# How to connect Clio Manage (US) to Claude

```json
{
  "title": "How to connect Clio Manage (US) to Claude",
  "toolkit": "Clio Manage (US)",
  "toolkit_slug": "clio_manage",
  "framework": "Claude Cowork",
  "framework_slug": "claude-cowork",
  "url": "https://composio.dev/toolkits/clio_manage/framework/claude-cowork",
  "markdown_url": "https://composio.dev/toolkits/clio_manage/framework/claude-cowork.md",
  "updated_at": "2026-09-09T05:33:23.187Z"
}
```

## Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.
This guide walks you through the easiest and most secure way to connect your Clio Manage (US) account to Claude via Composio Connect, enabling it to list open matters for client Smith, create invoice for matter 2024-045, add time entry to matter 12345, and more such actions on your behalf without compromising your account security.
Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

## Also integrate Clio Manage (US) with

- [ChatGPT Work](https://composio.dev/toolkits/clio_manage/framework/chatgpt)
- [Hermes](https://composio.dev/toolkits/clio_manage/framework/hermes-agent)

## Connect Clio Manage (US) to Claude Cowork

### Connecting Clio Manage (US) to Claude Web, Desktop, and Cowork
1. Open Customize
In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.
2. Add the Composio MCP server
Click Add custom connector and paste in the Composio MCP server URL:

```bash
https://connect.composio.dev/mcp
```

