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Clio MCP Server

by lawquarter
GitHub
TypeScript
MIT License
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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

  1. Clone the repository:
git clone https://github.com/your-org/clio-mcp-server.git cd clio-mcp-server
  1. Install dependencies:
npm install
  1. Copy the environment template:
cp .env.example .env
  1. 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
  1. 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

  1. Ensure your Clio OAuth credentials are correct
  2. Check that the redirect URI matches your Clio app settings
  3. Verify the encryption key is properly formatted

Connection Issues

  1. Check that you're using the correct Clio region (AU, US, CA, EU)
  2. Verify network connectivity to Clio's API servers
  3. 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

-
security - not tested
A
license - permissive license
-
quality - not tested

How are these scores calculated?

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.

  1. ⚠️ Security Notice
    1. Features
      1. Prerequisites
        1. Installation
          1. Usage
            1. Development Mode
            2. Production Mode
            3. Docker Deployment
          2. Available MCP Tools
            1. list-matters
            2. get-matter
            3. create-note
            4. list-tasks
            5. create-task
            6. list-activities
          3. Resources
            1. clio://compliance/status
            2. clio://auth/status
          4. Security Considerations
            1. Claude Desktop Configuration
              1. Development
                1. Running Tests
                2. Linting
                3. Building
              2. Troubleshooting
                1. Authentication Issues
                2. Connection Issues
              3. License

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