Client and Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
Import and initialize the Composio client, then create a Tool Router session for Clio Manage (US)
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent (Anthropic Claude or Mastra)
SETUP GUIDE

Connect Clio Manage (US) API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Clio Manage (US) Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Clio Manage (US) actions with your Agent

Why Use Composio?

AI Native Clio Manage (US) Integration

  • Supports both Clio Manage (US) MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Clio Manage (US) data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Clio Manage (US) access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Clio Manage (US)
  • Scoped, least privilege access to Clio Manage (US) resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use Clio Manage (US) with any AI Agent Framework

Choose a Framework you want to connect Clio Manage (US) with

ChatGPT Work logo

ChatGPT Work

Use Clio Manage (US) MCP with ChatGPT Work

Claude Cowork logo

Claude Cowork

Use Clio Manage (US) MCP with Claude Cowork

Hermes logo

Hermes

Use Clio Manage (US) MCP with Hermes

FAQ

Frequently asked questions

Yes, Clio Manage (US) requires you to configure your own OAuth credentials. Once set up, Composio handles token storage, refresh, and lifecycle management for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

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