Clio MCP Server

by oktopeakio.github.oktopeak/clio-mcpv2.2.0

Connect Claude to Clio: 34 tools for matters, custom fields, notes, documents, folders, billing.

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Active2d ago

Install Clio MCP server

claude mcp add clio-oktopeak -e CLIO_CLIENT_ID='<clio-client-id>' -e CLIO_CLIENT_SECRET='<clio-client-secret>' -e ENCRYPTION_KEY='<encryption-key>' -- npx -y @oktopeak/clio-mcp

{
  "mcpServers": {
    "clio-oktopeak": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/clio-mcp"
      ],
      "env": {
        "CLIO_CLIENT_ID": "<clio-client-id>",
        "CLIO_CLIENT_SECRET": "<clio-client-secret>",
        "ENCRYPTION_KEY": "<encryption-key>"
      }
    }
  }
}

Add to ~/.cursor/mcp.json (global) or .cursor/mcp.json (project).

{
  "mcpServers": {
    "clio-oktopeak": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/clio-mcp"
      ],
      "env": {
        "CLIO_CLIENT_ID": "<clio-client-id>",
        "CLIO_CLIENT_SECRET": "<clio-client-secret>",
        "ENCRYPTION_KEY": "<encryption-key>"
      }
    }
  }
}

Settings → Developer → Edit Config (claude_desktop_config.json), then restart.

{
  "servers": {
    "clio-oktopeak": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/clio-mcp"
      ],
      "env": {
        "CLIO_CLIENT_ID": "<clio-client-id>",
        "CLIO_CLIENT_SECRET": "<clio-client-secret>",
        "ENCRYPTION_KEY": "<encryption-key>"
      }
    }
  }
}

Add to .vscode/mcp.json in your workspace.

{
  "mcpServers": {
    "clio-oktopeak": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/clio-mcp"
      ],
      "env": {
        "CLIO_CLIENT_ID": "<clio-client-id>",
        "CLIO_CLIENT_SECRET": "<clio-client-secret>",
        "ENCRYPTION_KEY": "<encryption-key>"
      }
    }
  }
}

Add to ~/.codeium/windsurf/mcp_config.json.

Configuration

Variable	Required	Secret	Description
CLIO_CLIENT_ID	yes	—	Client ID from your Clio developer application (Settings → Developer Applications)
CLIO_CLIENT_SECRET	yes	yes	Client Secret from your Clio developer application
ENCRYPTION_KEY	—	yes	Optional. Leave unset to auto-generate a key stored in the OS keychain (or ~/.clio-mcp/key.hex as fallback on headless Linux/WSL2). If set, must be a 64-character hex string — it will be migrated to the OS keychain on first use.
CLIO_REDIRECT_PORT	—	—	Local port for the OAuth callback listener (default: 5678). Change if 5678 is in use.
CLIO_REGION	—	—	Clio data region: 'us' (default, app.clio.com), 'eu' (eu.app.clio.com), 'au' (au.app.clio.com), or 'ca' (ca.app.clio.com). Controls the API and OAuth base URLs. Fixed at Clio account creation; must match the server your firm logs in to. Any other value stops startup.
READ_ONLY	—	—	Optional. 'true', '1' or 'yes' leaves the nine write tools (create_matter, create_note, create_task, update_task, complete_task, create_calendar_entry, log_time_entry, create_activity, upload_document) unregistered so Claude can read Clio but never change it. Works on both transports.
CLIO_API_BASE	—	—	Advanced override for the Clio API base URL (e.g. https://eu.app.clio.com/api/v4). Takes precedence over CLIO_REGION.
CLIO_AUTH_URL	—	—	Override the OAuth authorization endpoint (e.g. https://eu.app.clio.com/oauth/authorize).
CLIO_TOKEN_URL	—	—	Override the OAuth token endpoint (e.g. https://eu.app.clio.com/oauth/token).

Freshness

Active — last maintenance signal 2d ago. The newest of the signals below sets the band.

Last commit (default branch)
2026-10-08 · 2d ago · GitHub
Latest release
2026-09-09 · 31d ago · GitHub · v2.3.0
Package published
no data · npm/PyPI
Registry entry updated
2026-09-02 · 38d ago · official registry · v2.2.0

FAQ

›How do I install the Clio MCP server in Claude Code?

Run: claude mcp add clio-oktopeak -e CLIO_CLIENT_ID='<clio-client-id>' -e CLIO_CLIENT_SECRET='<clio-client-secret>' -e ENCRYPTION_KEY='<encryption-key>' -- npx -y @oktopeak/clio-mcp. For Cursor, VS Code, Claude Desktop and Windsurf, use the install tabs above.

›Does Clio require an API key?

Yes. It expects CLIO_CLIENT_ID, CLIO_CLIENT_SECRET, ENCRYPTION_KEY, of which 2 are secrets.

›Can I use Clio as a remote (hosted) MCP server?

No hosted endpoint is published; it runs locally over stdio.

›Is Clio in the official MCP registry?

Yes, as io.github.oktopeak/clio-mcp.