## What is the Clio Manage (US) MCP server, and what's possible with it?

The Clio Manage (US) MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Clio Manage (US) account. It provides structured and secure access so your agent can perform Clio Manage (US) operations on your behalf.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `CLIO_MANAGE_ASSIGN_TASK_TEMPLATE_LIST` | Assign Task Template List | Assign one Clio task template list to a matter, creating its tasks with assignee notifications disabled. The action reads the current Matter ETag before the PATCH and does not retry a rejected write. Clio does not return guaranteed generated Task IDs or provide atomic undo; find and delete generated tasks separately if cleanup is needed. Requires Matters and Tasks access. |
| `CLIO_MANAGE_CREATE_ACTIVITY` | Create Activity | Create a Clio time or expense activity. Requires Clio's Activities write permission. |
| `CLIO_MANAGE_CREATE_CALENDAR` | Create Calendar | Create a Clio custom calendar. Requires the Calendars write permission selected on the Clio developer application. |
| `CLIO_MANAGE_CREATE_CALENDAR_ENTRY` | Create Calendar Entry | Create a Clio calendar entry. Only internal Clio calendars can be attendees because Clio always emails contact attendees. Calendar notifications are disabled. Requires Clio's Calendars write permission. |
| `CLIO_MANAGE_CREATE_COMMUNICATION` | Create Communication | Record a phone or email communication in Clio. This creates a communication log; it does not place a call or send an email. Notification subscribers are intentionally unsupported. Requires Communications write permission in the Clio developer application. |
| `CLIO_MANAGE_CREATE_CONTACT` | Create Contact | Create a Clio person or company, including new email addresses and phone numbers. A Company requires name; a Person requires first_name or last_name. Requires Clio's Contacts write permission. |
| `CLIO_MANAGE_CREATE_DOCUMENT` | Create Document Upload Initiation | Create only the Clio document record and signed-upload initiation. This action does not upload bytes, follow signed destinations, finalize an upload, or create a version of an existing document. Upload without Clio OAuth, then use a separate finalization operation. Requires Documents write permission. |
| `CLIO_MANAGE_CREATE_DOCUMENT_TEMPLATE` | 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. Requires Documents write permission. |
| `CLIO_MANAGE_CREATE_MATTER` | Create Matter | Create a Clio matter for a client. Requires Clio's Matters write permission. |
| `CLIO_MANAGE_CREATE_MATTER_FOLDER` | Create Matter Folder | Create a subfolder inside a Clio Matter. Clio creates each Matter's root folder automatically; this action creates a child folder and always uses the supplied Matter as its parent. Requires Documents write permission. |
| `CLIO_MANAGE_CREATE_MATTER_NOTE` | Create Matter Note | Create a note associated with a Clio Matter. The action fixes the note type to Matter and intentionally does not support notification subscribers. Requires Notes and Matter access in the Clio developer application. |
| `CLIO_MANAGE_CREATE_TASK` | Create Task | Create a non-complete Clio task with assignee notifications disabled. To complete it safely, create it as pending and then call UPDATE_TASK with status complete. Requires Clio's Tasks write permission. |
| `CLIO_MANAGE_CREATE_TASK_TEMPLATE_LIST` | 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. Templates are private, non-cascading, plain text, and have no reminders; this does not assign a list to a matter or notify assignees. Requires Tasks write permission. |
| `CLIO_MANAGE_DELETE_ACTIVITY` | Delete Activity | Permanently delete one Clio time or expense activity by ID. Requires Clio's Activities write permission. |
| `CLIO_MANAGE_DELETE_BILL` | Delete Bill | Permanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks. Clio only accepts bills without recorded payments. Unpaid bills must use Void Bill. Requires Billing write permission. |
| `CLIO_MANAGE_DELETE_CALENDAR` | Delete Calendar | Permanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar. Built-in firm and user calendars are refused. This tool does not check whether the calendar contains entries, and Clio does not document whether deletion preserves, migrates, or deletes them. Requires Calendars write permission. |
| `CLIO_MANAGE_DELETE_CALENDAR_ENTRY` | Delete Calendar Entry | Permanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series. Fails closed when Contact attendees exist because Clio would email them. Clio DELETE has no atomic ETag guard, so a concurrent attendee change after preflight remains a notification risk for non-recurring or series deletion. Requires Calendars write permission. |
| `CLIO_MANAGE_DELETE_COMMUNICATION` | Delete Communication | Permanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Communications write permission. |
| `CLIO_MANAGE_DELETE_CONTACT` | Delete Contact | Permanently delete one Clio contact by ID. Requires Clio's Contacts write permission. |
| `CLIO_MANAGE_DELETE_DOCUMENT` | Delete Document | Move a Clio document to trash after an exact ID-and-name preflight and explicit confirmation. Clio permanently deletes trashed documents after 30 days. Requires Documents write permission. |
| `CLIO_MANAGE_DELETE_DOCUMENT_TEMPLATE` | Delete Document Template | Permanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation. Requires Documents write permission. |
