A
securityA
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qualityAn MCP server that enables secure terminal command execution, directory navigation, and file system operations through a standardized interface for LLMs.
Last updated -
10
84
MIT License
Clio MCP Server
A secure Model Context Protocol (MCP) server for integrating with Clio practice management software, designed specifically for Australian legal professionals.
⚠️ Security Notice
This integration handles sensitive legal data. Users are responsible for:
Keeping their API credentials secure
Complying with their jurisdiction's data protection regulations
Ensuring appropriate access controls
Regular security audits of their deployment
Not committing sensitive data to version control
Features
OAuth 2.0 Authentication: Secure integration with Clio's OAuth system
Australian Compliance: Adheres to Australian Privacy Principles and legal professional obligations
Data Encryption: AES-256-GCM encryption for sensitive data at rest
Comprehensive Audit Logging: Track all data access and modifications
Rate Limiting: Automatic handling of Clio API rate limits
MCP Tools: Access Clio data through standardized MCP tools
Prerequisites
Node.js 18+
Clio Developer Account
Clio OAuth Application credentials
Installation
Clone the repository:
git clone https://github.com/your-org/clio-mcp-server.git
cd clio-mcp-server
Install dependencies:
npm install
Copy the environment template:
cp .env.example .env
Configure your environment variables:
# Generate encryption key
openssl rand -base64 32
# Add to .env file
CLIO_CLIENT_ID=your_client_id
CLIO_CLIENT_SECRET=your_client_secret
CLIO_REDIRECT_URI=https://app.clio.com/oauth/approval
ENCRYPTION_KEY_BASE64=your_generated_key
Build the TypeScript code:
npm run build
Usage
Development Mode
npm run dev
Production Mode
npm start
Docker Deployment
docker-compose up -d
Available MCP Tools
list-matters
List matters with optional status filtering
{
"status": "Open", // Optional: "Open", "Pending", "Closed"
"limit": 20 // Optional: 1-100
}
get-matter
Get detailed information about a specific matter
{
"matterId": 12345
}
create-note
Create a note for a matter
{
"matterId": 12345,
"detail": "Note content",
"sensitive": false // Optional: marks as sensitive
}
list-tasks
List tasks with optional filtering
{
"matterId": 12345, // Optional
"status": "Pending", // Optional: "Pending", "Complete"
"limit": 20 // Optional: 1-100
}
create-task
Create a new task
{
"name": "Task name",
"description": "Task description",
"matterId": 12345, // Optional
"priority": "Normal", // Optional: "High", "Normal", "Low"
"dueAt": "2024-12-31T00:00:00Z" // Optional: ISO 8601
}
list-activities
List time entries and activities
{
"matterId": 12345, // Optional
"dateFrom": "2024-01-01", // Optional
"dateTo": "2024-12-31", // Optional
"limit": 20 // Optional: 1-100
}
Resources
clio://compliance/status
Returns current compliance status and configuration
clio://auth/status
Returns current authentication status
Security Considerations
All OAuth tokens are encrypted at rest using AES-256-GCM
Comprehensive audit logging for compliance requirements
PII is automatically hashed in logs
Data processing remains local to comply with Australian data residency requirements
Claude Desktop Configuration
Add to your Claude Desktop configuration:
{
"mcpServers": {
"clio-legal": {
"command": "node",
"args": ["/path/to/clio-mcp-server/dist/index.js"],
"env": {
"NODE_ENV": "production"
}
}
}
}
Development
Running Tests
npm test
Linting
npm run lint
Building
npm run build
Troubleshooting
Authentication Issues
Ensure your Clio OAuth credentials are correct
Check that the redirect URI matches your Clio app settings
Verify the encryption key is properly formatted
Connection Issues
Check that you're using the correct Clio region (AU, US, CA, EU)
Verify network connectivity to Clio's API servers
Check logs for detailed error messages
License
MIT
THIS REPO IS NOT ENDORSED OR SPONSORED BY CLIO. USE THIS AT YOUR OWN RISK.
This server cannot be installed
A secure MCP server that integrates with Clio practice management software, allowing Australian legal professionals to access and manage their matters, tasks, notes, and activities through natural language.
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