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clio-mcp

Active·★ 15·MIT·Updated 2026-05-27
★ Trending★ Workflow Automation★ Dev Tooling

Open-source MCP server connecting Claude to Clio practice management. Built by Oktopeak.

Clio MCP Server is an open-source MCP connector that lets Claude read live data from Clio — matters, contacts, documents, tasks, calendar, and billing — without copying client information into chat windows. It runs locally on your machine, supports audit logging for ABA Opinion 512 compliance, and encrypts OAuth tokens at rest with AES-256-GCM. The connector is MIT licensed and free forever.

#anthropic#claude#clio#law-firm-software#legal-ai#legal-automation#legal-tech#legaltech
$ Install
$ git clone https://github.com/oktopeak/clio-mcp.git && cd clio-mcp && npm install && npm run build
↗ Visit site★ GitHub
01

Features

0115 Clio tools exposed to Claude for reading and limited writing
02Audit log recording every tool call with timestamp and user ID
03AES-256-GCM encryption of OAuth tokens at rest
04Local-only architecture with no relay server or cloud middleman
05Supports local AI models (e.g., LM Studio, Ollama) for full on-premises deployment
02

Compatibility

Node.js
Node.js 18+
Verified via docs
Claude Desktop
Claude Desktop
Verified via docs
03

Quick start

1
$ git clone https://github.com/oktopeak/clio-mcp.git
2
$ cd clio-mcp
3
$ npm install
4
$ npm run build
04

Use cases

↳Law firm IT and legal operations teams integrating AI with practice management
↳Attorneys querying live Clio data (matters, contacts, tasks) via natural language
↳Firms requiring ABA Opinion 512 compliance and local-only AI inference
05

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Related searches

clio-mcp AlternativesBest Workflow Automation Tools 2026Open Source Workflow Automationclio-mcp Tutorialclio-mcp Vs Competitorsanthropicclaudeclio

Comments

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  • S
    Skyler ZhangMay 12, 2026

    Built by Oktopeak, focused on the legal workflow use cases that matter most.

  • Logan Lee
    Logan LeeApr 25, 2026

    Works with Clio's API for client, matter, and time entry management.

  • L
    Logan WilsonMar 20, 2026

    Good for law firms using Clio who want AI assistance with case management.

  • Jordan Lee
    Jordan LeeMar 9, 2026

    Open-source MCP server connecting Claude to Clio legal practice management.

On this page
01Features02Compatibility03Quick start04Use cases05Alternatives
Stats
GitHub Stars★ 15
Last commit3d ago
StatusActive
LicenseMIT
CategoryWorkflow Automation
Trend (30d)
+0.6↑ 0.7%
Links
Documentation↗Discussion↗Issues↗Releases↗

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