| `CLIO_MANAGE_DELETE_FOLDER` | Delete Folder | Move a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation. Trashed folders are permanently deleted after 30 days. Requires Documents write permission. |
| `CLIO_MANAGE_DELETE_MATTER` | Delete Matter | Permanently delete one Clio matter by ID. Requires Clio's Matters write permission. |
| `CLIO_MANAGE_DELETE_NOTE` | Delete Note | Permanently delete one Clio note after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Notes write permission. |
| `CLIO_MANAGE_DELETE_TASK` | Delete Task | Permanently delete one Clio task by ID. Requires Clio's Tasks write permission. |
| `CLIO_MANAGE_DELETE_TASK_TEMPLATE_LIST` | Delete Task Template List | Permanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation. This does not assign tasks or send notifications. Requires Tasks write permission. |
| `CLIO_MANAGE_DOWNLOAD_DOCUMENT` | Download Document | Download the latest or a specified Clio document version as a managed file. The runtime follows Clio's 303 with cross-host authorization stripping, so Clio OAuth is never sent to the signed download host. Requires Documents read permission. |
| `CLIO_MANAGE_FIND_BILL` | Find Bill | Exhaustively find Clio bills by exact client, matter, bill number, and state criteria. Provide client_id, matter_id, or invoice_number; state only narrows that lookup. All supplied criteria are combined with AND; duplicate exact bills are returned as ambiguous rather than selecting one. Requires Billing read permission on the Clio developer application. |
| `CLIO_MANAGE_FIND_COMPANY_CONTACT` | Find Company Contact | Exhaustively find exact Clio company contacts without choosing an arbitrary duplicate. Requires Contacts read permission. |
| `CLIO_MANAGE_FIND_CONTACT_BY_CUSTOM_FIELD` | Find Contact by Custom Field | Validate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity. Requires Custom Fields read and Contacts read permissions. |
| `CLIO_MANAGE_FIND_MATTER` | Find Matter | Find by matter_id alone, or exhaustively search using display_number, description, or client_reference, optionally narrowed by client_id and status. All collection results are exact-filtered; multiple matches are reported as ambiguous. Requires Matters read permission. |
| `CLIO_MANAGE_FIND_MATTER_BY_CUSTOM_FIELD` | 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. Requires Custom Fields and Matters read permissions. |
| `CLIO_MANAGE_FIND_NEWEST_MATTER_BY_CLIENT_EMAIL` | 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. If any candidate lacks a valid created_at, return comparison_incomplete and do not select a newest matter. Requires Contacts and Matters read permissions. |
| `CLIO_MANAGE_FIND_OR_CREATE_COMPANY_CONTACT` | 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. Requires Contacts write and, when used, Custom Fields read permissions. |
| `CLIO_MANAGE_FIND_OR_CREATE_MATTER` | Find or Create Matter | Choose either client_id or client_email, not both, plus client_reference or a complete custom-field ID/value pair. Resolve exactly one client, exhaustively find an exact matter identity, create only when absent, then repeat the exhaustive search to detect concurrent duplicates. Requires Matters write and relevant Contacts/Custom Fields access. |
| `CLIO_MANAGE_FIND_OR_CREATE_PERSON_CONTACT` | 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. Requires Contacts write and, when used, Custom Fields read permissions. |
| `CLIO_MANAGE_FIND_PERSON_CONTACT` | Find Person Contact | Exhaustively find exact Clio person contacts without choosing an arbitrary duplicate. Requires Contacts read permission. |
| `CLIO_MANAGE_FIND_USER` | Find User | Find one Clio user using a single selector: user_id, email, or full name. enabled and include_co_counsel apply only to email or name searches. ID uses the documented single-user endpoint; email and name searches exhaust all id-ascending pages and report duplicate exact users as ambiguous. Requires Users read permission on the Clio developer application. |
| `CLIO_MANAGE_GENERATE_DOCUMENT_FROM_TEMPLATE` | Generate Document From Template | Create a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout. This creates a persistent automation and generated Documents; completed returns those documents, failed or empty returns that terminal outcome, and polling expiry returns still_pending with the automation ID and latest state so callers do not start a duplicate. Clio publishes no polling SLA. Requires Documents read/write access and access to the Matter and template. |
| `CLIO_MANAGE_GET_ACTIVITY` | Get Activity | Get one Clio time or expense activity by ID, including billing state and its user and matter references. |
| `CLIO_MANAGE_GET_BILL` | Get Bill | Get one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals. Requires Billing read permission. |
| `CLIO_MANAGE_GET_CALENDAR` | Get Calendar | Get one Clio calendar by ID, including its type, permission, visibility, source, and colors. Requires the Calendars read permission selected on the Clio developer application. |
| `CLIO_MANAGE_GET_CALENDAR_ENTRY` | Get Calendar Entry | Get one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details. Requires the Calendars read permission selected on the Clio developer application. |
