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Clio Mcp

io.github.oktopeak/clio-mcp · v2.5.0

Connect Claude to Clio (37 tools), and export a whole Clio account, documents included.

Connect Runs on your machine

Terminal
claude mcp add clio-mcp -e CLIO_CLIENT_ID=<CLIO_CLIENT_ID> -e CLIO_CLIENT_SECRET=<CLIO_CLIENT_SECRET> -e ENCRYPTION_KEY=<ENCRYPTION_KEY> -e CLIO_REDIRECT_PORT=<CLIO_REDIRECT_PORT> -e CLIO_REGION=<CLIO_REGION> -e READ_ONLY=<READ_ONLY> -e CLIO_API_BASE=<CLIO_API_BASE> -e CLIO_AUTH_URL=<CLIO_AUTH_URL> -e CLIO_TOKEN_URL=<CLIO_TOKEN_URL> -- npx -y @oktopeak/[email protected]
claude_desktop_config.json
{
  "mcpServers": {
    "clio-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/[email protected]"
      ],
      "env": {
        "CLIO_CLIENT_ID": "<CLIO_CLIENT_ID>",
        "CLIO_CLIENT_SECRET": "<CLIO_CLIENT_SECRET>",
        "ENCRYPTION_KEY": "<ENCRYPTION_KEY>",
        "CLIO_REDIRECT_PORT": "<CLIO_REDIRECT_PORT>",
        "CLIO_REGION": "<CLIO_REGION>",
        "READ_ONLY": "<READ_ONLY>",
        "CLIO_API_BASE": "<CLIO_API_BASE>",
        "CLIO_AUTH_URL": "<CLIO_AUTH_URL>",
        "CLIO_TOKEN_URL": "<CLIO_TOKEN_URL>"
      }
    }
  }
}
~/.cursor/mcp.json
{
  "mcpServers": {
    "clio-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/[email protected]"
      ],
      "env": {
        "CLIO_CLIENT_ID": "<CLIO_CLIENT_ID>",
        "CLIO_CLIENT_SECRET": "<CLIO_CLIENT_SECRET>",
        "ENCRYPTION_KEY": "<ENCRYPTION_KEY>",
        "CLIO_REDIRECT_PORT": "<CLIO_REDIRECT_PORT>",
        "CLIO_REGION": "<CLIO_REGION>",
        "READ_ONLY": "<READ_ONLY>",
        "CLIO_API_BASE": "<CLIO_API_BASE>",
        "CLIO_AUTH_URL": "<CLIO_AUTH_URL>",
        "CLIO_TOKEN_URL": "<CLIO_TOKEN_URL>"
      }
    }
  }
}
.vscode/mcp.json
{
  "servers": {
    "clio-mcp": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@oktopeak/[email protected]"
      ],
      "env": {
        "CLIO_CLIENT_ID": "<CLIO_CLIENT_ID>",
        "CLIO_CLIENT_SECRET": "<CLIO_CLIENT_SECRET>",
        "ENCRYPTION_KEY": "<ENCRYPTION_KEY>",
        "CLIO_REDIRECT_PORT": "<CLIO_REDIRECT_PORT>",
        "CLIO_REGION": "<CLIO_REGION>",
        "READ_ONLY": "<READ_ONLY>",
        "CLIO_API_BASE": "<CLIO_API_BASE>",
        "CLIO_AUTH_URL": "<CLIO_AUTH_URL>",
        "CLIO_TOKEN_URL": "<CLIO_TOKEN_URL>"
      }
    }
  }
}

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools

This server runs locally, so its tools are listed by your MCP client once it starts.

Environment variables

NameDescription
CLIO_CLIENT_ID
Required
Client ID from your Clio developer application (Settings → Developer Applications)
CLIO_CLIENT_SECRET
Required, secret
Client Secret from your Clio developer application
ENCRYPTION_KEY
Optional, secret
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
Optional
Local port for the OAuth callback listener (default: 5678). Change if 5678 is in use.
CLIO_REGION
Optional
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
Optional. 'true', '1' or 'yes' leaves the twelve write tools (create_matter, create_custom_field, create_note, create_task, update_task, complete_task, create_calendar_entry, log_time_entry, create_activity, update_matter, create_folder, upload_document) unregistered so Claude can read Clio but nev…
CLIO_API_BASE
Optional
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
Optional
Override the OAuth authorization endpoint (e.g. https://eu.app.clio.com/oauth/authorize).
CLIO_TOKEN_URL
Optional
Override the OAuth token endpoint (e.g. https://eu.app.clio.com/oauth/token).

Details

Package@oktopeak/[email protected] (NPM, stdio)
Package@oktopeak/[email protected] (NPM, stdio)
First published3 Nov 2026
Last updated3 Nov 2026
Registry nameio.github.oktopeak/clio-mcp

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