clio-mcp

IntegrationDocs & knowledge

This integration connects your AI to Clio, so it can work directly with your matters, contacts, documents, tasks, billing, and audit logs. It adds 26 tools covering those areas. Once it is set up, you can ask your AI to pull up matter details or billing information during a normal conversation.

This server has no hosted endpoint yet, so ahel can't serve it. You can still add it. It stays paused until ahel can serve it.

After adding it, connect your Clio account so your AI can reach your data. Setup instructions are in the repository at github.com/oktopeak/clio-mcp.

What your AI can do with it

  • Look up matters and their details
  • Look up contacts
  • Access documents
  • Check your task list
  • Review billing information
  • Check audit logs to see what has happened in your account

Signals

GitHub stars
21
Forks
7
Last commit
Aug 2026
Advanced
Delivery
clio-mcp MCP server → your ahel gateway (mcp.ahel.ai) → every connected AI client.
Catalog kind
mcp-server
Gateway key
io-github-oktopeak-clio-mcp
Source
github.com/oktopeak/clio-mcp