| `CLIO_MANAGE_GET_COMMUNICATION` | Get Communication | Retrieve one recorded Clio communication. This does not send a message or notify subscribers. Requires Communications read permission. |
| `CLIO_MANAGE_GET_CONTACT` | Get Contact | Get one Clio person or company by its known ID, including primary and structured email and phone details. Use Search Contacts to discover an ID. Requires Contacts read permission on the Clio developer application. |
| `CLIO_MANAGE_GET_CURRENT_USER` | Get Current User | Return the authenticated Clio user and role information for identity checks and default user references. Requires the Users read permission selected on the Clio developer application. |
| `CLIO_MANAGE_GET_DOCUMENT` | Get Document | Get one Clio document and its latest-version metadata by ID. Requires Documents read permission. |
| `CLIO_MANAGE_GET_FOLDER` | Get Folder | Retrieve one Clio folder by ID. Requires Documents read permission. |
| `CLIO_MANAGE_GET_MATTER` | Get Matter | Get one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method. Requires read access to Matters. |
| `CLIO_MANAGE_GET_MATTER_CLIENT` | Get Matter Client | Retrieve the client contact for one Clio matter. Requires Contacts and Matters read permission. |
| `CLIO_MANAGE_GET_NOTE` | Get Note | Retrieve one Clio matter or contact note. Reading a note does not notify subscribers. Requires Notes read permission. |
| `CLIO_MANAGE_GET_TASK` | Get Task | Get one Clio task by its known ID, including description, status, due date, priority, assignee, matter, and completion-notification state. Requires read access to Tasks in the Clio developer application. |
| `CLIO_MANAGE_GET_USER` | Get User | Get one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information. Requires the Users read permission selected on the Clio developer application. |
| `CLIO_MANAGE_LIST_ACTIVITY_DESCRIPTIONS` | List Activity Descriptions | List selectable Clio activity descriptions and resolved rates for time entries. Requires Activities read permission. |
| `CLIO_MANAGE_LIST_CALENDARS` | List Calendars | List visible or writable Clio calendars to resolve the owner ID for calendar entries. Requires the Calendars read permission selected on the Clio developer application. |
| `CLIO_MANAGE_LIST_COMMUNICATIONS` | List Communications | Return one bounded page of recorded Clio email or phone communications. This reads logs and does not send messages or notify subscribers. Requires Communications read permission. |
| `CLIO_MANAGE_LIST_CONTACT_EMAIL_ADDRESSES` | List Contact Email Addresses | Return one bounded page of email addresses for a Clio contact. Requires Contacts read permission. |
| `CLIO_MANAGE_LIST_CONTACT_PHONE_NUMBERS` | List Contact Phone Numbers | Return one bounded page of phone numbers for a Clio contact. Requires Contacts read permission. |
| `CLIO_MANAGE_LIST_DOCUMENT_AUTOMATIONS` | List Document Automations | Return one bounded page of Clio document-generation automations. Requires Documents read permission. |
| `CLIO_MANAGE_LIST_DOCUMENTS` | List Documents | Return one bounded provider page of Clio documents. Requires Documents read permission. |
| `CLIO_MANAGE_LIST_DOCUMENT_TEMPLATES` | List Document Templates | List Clio document templates and IDs for document automation. Requires Documents read permission; availability can depend on the Clio plan. |
| `CLIO_MANAGE_LIST_EXPENSE_CATEGORIES` | List Expense Categories | List selectable Clio expense categories and rates for expense entries. Requires Activities read permission. |
| `CLIO_MANAGE_LIST_FOLDER_CONTENTS` | List Folder Contents | Return one bounded page of Clio documents and folders, optionally below a parent folder. Requires Documents read permission. |
| `CLIO_MANAGE_LIST_FOLDERS` | List Folders | Return one bounded page of Clio folders using documented filters. Requires Documents read permission. |
| `CLIO_MANAGE_LIST_GROUPS` | List Groups | List Clio groups and IDs for matter assignments and user grouping. Requires Groups read permission. |
| `CLIO_MANAGE_LIST_MATTER_CONTACTS` | 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. Use LIST_MATTER_RELATED_CONTACTS for the related-contact relationship view. Requires Contacts and Matters read permissions. |
| `CLIO_MANAGE_LIST_MATTER_PROTECTED_FUNDS` | List Matter Protected Funds | Return one bounded page of protected funds for a Clio matter. Requires Matters read permission. |
| `CLIO_MANAGE_LIST_MATTER_RELATED_CONTACTS` | 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. Use LIST_MATTER_CONTACTS for matter-contact association labels. Requires Contacts and Matters read permissions. |
| `CLIO_MANAGE_LIST_MATTER_STAGES` | List Matter Stages | List Clio matter stages and practice-area associations for selecting a matter stage. Requires Matters read permission. |
| `CLIO_MANAGE_LIST_NOTES` | List Notes | Return one bounded page of Clio matter or contact notes. Reading notes does not notify subscribers. Requires Notes read permission. |
| `CLIO_MANAGE_LIST_PRACTICE_AREAS` | List Practice Areas | List Clio practice areas and IDs for matter and task-template selection. Requires Matters read permission. |
| `CLIO_MANAGE_LIST_TASK_TEMPLATE_LISTS` | List Task Template Lists | List Clio task template lists and IDs for assigning templates to matters. Requires Tasks read permission. |
| `CLIO_MANAGE_LIST_USERS` | List Users | List Clio users available for attorney, staff, task-assignee, and activity-user references. Requires the Users read permission selected on the Clio developer application. |
