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

Related MCP server: mcp-turso-cloud

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:

2. Install dependencies:

3. Copy the environment template:

4. Configure your environment variables:

5. Build the TypeScript code:

Usage

Development Mode

Production Mode

Docker Deployment

Available MCP Tools

list-matters

List matters with optional status filtering

get-matter

Get detailed information about a specific matter

create-note

Create a note for a matter

list-tasks

List tasks with optional filtering

create-task

Create a new task

list-activities

List time entries and activities

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:

Development

Running Tests

Linting

Building

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.