Integration · CRM & sales

Connect Claude & ChatGPT to Clio

Ask your AI what is open on a matter, which bills are overdue, or to log the call you just had, and it works in Clio Manage. It can search matters, contacts, tasks, notes, documents and communications, record time and expense entries, create matters, contacts, tasks and calendar entries, and read bills.

Connect Clio free

Free plan, no credit card. Takes about a minute.

Try asking

“What is the status of the Hansen estate matter, and who is on it?”
The AI searches matters for Hansen and reads the matter with its status, responsible attorney and linked contacts.
“Log 0.5 hours on matter 00123 for a call with the client about the lease.”
It creates a time entry on the matter with today's date, the quantity and your note.
“Which bills are overdue?”
It lists bills with the overdue filter, with client, matter, amount and due date.

What your AI can do

Matters and contacts

Search matters by number, description, client or status, read and create matters, and search, read and create contacts.

Time, expenses and bills

Record and update time entries and expenses on a matter, and list bills by status, client or matter, including overdue ones.

Tasks, calendar and records

Create and search tasks and calendar entries, and read notes, documents and logged emails and calls.

“Open a new matter for Nora Kim: review of employment contract.”
It finds Nora Kim as a contact and creates the matter with her as client and your description.
“Put a hearing on my calendar for 12 March at 10 for the Hansen matter.”
It finds your calendar and creates the entry with time, matter and location.
“What time has been recorded on matter 00123 this month?”
It lists the time and expense entries for the matter between the dates.

27 tools for Clio

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_activityChanges dataRecord a time entry or expense: pass `data` with `type` (TimeEntry or ExpenseEntry), `date`, `quantity`, `matter`, `note` and optional `price`.
create_calendar_entryChanges dataCreate a calendar entry: pass `data` with `summary`, `start_at`, `end_at`, `calendar_owner` ({id} of a calendar), and optional `matter`, `location`, `attendees` and `description`.
create_contactChanges dataCreate a contact: pass `data` with `type` (Person or Company), `name` or first/last name, and optional emails, phones and addresses.
create_matterChanges dataCreate a matter: pass `data` with `client` ({id}), `description`, and optional status, practice area, responsible attorney and open date.
create_taskChanges dataCreate a task: pass `data` with `name`, `description`, `assignee` ({id, type}), optional `matter`, `due_at` and `priority`.
get_activityGet one activity (time or expense entry); pass its ID in `user_id`.
get_billGet one bill; pass the bill ID in `user_id`.
get_calendar_entryGet one calendar entry; pass its ID in `user_id`.
get_contactGet one contact; pass the contact ID in `user_id`.
get_current_userGet the signed-in Clio user (name, email, ID). Use to confirm which account you are working in.
get_documentGet one document's details; pass the document ID in `user_id`.
get_matterGet one matter; pass the matter ID in `user_id`.
get_noteGet one note; pass the note ID in `user_id`.
get_taskGet one task; pass the task ID in `user_id`.
list_activitiesList activities (time entries and expense entries), filtered by `matter_id`, `user_id`, `type`, `start_date`/`end_date` or `status`.
list_billsList bills, filtered by `state`, `status`, `client_id`, `matter_id`, issue or due dates, or `overdue_only`.
list_calendar_entriesList calendar entries, filtered by `from`/`to`, `matter_id`, `calendar_id` or `query`.
list_calendarsList the calendars you can see. Use to find a calendar ID for new entries.
list_communicationsList logged communications (emails and phone calls), filtered by `matter_id`, `contact_id`, `user_id`, `type` or date.
list_matter_contactsList the contacts linked to a matter by `matter_id`.
list_notesList notes of `type` Matter or Contact, filtered by `matter_id`, `contact_id` or `query`.
list_usersList users in the firm, filtered by `name`, `role` or `enabled`. Use to find a user ID.
search_contactsSearch contacts (people and companies) by `query`, `type`, `client_only` or `email_only`. Use this to find a contact ID.
search_documentsSearch documents by `query`, `matter_id`, `contact_id` or category.
search_mattersSearch matters by `query` (number or description), `status`, `client_id`, `responsible_attorney_id`, practice area or dates. Use this to find a matter ID.
search_tasksSearch tasks by `query`, `status`, `matter_id`, `assignee_id`, `priority` or due date range.
update_activityVisible to othersUpdate a time entry or expense; pass its ID in `user_id` and the changed fields in `data`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Clio from the app list.
2
Paste your key
Paste the app key and app secret from your own Clio developer application, then sign in to Clio once. Sign in to the Clio Manage Developer Portal (developers.clio.com) and create a new Developer Application. Enter a name and website URL, add the redirect URI https://pipmcp.com/oauth/callback, accept the Developer Terms and tick the permissions the AI may use. Save, and copy the app key and secret into PipMCP. This works for US Clio accounts (app.clio.com).
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in Clio?

It can read users, matters and their contacts, contacts, time and expense entries, tasks, notes, calendars and calendar entries, bills, documents and logged communications. It can create matters, contacts, tasks and calendar entries, and create and update time and expense entries.

Does the AI see my Clio credentials?

No. Your Clio app secret and the access from your Clio sign-in are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Time entries, matters and calendar entries the AI creates go straight into your firm's records, so these tools can require your approval before they run. The permissions you tick on your Clio developer application also limit what the AI can reach. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Clio connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Clio account.

Does it work with Clio accounts outside the US?

This connection is set up for US Clio accounts at app.clio.com. Clio runs separate regions, and each region needs its own developer application, so accounts in other regions are not covered by this connection.