| `CLIO_MANAGE_PREVIEW_BILL` | 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. This does not change or send the bill. Requires Billing read permission. |
| `CLIO_MANAGE_SEARCH_ACTIVITIES` | Search Activities | Search and filter Clio activities, including multiple activity IDs, one page at a time. Use Get Activity for one known ID and full billing details. Requires Activities read permission in the Clio developer application. |
| `CLIO_MANAGE_SEARCH_CALENDAR_ENTRIES` | Search Calendar Entries | Search Clio calendar entries by time window, text, calendar, matter, or ID, one page at a time. Requires read access to the Calendars permission in the Clio developer application. |
| `CLIO_MANAGE_SEARCH_CONTACTS` | Search Contacts | Search and filter Clio contacts, including multiple contact IDs, one page at a time. Use Get Contact for one known ID and full contact details. Requires Contacts read permission in the Clio developer application. |
| `CLIO_MANAGE_SEARCH_MATTERS` | Search Matters | Search and filter Clio matters, including multiple matter IDs, one page at a time. Use Get Matter for one known ID and full lifecycle, staffing, and billing details. Requires Matters read permission in the Clio developer application. |
| `CLIO_MANAGE_SEARCH_TASKS` | Search Tasks | Search and filter Clio tasks, including multiple task IDs, one page at a time. Use Get Task for one known ID and full task details. Requires Tasks read permission in the Clio developer application. |
| `CLIO_MANAGE_START_DOCUMENT_FROM_TEMPLATE` | 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. This action does not wait for completion because Clio documents no polling SLA. Check GET /document_automations/{id}.json using Platform Equivalent via proxy, or a future show action, before treating the document as generated. Requires Clio Documents write access and access to the Matter and template. |
| `CLIO_MANAGE_TRANSITION_BILL_STATE` | 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. Uses Clio's official PATCH bill operation and requires Billing write permission. |
| `CLIO_MANAGE_UPDATE_ACTIVITY` | Update Activity | Update at least one field on an existing Clio time or expense activity, optionally using its ETag as a concurrency precondition. Posted or billed activities may be immutable. Requires Clio's Activities write permission. |
| `CLIO_MANAGE_UPDATE_BILL` | Update Bill | Update ordinary bill presentation, financial, tax, discount, or interest fields using the required current ETag. Lifecycle state is deliberately excluded; use Transition Bill State for a confirmed state change. Requires Billing write permission. |
| `CLIO_MANAGE_UPDATE_CALENDAR` | Update Calendar | Update at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag. Requires the Calendars write permission selected on the Clio developer application. |
| `CLIO_MANAGE_UPDATE_CALENDAR_ENTRY` | Update Calendar Entry | Update at least one field on a Clio calendar entry without sending calendar notifications. Existing contact attendees cause the update to fail closed because Clio always emails them. Recurring updates require occurrence or series scope; future-series updates are unsupported. Requires Clio's Calendars write permission. |
| `CLIO_MANAGE_UPDATE_COMMUNICATION` | Update Communication | Update a recorded Clio communication using its current ETag, including explicitly confirmed irreversible deletion of external properties. Notification subscribers are intentionally unsupported. Requires Communications write permission. |
| `CLIO_MANAGE_UPDATE_CONTACT` | Update Contact | Update at least one field on a Clio person or company, including adding or updating nested email and phone records. Setting destroy=true with a nested record ID irreversibly deletes that record. Requires Clio's Contacts write permission. |
| `CLIO_MANAGE_UPDATE_DOCUMENT` | Update Document Metadata | Update only Clio document metadata with an If-Match ETag. It cannot restore a trashed document, initialize or finalize uploads, create versions, or mutate external properties. HTTP 412 is surfaced without retry. Requires Documents write permission. |
| `CLIO_MANAGE_UPDATE_FOLDER` | Update Folder | Rename, move, recategorize, or restore a Clio folder, and add, change, or explicitly and irreversibly delete external properties, using its current ETag. Requires Documents write permission. |
| `CLIO_MANAGE_UPDATE_MATTER` | Update Matter | Update at least one field on an existing Clio matter, optionally using its ETag for concurrency safety. Requires Clio's Matters write permission. |
| `CLIO_MANAGE_UPDATE_NOTE` | Update Note | Update a Clio note using its current ETag. Notification subscribers are intentionally unsupported. Requires Notes write permission. |
| `CLIO_MANAGE_UPDATE_TASK` | Update Task | Update at least one field on an existing Clio task. Assignee notifications are disabled on reassignment. Completion notifications are disabled and verified before a complete status transition. Requires Clio's Tasks write permission. |
| `CLIO_MANAGE_VOID_BILL` | Void Bill | Irreversibly void an Unpaid bill after exact ID, number, ETag, state, and confirmation checks. Clio only accepts bills without recorded payments. Draft and Pending Approval bills must use Delete Bill. Uses Clio's official DELETE bill operation and requires Billing write permission. |

## Supported Triggers

None listed.

## Troubleshooting

### 1. Why does Claude not use the Composio connector for Clio Manage (US)?

The connector can show as connected, but Claude must use it in each Clio Manage (US) conversation.
- Click + at the lower left of the chat, or type /.
- Hover Connectors.
- Turn on Composio.
- Ask Claude to connect to Clio Manage (US) again.

### 2. Why does Claude show an MCP server error before Clio Manage (US) connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Clio Manage (US).
- Check that the connector URL is https://connect.composio.dev/mcp.
- Connectors run from Anthropic's cloud, so your device network is usually not the problem.
- Add the connector again from Customize > Connectors, then ask Claude to connect Clio Manage (US).
- If it fails again, send the error and the ofid_ reference id to support@composio.dev.

### 3. Why does the Clio Manage (US) authorization link not work?

The Composio connector is one server. Your Clio Manage (US) account connects separately when Claude asks for it.
- If the browser does not open, or the link expires, ask Claude to retry the Clio Manage (US) connection.
- Composio creates a fresh Clio Manage (US) authorization link.
- Open that link in your browser and finish the Clio Manage (US) sign-in.

### 4. Why do Clio Manage (US) actions fail after they worked before?

The Clio Manage (US) connection can expire or lose permission.
- Ask Claude to inspect the Clio Manage (US) connection.
- If the connection is unhealthy, disconnect it when Claude prompts you.
- Reconnect the Clio Manage (US) account and retry the action.
- If Claude shows a permission prompt, approve it before Claude changes data in Clio Manage (US).
- If the action still fails with a permission error, check that the connected account has that permission in Clio Manage (US) itself.

### 5. How do I switch to a different Clio Manage (US) account?

Claude can manage the Clio Manage (US) connection for you.
- Ask Claude to disconnect or delete the current Clio Manage (US) account.
- Ask Claude to connect Clio Manage (US) again.
- Open the new Composio authorization link for Clio Manage (US).
- Sign in with the other Clio Manage (US) account in the browser.
- After the account connects, ask Claude to retry the Clio Manage (US) task.

### 6. Why is my Clio Manage (US) connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Clio Manage (US) connection works in Claude Web, Desktop, and Cowork.
- In Claude Desktop, open Customize > Connectors.
- Next to Composio, click ⋮ and click Clear cache.
- If Clio Manage (US) tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
- On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Clio Manage (US).

## Creating MCP Server - Stand-alone vs Composio SDK

The Clio Manage (US) MCP server connects Claude Web, Desktop, and Cowork to your Clio Manage (US) account through Composio. Once connected, Claude can use the available Clio Manage (US) tools and triggers to complete tasks on your behalf.

## Complete Code

None listed.

## How to build Clio Manage (US) MCP Agent with another framework

- [ChatGPT Work](https://composio.dev/toolkits/clio_manage/framework/chatgpt)
- [Hermes](https://composio.dev/toolkits/clio_manage/framework/hermes-agent)

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- [Clickup](https://composio.dev/toolkits/clickup) - ClickUp is an all-in-one productivity platform for managing tasks, docs, goals, and team collaboration. It streamlines project workflows so teams can work smarter and stay organized in one place.
- [Monday](https://composio.dev/toolkits/monday) - Monday.com is a customizable work management platform for project planning and collaboration. It helps teams organize tasks, automate workflows, and track progress in real time.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Agiled](https://composio.dev/toolkits/agiled) - Agiled is an all-in-one business management platform for CRM, projects, and finance. It helps you streamline workflows, consolidate client data, and manage business processes in one place.
- [AirOps MCP](https://composio.dev/toolkits/airops_mcp) - AirOps MCP is AirOps' managed content platform exposing brand context, knowledge bases, and workflows. Use it to give agents brand-aware content, automate content workflows, and track Brand Kit edits.
- [Amazing Marvin](https://composio.dev/toolkits/amazing_marvin) - Amazing Marvin is a personal productivity app for tasks, projects, habits, planning, time tracking, and rewards. It helps you build a flexible workflow that matches how you actually work.
- [AnyDB](https://composio.dev/toolkits/any_db) - AnyDB is a flexible collaborative database platform for organizing records, files, and automated workflows. It helps teams centralize data, collaborate on records, and automate routine tasks.
- [ApptiveGrid](https://composio.dev/toolkits/apptivegrid) - ApptiveGrid is a collaborative no-code database and app platform for spaces, grids, forms, and structured records. It helps teams organize operational data, collect inputs, and build lightweight business apps without custom backend work.
- [Ascora](https://composio.dev/toolkits/ascora) - Ascora is a cloud-based field service management platform for service businesses. It streamlines scheduling, invoicing, and customer operations in one place.
- [Atlassian MCP](https://composio.dev/toolkits/atlassian_mcp) - Atlassian Rovo MCP connects agents to Jira, Jira Service Management, Confluence, Bitbucket, Compass, and Teamwork Graph workflows. It lets teams surface and act on Atlassian data while respecting existing user permissions.
- [Basecamp](https://composio.dev/toolkits/basecamp) - Basecamp is a project management and team collaboration tool by 37signals. It helps teams organize tasks, share files, and communicate efficiently in one place.
- [Beeminder](https://composio.dev/toolkits/beeminder) - Beeminder is an online goal-tracking platform that uses monetary pledges to keep you motivated. Stay accountable and hit your targets with real financial incentives.
- [Boxhero](https://composio.dev/toolkits/boxhero) - Boxhero is a cloud-based inventory management platform for SMBs, offering real-time updates, barcode scanning, and team collaboration. It helps businesses streamline stock tracking and analytics for smarter inventory decisions.

## Frequently Asked Questions

### What are the differences in Tool Router MCP and Clio Manage (US) MCP?

With a standalone Clio Manage (US) MCP server, the agents and LLMs can only access a fixed set of Clio Manage (US) tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Clio Manage (US) and many other apps based on the task at hand, all through a single MCP endpoint.

### Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Clio Manage (US) tools.

### Can I manage the permissions and scopes for Clio Manage (US) while using Tool Router?

Yes, absolutely. You can configure which Clio Manage (US) scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

### How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Clio Manage (US) data and credentials are handled as safely as possible.

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[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)